Australia markets closed

JPMorgan Core Bond R3 (JCBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.00+0.01 (+0.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.48%
5-year average return0.22%
Number of years up4
Number of years down3
Best 1-yr total return (5 May 2024)7.99%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return7.99%
Worst 3-yr total return-3.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJCBPXCategory
YTD-2.76%-1.22%
1-month-2.33%0.67%
3-month-2.83%1.77%
1-year-1.51%0.77%
3-year-3.37%5.26%
5-year-0.02%3.02%
10-year1.08%3.31%
Last bull market7.59%3.52%
Last bear market-4.45%3.25%

Annual total return (%) history

Year
JCBPXCategory
2024
N/AN/A
2023
5.35%N/A
2022
-12.59%N/A
2021
-1.46%N/A
2020
7.68%7.52%
2019
7.99%8.06%
2018
-0.15%-0.50%
2017
3.35%3.71%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.44%N/AN/AN/A
20233.41%-1.03%-3.12%6.26%
2022-5.41%-4.45%-4.33%1.09%
2021-2.86%1.73%-0.07%-0.21%
20202.23%3.32%0.96%0.98%
20192.82%2.94%2.31%-0.28%
2018-1.27%-0.33%-0.09%1.57%
20170.84%1.42%0.76%0.30%
2016-3.19%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month28
3-month39
1-year67
3-year30
5-year37

Load adjusted returns

1-year-1.51%
3-year-3.37%
5-year-0.02%
10-year1.08%