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JPMorgan Income Fund (JGCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.57+0.01 (+0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.50%
5-Year Average Return1.77%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Oct 17, 2024)10.89%
Worst 1 Yr Total Return (Oct 17, 2024)N/A
Best 3-Yr Total Return10.89%
Worst 3-Yr Total Return-1.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJGCGXCategory
YTD6.59%1.94%
1-Month1.02%0.65%
3-Month3.72%2.15%
1-Year11.82%9.23%
3-Year0.87%5.23%
5-Year1.79%4.63%
10-Year3.01%4.32%
Last Bull Market7.11%8.16%
Last Bear Market-5.86%-3.23%

Annual Total Return (%) History

Year
JGCGXCategory
2024
N/AN/A
2023
6.29%N/A
2022
-9.02%N/A
2021
2.78%N/A
2020
2.19%4.84%
2019
10.89%9.80%
2018
0.29%-1.52%
2017
4.99%6.07%
2016
7.75%7.52%
2015
-1.39%-2.18%
2014
N/A3.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.48%1.27%3.72%N/A
20231.86%-0.57%0.04%4.91%
2022-2.77%-5.86%-2.20%1.63%
20211.59%1.44%0.15%-0.42%
2020-11.62%8.67%2.85%3.45%
20194.57%2.93%2.04%0.96%
2018-0.70%0.26%1.46%-0.71%
20171.42%1.42%1.52%0.54%
20162.31%2.92%3.29%-0.93%
20151.85%-0.72%-1.46%-1.03%
2014-0.80%0.19%N/AN/A

Rank In Category (By Total Return)

YTD51
1-Month80
3-Month75
1-Year65
3-Year66
5-Year81

Load Adjusted Returns

1-Year10.82%
3-Year0.87%
5-Year1.79%
10-Year3.01%