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Nasdaq - Delayed Quote USD

JPMorgan Government Bond Fund (JGBZX)

9.63
+0.01
+(0.10%)
At close: 8:01:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.17%
5y Average Return -1.65%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 10.06%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 10.06%
Worst 3Y Total Return -4.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JGBZX
Category
YTD
2.81%
-1.42%
1-Month
0.10%
0.14%
3-Month
2.81%
0.67%
1-Year
4.39%
-1.19%
3-Year
-0.20%
3.89%
5-Year
-1.61%
1.85%
10-Year
0.48%
2.30%
Last Bull Market
5.64%
1.82%
Last Bear Market
-3.74%
4.98%

Annual Total Return (%) History

Year
JGBZX
Category
2025
--
--
2024
0.77%
--
2023
3.65%
--
2022
-12.39%
--
2021
-2.64%
--
2020
6.19%
5.65%
2019
6.02%
5.88%
2018
0.12%
0.51%

2017
1.78%
1.58%
2016
1.04%
0.89%
2015
0.47%
0.49%
2014
4.97%
4.73%
2013
-4.09%
-2.72%
2012
3.04%
2.80%
2011
10.06%
6.70%
2010
6.53%
5.66%
2009
1.61%
4.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.81% -- -- --
2024 -0.76% 0.17% 4.63% -3.12%
2023 2.67% -1.16% -3.31% 5.64%
2022 -5.37% -3.74% -4.43% 0.63%
2021 -3.12% 1.24% -0.25% -0.49%
2020 5.47% 0.80% 0.33% -0.45%
2019 2.16% 2.52% 2.04% -0.80%
2018 -1.22% -0.10% -0.52% 1.97%
2017 0.61% 0.85% 0.33% -0.02%
2016 2.81% 1.64% -0.03% -3.28%

2015 1.65% -1.27% 1.00% -0.88%
2014 1.43% 1.69% 0.17% 1.60%
2013 0.01% -2.94% -0.03% -1.16%
2012 -0.50% 2.56% 1.01% -0.04%
2011 0.23% 2.59% 6.47% 0.53%
2010 1.46% 4.88% 2.79% -2.61%
2009 1.11% -0.95% 2.36% -0.88%

Rank in Category (By Total Return)

YTD 74
1-Month 51
3-Month 74
1-Year 87
3-Year 82
5-Year 79

Load Adjusted Returns

1-Year 4.39%
3-Year -0.20%
5-Year -1.61%
10-Year 0.48%

Performance & Risk

YTD Return 3.17%
5y Average Return -1.65%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Intermediate Government
Fund Family JPMorgan
Net Assets 2.01B
YTD Return 2.81%
Yield 2.27%
Morningstar Rating
Inception Date Feb 08, 1993

Fund Summary

The fund principally invests in securities issued by the U.S. government and its agencies and instrumentalities and related to securities issued by the U.S. government and its agencies and instrumentalities. It mainly invests in government bonds with intermediate to long remaining maturities. The fund's average weighted maturity will ordinarily range between three and 15 years, taking into account expected prepayment of principal on certain investments.

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