Select area to zoom
Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2548.0046.93

Key Stats

Customize
Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.33% 0.09% 581.92M 124740.9
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 48.00% 199.00M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return, consistent with preservation of capital. Under normal circumstances, the Fund principally invests in traditional fixed income sectors, while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities and foreign and emerging markets debt.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Short Investment Grade Debt Funds
Global Macro Bond Short Term
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short Investment Grade Debt Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-5.81%
6.21%
5.05%
1.85%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
1.59%
--
--
--
-1.17%
-5.53%
5.25%
3.81%
1.92%
1.02%
5.61%
4.75%
-0.71%
-6.08%
5.55%
4.37%
1.94%
1.71%
3.55%
1.39%
0.32%
0.41%
7.41%
5.09%
1.64%
--
7.49%
2.97%
0.23%
-6.73%
6.95%
5.01%
1.58%
As of April 23, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of March 31, 2025.
Type % Net
Cash 2.83%
Stock 0.00%
Bond 97.11%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks total return, consistent with preservation of capital. Under normal circumstances, the Fund principally invests in traditional fixed income sectors, while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities and foreign and emerging markets debt.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Short Investment Grade Debt Funds
Global Macro Bond Short Term
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short Investment Grade Debt Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders

Quickflows