JPMorgan

Statistics as of Apr 04, 2025

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Found total of 150 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Derivative Income
Expense Ratio
0.35%
TTM Yield
12.4%
3yr Sharpe
-
YTD Return
-15.1%
3yr Return
-
1yr Return
-2.3%
Total Assets
$21B
6M Money Flow
$6B
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.3%
3yr Sharpe
0.25
YTD Return
-1.9%
3yr Return
14.7%
1yr Return
3.0%
Total Assets
$278M
6M Money Flow
-$53M
Derivative Income
Expense Ratio
0.35%
TTM Yield
8.3%
3yr Sharpe
0.23
YTD Return
-7.7%
3yr Return
11.6%
1yr Return
-0.9%
Total Assets
$36B
6M Money Flow
$4B
Derivative Income
Expense Ratio
0.60%
TTM Yield
8.2%
3yr Sharpe
0.21
YTD Return
-7.8%
3yr Return
10.6%
1yr Return
-1.1%
Total Assets
$6B
6M Money Flow
-$156M
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.9%
3yr Sharpe
0.05
YTD Return
-1.7%
3yr Return
11.1%
1yr Return
4.9%
Total Assets
$672M
6M Money Flow
-$380M
High Yield Bond
Expense Ratio
0.50%
TTM Yield
7.5%
3yr Sharpe
0.06
YTD Return
-0.6%
3yr Return
12.7%
1yr Return
6.8%
Total Assets
$6B
6M Money Flow
-$451M
Emerging Markets Bond
Expense Ratio
0.39%
TTM Yield
7.1%
3yr Sharpe
-0.22
YTD Return
1.1%
3yr Return
3.6%
1yr Return
3.5%
Total Assets
$163M
6M Money Flow
-$424M
Emerging Markets Bond
Expense Ratio
0.65%
TTM Yield
6.7%
3yr Sharpe
-0.11
YTD Return
0.4%
3yr Return
7.6%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
$11M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
6.0%
3yr Sharpe
-0.17
YTD Return
-2.6%
3yr Return
3.5%
1yr Return
2.8%
Total Assets
$8B
6M Money Flow
-$564M
Multisector Bond
Expense Ratio
0.39%
TTM Yield
6.0%
3yr Sharpe
-0.01
YTD Return
1.8%
3yr Return
12.0%
1yr Return
7.4%
Total Assets
$3B
6M Money Flow
$1B
Multisector Bond
Expense Ratio
0.40%
TTM Yield
5.9%
3yr Sharpe
-0.17
YTD Return
2.0%
3yr Return
10.7%
1yr Return
8.1%
Total Assets
$13B
6M Money Flow
$3B
Health
Expense Ratio
0.65%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
-2.1%
3yr Return
-
1yr Return
-7.7%
Total Assets
$6M
6M Money Flow
-$306K
Preferred Stock
Expense Ratio
0.55%
TTM Yield
5.6%
3yr Sharpe
-0.03
YTD Return
0.0%
3yr Return
11.5%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
$57M
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
5.6%
3yr Sharpe
-0.13
YTD Return
-2.9%
3yr Return
1.3%
1yr Return
-1.7%
Total Assets
$305M
6M Money Flow
-$7M
Corporate Bond
Expense Ratio
0.04%
TTM Yield
5.0%
3yr Sharpe
-0.39
YTD Return
2.7%
3yr Return
3.1%
1yr Return
6.0%
Total Assets
$40M
6M Money Flow
-$7M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-0.40
YTD Return
3.7%
3yr Return
5.8%
1yr Return
7.4%
Total Assets
$6B
6M Money Flow
$2B
Corporate Bond
Expense Ratio
0.40%
TTM Yield
5.0%
3yr Sharpe
-0.34
YTD Return
2.6%
3yr Return
4.4%
1yr Return
6.2%
Total Assets
$366M
6M Money Flow
$39M
Ultrashort Bond
Expense Ratio
0.18%
TTM Yield
5.0%
3yr Sharpe
0.21
YTD Return
1.3%
3yr Return
14.1%
1yr Return
5.5%
Total Assets
$31B
6M Money Flow
$5B
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.9%
3yr Sharpe
0.06
YTD Return
1.3%
3yr Return
13.8%
1yr Return
5.3%
Total Assets
$6B
6M Money Flow
-$455M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
4.9%
3yr Sharpe
-0.44
YTD Return
3.6%
3yr Return
5.0%
1yr Return
7.3%
Total Assets
$23B
6M Money Flow
$267M
Nontraditional Bond
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
