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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OHYFX | Category Average | OHYFX | Category Average | OHYFX | Category Average | |
| Alpha | 3.78 | 0.03 | 4.5 | 0.04 | 2.69 | 0.04 |
| BETA | 0.77 | 0.01 | 0.84 | 0 | 0.68 | 0 |
| Mean Annual Return | 0.39 | 0.01 | 0.39 | 0.01 | 0.37 | 0 |
| R-squared | 56.62 | 0.04 | 33.93 | 0.05 | 21.5 | 0.04 |
| Standard Deviation | 8.06 | 0.09 | 9.13 | 0.07 | 7.36 | 0.07 |
| Sharpe Ratio | 0.03 | 0.01 | 0.22 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -0.06 | 0.11 | 1.92 | 0.11 | 3.35 | 0.12 |
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