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Nasdaq - Delayed Quote USD

JPMorgan High Yield I (OHYFX)

6.47
+0.01
+(0.15%)
At close: 8:03:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.93%
5y Average Return 6.89%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 14.81%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 14.81%
Worst 3Y Total Return -0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OHYFX
Category
YTD
1.94%
3.62%
1-Month
0.70%
1.08%
3-Month
1.33%
2.50%
1-Year
10.34%
14.69%
3-Year
4.45%
6.16%
5-Year
4.33%
6.21%
10-Year
4.21%
5.48%
Last Bull Market
8.52%
11.96%
Last Bear Market
-9.72%
-7.27%

Annual Total Return (%) History

Year
OHYFX
Category
2024
8.64%
--
2023
11.79%
--
2022
-10.32%
--
2021
6.77%
--
2020
2.84%
4.91%
2019
13.47%
12.62%
2018
-2.86%
-2.59%
2017
6.65%
6.47%

2016
13.75%
13.30%
2015
-4.54%
-4.01%
2014
2.67%
1.11%
2013
6.94%
6.90%
2012
14.81%
14.67%
2011
2.65%
2.83%
2010
14.67%
14.24%
2009
48.45%
46.70%
2008
-22.54%
-26.41%
2007
2.18%
1.47%
2006
12.80%
10.14%
2005
3.03%
2.59%
2004
11.30%
9.99%
2003
26.08%
24.36%
2002
-1.09%
-1.52%
2001
5.35%
2.39%
2000
-3.54%
-7.12%
1999
3.26%
5.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.54% 1.07% 5.57% 0.28%
2023 2.87% 1.35% 0.76% 6.40%
2022 -3.72% -9.72% -0.46% 3.67%
2021 2.12% 3.29% 0.77% 0.44%
2020 -13.49% 7.87% 4.17% 5.81%
2019 7.18% 2.21% 1.15% 2.40%
2018 -0.99% 1.04% 2.26% -5.04%
2017 2.29% 1.71% 2.19% 0.32%
2016 2.34% 4.87% 4.49% 1.43%
2015 2.33% 0.03% -4.80% -2.03%

2014 2.68% 2.46% -1.87% -0.55%
2013 2.89% -1.17% 1.99% 3.12%
2012 5.28% 1.31% 4.37% 3.14%
2011 3.77% 0.49% -6.94% 5.77%
2010 4.50% -0.78% 6.52% 3.83%
2009 6.07% 17.64% 12.04% 6.19%
2008 -3.30% 1.80% -6.25% -16.06%
2007 2.91% 1.06% -0.29% -1.46%
2006 3.30% 0.99% 3.46% 4.50%
2005 -0.87% 1.82% 1.39% 0.68%
2004 2.21% 0.17% 3.88% 4.66%
2003 5.93% 9.58% 2.74% 5.73%
2002 0.14% -3.57% -3.11% 5.71%
2001 4.46% -0.28% -4.24% 5.61%
2000 -2.94% 1.60% 1.71% -3.83%
1999 3.26% -0.63% -1.50% 2.18%

Rank in Category (By Total Return)

YTD 40
1-Month 28
3-Month 71
1-Year 13
3-Year 53
5-Year 51

Load Adjusted Returns

1-Year 10.34%
3-Year 4.45%
5-Year 4.33%
10-Year 4.21%

Performance & Risk

YTD Return 0.93%
5y Average Return 6.89%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family JPMorgan
Net Assets 5.47B
YTD Return 1.94%
Yield 7.13%
Morningstar Rating
Inception Date Aug 21, 2017

Fund Summary

The fund normally invests at least 80% of its assets in bonds, other debt securities, loan assignments and participations (Loans), commitments to purchase loan assignments (Unfunded Commitments) and preferred stocks that are rated below investment grade or unrated. It may invest no more than 30% of its net assets in Loans and Unfunded Commitments. The fund's average weighted maturity ordinarily will range between three and ten years.

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