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Nasdaq - Delayed Quote USD

JPMorgan Corporate Bond R6 (CBFVX)

8.23
-0.04
(-0.48%)
At close: 8:00:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.11%
5y Average Return 1.48%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 15.16%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 15.16%
Worst 3Y Total Return -3.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBFVX
Category
YTD
2.46%
-0.67%
1-Month
-0.30%
1.48%
3-Month
2.46%
3.14%
1-Year
5.40%
4.42%
3-Year
1.43%
7.37%
5-Year
1.87%
4.80%
10-Year
2.80%
4.92%
Last Bull Market
7.66%
5.92%
Last Bear Market
-7.94%
1.35%

Annual Total Return (%) History

Year
CBFVX
Category
2025
--
--
2024
3.06%
--
2023
9.05%
--
2022
-15.98%
--
2021
-0.68%
--
2020
10.34%
9.24%
2019
15.16%
13.03%
2018
-2.02%
-2.49%

2017
7.09%
5.79%
2016
5.90%
6.51%
2015
-0.54%
-1.39%
2014
8.10%
6.93%
2013
--
-1.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.46% -- -- --
2024 0.18% 0.10% 5.90% -2.96%
2023 4.15% -0.47% -3.10% 8.56%
2022 -7.31% -7.94% -4.82% 3.44%
2021 -4.55% 3.64% 0.30% 0.10%
2020 -3.36% 8.73% 1.41% 3.56%
2019 5.75% 4.50% 3.27% 0.91%
2018 -2.44% -0.11% 1.04% -0.49%
2017 1.39% 2.80% 1.46% 1.27%
2016 4.09% 3.42% 1.42% -3.02%

2015 2.39% -3.30% 0.42% 0.03%
2014 3.08% 3.03% -0.39% 2.19%
2013 -3.42% 0.47% 1.56% --

Rank in Category (By Total Return)

YTD 24
1-Month 48
3-Month 24
1-Year 44
3-Year 46
5-Year 46

Load Adjusted Returns

1-Year 5.40%
3-Year 1.43%
5-Year 1.87%
10-Year 2.80%

Performance & Risk

YTD Return 1.11%
5y Average Return 1.48%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Corporate Bond
Fund Family JPMorgan
Net Assets 365.27M
YTD Return 2.46%
Yield 5.01%
Morningstar Rating
Inception Date Mar 01, 2013

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in corporate bonds. It mainly invests in corporate bonds that are rated investment grade by a nationally recognized statistical rating organization or in securities that are unrated but are deemed by the fund's adviser to be of comparable quality. The fund may invest in U.S. dollar-denominated securities of foreign issuers.

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