JPMorgan Short Duration Core Plus Fund (JSDSX)

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JPMorgan Short Duration Core Plus Fund (JSDSX) is up 0.4% since the beginning of the year. JSDSX is currently trading at $9 per share. Investors who bought $1,000 worth of JSDSX shares 5 years ago would now be looking at an investment worth $1,120.

JPMorgan Short Duration Core Plus Fund (JSDSX) has returned 0.37% so far this year and 3.89% over the past 12 months. Over the last ten years, JSDSX has returned 3.30% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Apr 5, 2013, JSDSX's average daily return is +0.01%, while the average monthly return is +0.25%. At this rate, an investment would double in approximately 23.1 years.

Historically, 67% of months were positive and 33% were negative. The best month was Mar 2016 with a return of +2.5%, while the worst month was Mar 2020 at -3.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JSDSX closed higher 35% of trading days. The best single day was Mar 26, 2020 with a return of +1.3%, while the worst single day was Mar 19, 2020 at -1.2%.

JPMorgan Short Duration Core Plus Fund has an annualized alpha of 2.56%, beta of 0.03, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since April 05, 2013.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (13.65%) than losses (11.03%) - typical of diversified or defensive assets.
• Beta of 0.03 may look defensive, but with R2 of 0.05 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.05 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

JSDSX has an expense ratio of 0.60%, placing it in the medium range.

JSDSX ranks 63 for risk / return — better than 63% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

JPMorgan Short Duration Core Plus Fund provided a 3.96% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for JPMorgan Short Duration Core Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the JPMorgan Short Duration Core Plus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the JPMorgan Short Duration Core Plus Fund was 8.93%, occurring on Oct 20, 2022. Recovery took 392 trading sessions.

The current JPMorgan Short Duration Core Plus Fund drawdown is 0.70%.

The chart below shows the rolling one-month volatility.