Nasdaq - Delayed Quote USD
JPMorgan Unconstrained Debt A (JSIAX)
9.69
-0.01
(-0.10%)
As of 8:06:25 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in debt investments. Debt investments include loan assignments and participations (Loans), commitments to purchase Loans, convertible securities, bonds, and all other types of debt securities and debt instruments. Debt investments also include money market investment companies. "Assets" means net assets plus the amount of borrowings for investment purposes.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 7.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.57% |
| 5y Average Return | 3.67% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.43 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JSIAX | Category Average | JSIAX | Category Average | JSIAX | Category Average | |
| Alpha | 0.82 | 0.01 | 2.34 | 0.02 | 1.07 | 0.02 |
| BETA | 0.43 | 0 | 0.42 | 0 | 0.38 | 0 |
| Mean Annual Return | 0.37 | 0 | 0.32 | 0 | 0.25 | 0 |
| R-squared | 70.53 | 0.09 | 58.4 | 0.08 | 32.88 | 0.06 |
| Standard Deviation | 3.85 | 0.06 | 3.48 | 0.05 | 3.3 | 0.05 |
| Sharpe Ratio | -0.06 | 0 | 0.28 | 0.01 | 0.29 | 0.01 |
| Treynor Ratio | -0.72 | 0.07 | 2.18 | 0.15 | 2.44 | 0.08 |
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