-0.05
YTD Return
1.0%
3yr Return
12.2%
1yr Return
5.3%
Total Assets
$1B
6M Money Flow
$67M
Nontraditional Bond
Expense Ratio
0.75%
TTM Yield
4.8%
3yr Sharpe
-0.17
YTD Return
1.0%
3yr Return
13.1%
1yr Return
4.8%
Total Assets
$10B
6M Money Flow
$125M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.8%
3yr Sharpe
-0.21
YTD Return
2.2%
3yr Return
11.6%
1yr Return
6.8%
Total Assets
$642M
6M Money Flow
$155M
Global Bond
Expense Ratio
0.50%
TTM Yield
4.8%
3yr Sharpe
-0.15
YTD Return
2.3%
3yr Return
10.8%
1yr Return
5.7%
Total Assets
$621M
6M Money Flow
$116M
Global Bond
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
-0.31
YTD Return
1.0%
3yr Return
7.5%
1yr Return
4.7%
Total Assets
$3B
6M Money Flow
-$44M
Long Government
Expense Ratio
0.04%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
7.3%
3yr Return
-
1yr Return
4.6%
Total Assets
$12M
6M Money Flow
$1M
Pacific/Asia ex-Japan Stk
Expense Ratio
0.19%
TTM Yield
4.6%
3yr Sharpe
-0.26
YTD Return
-7.9%
3yr Return
-10.2%
1yr Return
-3.2%
Total Assets
$4B
6M Money Flow
$61M
Foreign Large Value
Expense Ratio
0.37%
TTM Yield
4.5%
3yr Sharpe
0.04
YTD Return
0.6%
3yr Return
7.4%
1yr Return
0.5%
Total Assets
$302M
6M Money Flow
-$29M
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
4.5%
3yr Sharpe
0.53
YTD Return
3.4%
3yr Return
30.0%
1yr Return
5.4%
Total Assets
$842M
6M Money Flow
$206M
Short-Term Bond
Expense Ratio
0.23%
TTM Yield
4.4%
3yr Sharpe
0.07
YTD Return
2.0%
3yr Return
14.5%
1yr Return
7.0%
Total Assets
$1B
6M Money Flow
$271M
Intermediate Core Bond
Expense Ratio
0.25%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
4.3%
3yr Return
-
1yr Return
8.3%
Total Assets
$2B
6M Money Flow
$1B
Target-Date 2020
Expense Ratio
0.34%
TTM Yield
4.3%
3yr Sharpe
-0.07
YTD Return
-2.2%
3yr Return
7.7%
1yr Return
3.2%
Total Assets
$1B
6M Money Flow
-$120M
Short Government
Expense Ratio
0.04%
TTM Yield
4.3%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
5.8%
Total Assets
$30M
6M Money Flow
$26M
High Yield Muni
Expense Ratio
0.35%
TTM Yield
4.2%
3yr Sharpe
-0.47
YTD Return
1.8%
3yr Return
2.6%
1yr Return
7.0%
Total Assets
$206M
6M Money Flow
$24M
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.55
YTD Return
3.8%
3yr Return
2.4%
1yr Return
6.4%
Total Assets
$1B
6M Money Flow
$25M
Short-Term Bond
Expense Ratio
0.28%
TTM Yield
4.1%
3yr Sharpe
-0.29
YTD Return
2.0%
3yr Return
12.0%
1yr Return
6.4%
Total Assets
$11B
6M Money Flow
$867M
Target-Date Retirement
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.06
YTD Return
-2.1%
3yr Return
7.8%
1yr Return
3.2%
Total Assets
$967M
6M Money Flow
-$55M
Inflation-Protected Bond
Expense Ratio
0.25%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
7.9%
Total Assets
$683M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.48
YTD Return
3.9%
3yr Return
4.5%
1yr Return
7.0%
Total Assets
$50B
6M Money Flow
$1B
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.1%
3yr Sharpe
-0.22
YTD Return
2.3%
3yr Return
11.7%
1yr Return
6.9%
Total Assets
$4B
6M Money Flow
$2M
Target-Date 2025
Expense Ratio
0.35%
TTM Yield
4.0%
3yr Sharpe
-0.04
YTD Return
-2.8%
3yr Return
7.6%
1yr Return
2.8%
Total Assets
$2B
6M Money Flow
-$179M
Europe Stock
Expense Ratio
0.09%
TTM Yield
4.0%
3yr Sharpe
0.22
YTD Return
3.5%
3yr Return
16.0%
1yr Return
1.3%
Total Assets
$4B
6M Money Flow
-$3B