Nasdaq - Delayed Quote USD
JPMorgan Income Fund (JGCGX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.50% |
| 5y Average Return | 1.77% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 18, 2024) | 10.89% |
| Worst 1Y Total Return (Oct 18, 2024) | -- |
| Best 3Y Total Return | 10.89% |
| Worst 3Y Total Return | -1.51% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JGCGX
Category
- YTD
- 6.59%
- 1.94%
- 1-Month
- 1.02%
- 0.65%
- 3-Month
- 3.72%
- 2.15%
- 1-Year
- 11.82%
- 9.23%
- 3-Year
- 0.87%
- 5.23%
- 5-Year
- 1.79%
- 4.63%
- 10-Year
- 3.01%
- 4.32%
- Last Bull Market
- 7.11%
- 8.16%
- Last Bear Market
- -5.86%
- -3.23%
Annual Total Return (%) History
Year
JGCGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.48% | 1.27% | 3.72% | -- |
| 2023 | 1.86% | -0.57% | 0.04% | 4.91% |
| 2022 | -2.77% | -5.86% | -2.20% | 1.63% |
| 2021 | 1.59% | 1.44% | 0.15% | -0.42% |
| 2020 | -11.62% | 8.67% | 2.85% | 3.45% |
| 2019 | 4.57% | 2.93% | 2.04% | 0.96% |
| 2018 | -0.70% | 0.26% | 1.46% | -0.71% |
| 2017 | 1.42% | 1.42% | 1.52% | 0.54% |
| 2016 | 2.31% | 2.92% | 3.29% | -0.93% |
| 2015 | 1.85% | -0.72% | -1.46% | -1.03% |
| 2014 | -0.80% | 0.19% | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 80 |
| 3-Month | 75 |
| 1-Year | 65 |
| 3-Year | 66 |
| 5-Year | 81 |
Load Adjusted Returns
| 1-Year | 10.82% |
| 3-Year | 0.87% |
| 5-Year | 1.79% |
| 10-Year | 3.01% |
Performance & Risk
| YTD Return | 6.50% |
| 5y Average Return | 1.77% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.62 |
| Morningstar Risk Rating |
Fund Overview
| Category | Multisector Bond |
| Fund Family | JPMorgan |
| Net Assets | 10.27B |
| YTD Return | 6.59% |
| Yield | 4.70% |
| Morningstar Rating | |
| Inception Date | Jun 02, 2014 |
Fund Summary
The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65% of its total assets in investments that are rated below investment grade (also known as junk bonds or high yield securities) or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35% of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.
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