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Nasdaq - Delayed Quote USD

JPMorgan Short Duration Bond R6 (JSDUX)

10.87
-0.02
(-0.18%)
At close: May 2 at 8:04:18 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.46%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 2

Performance & Risk

YTD Return 2.19%
5y Average Return 2.39%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.26
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
JSDUXCategory AverageJSDUXCategory AverageJSDUXCategory Average
Alpha 0.11 0.01 0.63 0.01 0.25 0
BETA 0.26 0 0.28 0 0.28 0
Mean Annual Return 0.31 0 0.21 0 0.18 0
R-squared 83.12 0.32 72.78 0.35 70.56 0.35
Standard Deviation 2.28 0.03 2.14 0.02 1.73 0.02
Sharpe Ratio -0.4 0.01 -0.09 0.01 0.09 0.01
Treynor Ratio -3.53 0.06 -0.75 0.04 0.48 0.06

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