Nasdaq - Delayed Quote USD
JPMorgan Income Fund (JGIAX)
8.49
+0.01
+(0.12%)
As of 8:06:24 AM EDT. Market Open.
Fund Summary
The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65% of its total assets in investments that are rated below investment grade (also known as junk bonds or high yield securities) or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35% of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.49% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 1.59% |
| 5y Average Return | 4.66% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.60 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JGIAX | Category Average | JGIAX | Category Average | JGIAX | Category Average | |
| Alpha | 1.07 | 0.01 | 4.22 | 0.02 | 1.98 | 0.02 |
| BETA | 0.6 | 0.01 | 0.61 | 0.01 | 0.61 | 0.01 |
| Mean Annual Return | 0.28 | 0 | 0.43 | 0 | 0.31 | 0 |
| R-squared | 76.8 | 0.16 | 62.7 | 0.16 | 28.47 | 0.16 |
| Standard Deviation | 5.3 | 0.08 | 4.84 | 0.06 | 5.71 | 0.05 |
| Sharpe Ratio | -0.22 | 0.01 | 0.5 | 0.01 | 0.31 | 0.01 |
| Treynor Ratio | -2.24 | 0.06 | 3.91 | 0.06 | 2.67 | 0.07 |
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