JSDUX Alternatives & Similar Mutual Funds

JPMorgan Short Duration Bond Fund Class R6 (JSDUX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JSDUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JSDUX

JSDUX charges 0.28% annually. There are 12 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	JSDUX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	JSDUX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	JSDUX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	JSDUX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	JSDUX vs TNSHX

Best Risk-Adjusted Alternatives to JSDUX

JSDUX has a PortfoliosLab risk / return rank of 76. There are 48 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	JSDUX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	JSDUX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	JSDUX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	JSDUX vs DFAIX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	JSDUX vs DBLSX

Top Performing JSDUX Alternatives (YTD)

JSDUX is at 0.47% YTD. There are 88 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	JSDUX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	JSDUX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.29%	—	Nov 2013	JSDUX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	JSDUX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	JSDUX vs DHEIX

Lowest Volatility Alternatives to JSDUX

JSDUX has 1.45% 1-year volatility. There are 22 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	JSDUX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	JSDUX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	JSDUX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.12%	—	Mar 2009	JSDUX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.17%	—	Nov 2013	JSDUX vs DFAIX

Lowest Drawdown Alternatives to JSDUX

JSDUX has a 1-year max drawdown of -1.09%. There are 30 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	JSDUX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	JSDUX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	JSDUX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	JSDUX vs DHEAX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	JSDUX vs HOBEX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	17	6.80%	—	Nov 2010	JSDUX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	17	6.67%	—	Feb 1992	JSDUX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	16	6.55%	—	Feb 1994	JSDUX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	15	0.97%	—	Aug 2018	JSDUX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	77	12.33%	—	Jul 1987	JSDUX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	13	-1.57%	—	Dec 2013	JSDUX vs JHEQX
JMSIX	JPMorgan Income Fund	Multisector Bonds	81	1.11%	—	Jun 2014	JSDUX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	30	5.65%	—	Sep 1993	JSDUX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	14	0.86%	—	Aug 2018	JSDUX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	16	4.67%	—	Oct 1999	JSDUX vs VHIAX

Often Compared With JSDUX

Investors most often compare JSDUX with VBISX, DLDFX, SNSAX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	35	0.07%	—	Mar 1994	JSDUX vs VBISX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	95	1.72%	—	Mar 2017	JSDUX vs DLDFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	87	1.66%	—	Nov 2003	JSDUX vs SNSAX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	97	1.87%	—	Sep 2015	JSDUX vs BATAX

Compare JSDUX with Any Fund or Stock

Compare JSDUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair JSDUX with funds that move differently

JPMorgan Short Duration Bond Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSDUX.

Explore JSDUX Diversifiers

JPMorgan Short Duration Bond Fund Class R6 (JSDUX) Alternatives