Nasdaq - Delayed Quote USD

JPMorgan Income R6 (JMSFX)

8.52
0.00
(0.00%)
At close: 8:01:51 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.72%
5y Average Return 4.60%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 11.80%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 11.80%
Worst 3Y Total Return -0.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JMSFX
Category
YTD
2.61%
1.94%
1-Month
0.38%
0.65%
3-Month
1.62%
2.15%
1-Year
9.14%
9.23%
3-Year
4.29%
5.23%
5-Year
5.01%
4.63%
10-Year
3.84%
4.32%
Last Bull Market
6.20%
8.16%
Last Bear Market
-5.66%
-3.23%

Annual Total Return (%) History

Year
JMSFX
Category
2025
--
--
2024
7.72%
--
2023
7.19%
--
2022
-8.38%
--
2021
3.58%
--
2020
3.04%
4.84%
2019
11.80%
9.80%
2018
1.13%
-1.52%

2017
5.84%
6.07%
2016
8.62%
7.52%
2015
-0.50%
-2.18%
2014
--
3.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.22% -- -- --
2024 1.69% 1.59% 3.93% 0.33%
2023 2.07% -0.24% 0.25% 5.01%
2022 -2.57% -5.66% -2.00% 1.72%
2021 1.68% 1.74% 0.35% -0.22%
2020 -11.45% 8.92% 3.07% 3.66%
2019 4.79% 3.14% 2.24% 1.17%
2018 -0.50% 0.47% 1.67% -0.50%
2017 1.73% 1.62% 1.62% 0.75%
2016 2.44% 3.16% 3.63% -0.81%

2015 2.07% -0.50% -1.24% -0.80%
2014 -0.59% 0.39% -- --

Rank in Category (By Total Return)

YTD 24
1-Month 19
3-Month 27
1-Year 25
3-Year 47
5-Year 27

Load Adjusted Returns

1-Year 9.14%
3-Year 4.29%
5-Year 5.01%
10-Year 3.84%

Performance & Risk

YTD Return 2.72%
5y Average Return 4.60%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family JPMorgan
Net Assets 13.23B
YTD Return 2.61%
Yield 6.00%
Morningstar Rating
Inception Date Jun 02, 2014

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.

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