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Nasdaq - Delayed Quote USD

JPMorgan Corporate Bond A (CBRAX)

8.21
-0.05
(-0.61%)
At close: 8:00:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.15%
5y Average Return 1.17%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 14.80%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 14.80%
Worst 3Y Total Return -3.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBRAX
Category
YTD
2.37%
-0.67%
1-Month
-0.33%
1.48%
3-Month
2.37%
3.14%
1-Year
5.04%
4.42%
3-Year
1.08%
7.37%
5-Year
1.52%
4.80%
10-Year
2.44%
4.92%
Last Bull Market
7.46%
5.92%
Last Bear Market
-7.93%
1.35%

Annual Total Return (%) History

Year
CBRAX
Category
2025
--
--
2024
2.70%
--
2023
8.69%
--
2022
-16.31%
--
2021
-1.03%
--
2020
9.99%
9.24%
2019
14.80%
13.03%
2018
-2.38%
-2.49%

2017
6.61%
5.79%
2016
5.54%
6.51%
2015
-0.79%
-1.39%
2014
7.63%
6.93%
2013
--
-1.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.37% -- -- --
2024 0.09% 0.01% 5.82% -3.05%
2023 4.07% -0.44% -3.31% 8.49%
2022 -7.41% -7.93% -5.03% 3.36%
2021 -4.64% 3.56% 0.11% 0.11%
2020 -3.45% 8.54% 1.43% 3.48%
2019 5.67% 4.42% 3.19% 0.83%
2018 -2.43% -0.31% 1.06% -0.68%
2017 1.30% 2.62% 1.37% 1.18%
2016 3.90% 3.45% 1.34% -3.11%

2015 2.32% -3.40% 0.43% -0.07%
2014 2.98% 2.95% -0.57% 2.11%
2013 -3.58% 0.40% 1.49% --

Rank in Category (By Total Return)

YTD 34
1-Month 58
3-Month 34
1-Year 63
3-Year 64
5-Year 65

Load Adjusted Returns

1-Year 1.11%
3-Year -0.20%
5-Year 0.75%
10-Year 2.05%

Performance & Risk

YTD Return 1.15%
5y Average Return 1.17%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Corporate Bond
Fund Family JPMorgan
Net Assets 365.27M
YTD Return 2.37%
Yield 4.68%
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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