JSDHX
JPMorgan Short Duration Core Plus-A
$9.06
0.02 (0.22%)
Currency in USD / Last Updated: 4/17/2024
Category | Short Term Bond |
---|---|
Market Cap | 3730.156M |
52 Week High | 9.133 |
52 Week Low | 8.655 |
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Key Data
Symbol | JSDHX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.06 |
Price Yesterday | 9.04 |
Market Cap | 3,730.16 |
YTD Return | -0.15% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0225 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0064 |
Overview
52 Week High | 9.13 |
---|---|
52 Week Low | 8.66 |
Market Cap | 3,730.16M |
Shares Outstanding | 411.72M |
Income Dividend Yield | 3.26% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.26% |
Returns Annualized
One Day | 74.62% |
---|---|
Five Days | 0.00% |
One Months | -2.87% |
Three Months | 0.22% |
Six Months | 9.18% |
Nine Months | 4.54% |
One Year | 3.80% |
Three Years | -0.34% |
Five Years | 1.49% |
Ten Years | 2.06% |
YTD | -0.52% |
Since Inception | 2.24% |
Returns Total
One Day | 0.22% |
---|---|
Five Days | 0.00% |
One Month | -0.25% |
Three Months | 0.06% |
Six Months | 4.45% |
Nine Months | 3.40% |
One Year | 3.79% |
Three Years | -1.02% |
Five Years | 7.66% |
Ten Years | 22.50% |
YTD | -0.15% |
Since Inception | 27.59% |
Yearly Returns
2024 | -0.15% |
---|---|
2023 | 5.97% |
2022 | -6.20% |
2021 | -0.03% |
2020 | 4.87% |
2019 | 5.77% |
2018 | 0.55% |
2017 | 3.82% |
2016 | 10.28% |
2015 | -2.67% |
Risk against SP-DA
Alpha | -3.59% |
---|---|
Beta | 0.11 |
Correlation | 42.01% |
Downside Deviation | 0.51% |
Coefficient of determination | 17.65% |
Standard Deviation | 0.93% |
Sharpe Ratio | -5.96 |
Sortino | -37.46 |
Treynor | -13.84 |
Ulcer Index | 0.81 |
Ulcer Performance Index | -23.51 |