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JPMorgan Income R6 (JMSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.39+0.01 (+0.12%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.38%
5-year average return2.25%
Number of years up7
Number of years down2
Best 1-yr total return (2 Jul 2024)11.80%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return11.80%
Worst 3-yr total return-0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMSFXCategory
YTD3.31%1.94%
1-month0.75%0.65%
3-month1.59%2.15%
1-year8.74%9.23%
3-year0.53%5.23%
5-year2.29%4.63%
10-year3.40%4.32%
Last bull market7.36%8.16%
Last bear market-5.66%-3.23%

Annual total return (%) history

Year
JMSFXCategory
2024
N/AN/A
2023
7.19%N/A
2022
-8.38%N/A
2021
3.58%N/A
2020
3.04%4.84%
2019
11.80%9.80%
2018
1.13%-1.52%
2017
5.84%6.07%
2016
8.62%7.52%
2015
-0.50%-2.18%
2014
N/A3.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.69%1.59%N/AN/A
20232.07%-0.24%0.25%5.01%
2022-2.57%-5.66%-2.00%1.72%
20211.68%1.74%0.35%-0.22%
2020-11.45%8.92%3.07%3.66%
20194.79%3.14%2.24%1.17%
2018-0.50%0.47%1.67%-0.50%
20171.73%1.62%1.62%0.75%
20162.44%3.16%3.63%-0.81%
20152.07%-0.50%-1.24%-0.80%
2014-0.59%0.39%N/AN/A

Rank in category (by total return)

YTD25
1-month52
3-month15
1-year25
3-year36
5-year39

Load adjusted returns

1-year8.74%
3-year0.53%
5-year2.29%
10-year3.40%