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USD
JPMorgan Short Duration Bond A (OGLVX)
10.71
0.00
(0.00%)
As of 8:10:21 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.30% |
|---|---|
| 5y Average Return | 2.41% |
| Number of Years Up | 29 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 29, 2026) | 5.32% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 5.32% |
| Worst 3Y Total Return | -0.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OGLVX
Category
- YTD
- 0.45%
- 0.44%
- 1-Month
- -0.76%
- 0.02%
- 3-Month
- -0.38%
- 0.56%
- 1-Year
- 1.52%
- 2.65%
- 3-Year
- 4.50%
- 3.38%
- 5-Year
- 2.19%
- 2.40%
- 10-Year
- 2.02%
- 2.01%
- Last Bull Market
- 3.79%
- 2.63%
- Last Bear Market
- -0.95%
- -0.33%
Annual Total Return (%) History
Year
OGLVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.19% | 0.64% | -0.38% | -- |
|
2025
|
1.53% | 1.34% | 1.28% | 1.07% |
|
2024
|
0.65% | 1.07% | 2.96% | 0.06% |
|
2023
|
1.71% | -0.20% | 0.73% | 2.93% |
|
2022
|
-2.55% | -0.95% | -1.26% | 0.77% |
|
2021
|
0.23% | 0.04% | -0.02% | -0.56% |
|
2020
|
0.02% | 3.10% | 0.52% | 0.57% |
|
2019
|
1.34% | 1.39% | 0.76% | 0.44% |
|
2018
|
-0.36% | 0.16% | 0.19% | 0.91% |
|
2017
|
0.31% | 0.24% | 0.24% | -0.27% |
Rank in Category (By Total Return)
| YTD | 47 |
| 1-Month | 33 |
|---|---|
| 3-Month | 32 |
| 1-Year | 51 |
| 3-Year | 72 |
| 5-Year | 52 |
Load Adjusted Returns
| 1-Year | -0.77% |
| 3-Year | 3.71% |
|---|---|
| 5-Year | 1.73% |
| 10-Year | 1.79% |
Performance & Risk
| YTD Return | 1.30% |
| 5y Average Return | 2.41% |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.27 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | JPMorgan |
| Net Assets | 13.29B |
| YTD Return | 0.45% |
| Yield | 3.99% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2001 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.
