Nasdaq - Delayed Quote USD

JPMorgan Unconstrained Debt R6 (JSIMX)

9.75
0.00
(0.00%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.12%
5y Average Return 4.10%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 19, 2025) 7.48%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 7.48%
Worst 3Y Total Return 1.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSIMX
Category
YTD
1.91%
1.90%
1-Month
0.55%
0.35%
3-Month
1.17%
1.41%
1-Year
7.26%
7.92%
3-Year
4.81%
3.65%
5-Year
4.18%
3.77%
10-Year
3.35%
2.82%
Last Bull Market
5.81%
6.13%
Last Bear Market
-4.06%
-3.74%

Annual Total Return (%) History

Year
JSIMX
Category
2025
--
--
2024
5.16%
--
2023
7.48%
--
2022
-2.61%
--
2021
0.92%
--
2020
6.75%
3.44%
2019
7.44%
6.69%
2018
-1.72%
-1.17%

2017
4.66%
4.06%
2016
5.44%
5.28%
2015
0.06%
-1.41%
2014
1.75%
1.24%
2013
3.53%
0.29%
2012
6.97%
7.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.35% -- -- --
2024 0.99% 0.58% 3.74% -0.20%
2023 2.20% 0.47% -0.47% 5.16%
2022 -1.54% -4.06% 0.95% 2.13%
2021 -0.25% 1.21% 0.30% -0.33%
2020 -3.36% 4.89% 1.91% 3.33%
2019 3.39% 1.93% 1.17% 0.77%
2018 -0.11% -0.37% 1.59% -2.80%
2017 1.70% 0.81% 1.49% 0.59%
2016 1.35% 2.18% 1.90% -0.09%

2015 1.20% -0.60% -0.99% 0.46%
2014 1.21% 0.84% -0.82% 0.53%
2013 0.35% -1.02% 1.12% 3.07%
2012 2.86% -0.49% 2.87% 1.59%

Rank in Category (By Total Return)

YTD 33
1-Month 17
3-Month 34
1-Year 35
3-Year 33
5-Year 42

Load Adjusted Returns

1-Year 7.26%
3-Year 4.81%
5-Year 4.18%
10-Year 3.35%

Performance & Risk

YTD Return 2.12%
5y Average Return 4.10%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.43
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family JPMorgan
Net Assets 1.16B
YTD Return 1.91%
Yield 4.94%
Morningstar Rating
Inception Date Nov 01, 2011

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in debt investments. Debt investments include loan assignments and participations (Loans), commitments to purchase Loans, convertible securities, bonds, and all other types of debt securities and debt instruments. Debt investments also include money market investment companies. "Assets" means net assets plus the amount of borrowings for investment purposes.

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