Nasdaq - Delayed Quote USD
JPMorgan Short Duration Core Plus I (JSDSX)
9.35
+0.01
+(0.11%)
As of 8:06:25 AM EDT. Market Open.
Fund Summary
The fund uses a multi-sector strategy in order to create a diversified portfolio that generates total return while managing risk. It principally invests in traditional fixed income sectors (for example, investment grade corporate bonds), while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities (also known as high yield or junk bonds) and foreign and emerging markets debt.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 2.40% |
| 5y Average Return | 2.59% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.44 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JSDSX | Category Average | JSDSX | Category Average | JSDSX | Category Average | |
| Alpha | 0.72 | 0.01 | 1.45 | 0.01 | 1.09 | 0 |
| BETA | 0.44 | 0 | 0.45 | 0 | 0.43 | 0 |
| Mean Annual Return | 0.36 | 0 | 0.23 | 0 | 0.25 | 0 |
| R-squared | 90.71 | 0.32 | 82.15 | 0.35 | 44.95 | 0.35 |
| Standard Deviation | 3.48 | 0.03 | 3.17 | 0.02 | 3.24 | 0.02 |
| Sharpe Ratio | -0.1 | 0.01 | -0.01 | 0.01 | 0.29 | 0.01 |
| Treynor Ratio | -0.96 | 0.06 | -0.16 | 0.04 | 2.12 | 0.06 |
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