JPMorgan

Statistics as of May 01, 2025

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Found total of 151 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
11.6%
3yr Sharpe
-
YTD Return
-5.8%
3yr Return
-
1yr Return
11.1%
Total Assets
$24B
6M Money Flow
$7B
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.3%
3yr Sharpe
0.22
YTD Return
-0.9%
3yr Return
16.7%
1yr Return
3.7%
Total Assets
$251M
6M Money Flow
-$75M
Derivative Income
Expense Ratio
0.35%
TTM Yield
8.2%
3yr Sharpe
0.28
YTD Return
-1.6%
3yr Return
23.6%
1yr Return
7.3%
Total Assets
$39B
6M Money Flow
$3B
Derivative Income
Expense Ratio
0.60%
TTM Yield
8.0%
3yr Sharpe
0.25
YTD Return
-1.8%
3yr Return
22.6%
1yr Return
7.0%
Total Assets
$6B
6M Money Flow
-$169M
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.9%
3yr Sharpe
0.26
YTD Return
1.1%
3yr Return
20.2%
1yr Return
8.2%
Total Assets
$404M
6M Money Flow
-$836M
Emerging Markets Bond
Expense Ratio
0.39%
TTM Yield
7.4%
3yr Sharpe
-0.06
YTD Return
2.1%
3yr Return
11.9%
1yr Return
6.4%
Total Assets
$49M
6M Money Flow
-$533M
High Yield Bond
Expense Ratio
0.50%
TTM Yield
7.4%
3yr Sharpe
0.21
YTD Return
1.5%
3yr Return
18.9%
1yr Return
9.4%
Total Assets
$6B
6M Money Flow
$387M
Emerging Markets Bond
Expense Ratio
0.65%
TTM Yield
6.6%
3yr Sharpe
0.04
YTD Return
1.1%
3yr Return
15.4%
1yr Return
8.4%
Total Assets
$988M
6M Money Flow
-$11M
Multisector Bond
Expense Ratio
0.40%
TTM Yield
6.0%
3yr Sharpe
-0.03
YTD Return
2.5%
3yr Return
13.3%
1yr Return
8.9%
Total Assets
$13B
6M Money Flow
$2B
Multisector Bond
Expense Ratio
0.39%
TTM Yield
6.0%
3yr Sharpe
0.03
YTD Return
2.2%
3yr Return
14.2%
1yr Return
8.1%
Total Assets
$3B
6M Money Flow
$1B
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.8%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
13.4%
1yr Return
9.5%
Total Assets
$8B
6M Money Flow
-$597M
Preferred Stock
Expense Ratio
0.55%
TTM Yield
5.7%
3yr Sharpe
0.09
YTD Return
0.5%
3yr Return
16.4%
1yr Return
8.4%
Total Assets
$1B
6M Money Flow
$63M
Health
Expense Ratio
0.65%
TTM Yield
5.5%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-5.3%
Total Assets
$8M
6M Money Flow
$954K
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
5.2%
3yr Sharpe
0.07
YTD Return
3.5%
3yr Return
16.1%
1yr Return
3.5%
Total Assets
$323M
6M Money Flow
-$7M
Corporate Bond
Expense Ratio
0.04%
TTM Yield
5.1%
3yr Sharpe
-0.16
YTD Return
1.9%
3yr Return
9.3%
1yr Return
6.8%
Total Assets
$38M
6M Money Flow
-$6M
Corporate Bond
Expense Ratio
0.40%
TTM Yield
5.1%
3yr Sharpe
-0.13
YTD Return
2.0%
3yr Return
10.0%
1yr Return
7.3%
Total Assets
$360M
6M Money Flow
$29M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.1%
3yr Sharpe
-0.22
YTD Return
2.9%
3yr Return
8.7%
1yr Return
8.2%
Total Assets
$6B
6M Money Flow
$2B
Target-Date 2020
Expense Ratio
0.34%
TTM Yield
5.0%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
15.3%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
-$120M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-0.26
YTD Return
2.8%
3yr Return
7.7%
1yr Return
8.1%
Total Assets
$23B
6M Money Flow
$105M
Long Government
Expense Ratio
0.04%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
2.7%
3yr Return
-
1yr Return
4.4%
Total Assets
$11M
6M Money Flow
$3M
Ultrashort Bond
Expense Ratio
0.18%
TTM Yield
4.9%
3yr Sharpe
0.30
YTD Return
1.6%
3yr Return
14.5%
1yr Return
5.5%
Total Assets
$30B
6M Money Flow
$3B
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.9%
3yr Sharpe
0.10
YTD Return
1.6%
3yr Return
14.1%
1yr Return
5.3%
Total Assets
$5B
6M Money Flow
-$634M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.8%
3yr Sharpe
-0.05
YTD Return
2.5%
3yr Return
13.3%
1yr Return
7.6%
Total Assets
$586M
6M Money Flow
$16M
Global Bond
Expense Ratio
0.50%
TTM Yield
4.8%
3yr Sharpe
0.09
YTD Return
3.5%
3yr Return
15.6%
1yr Return
8.1%
Total Assets
$686M
6M Money Flow
$172M
Nontraditional Bond
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
0.05
YTD Return
1.6%
3yr Return
14.4%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
$3M
Global Bond
Expense Ratio
0.65%
TTM Yield
4.7%
3yr Sharpe
-0.12
YTD Return
2.1%
3yr Return
11.5%
1yr Return
7.2%
Total Assets
$4B
6M Money Flow
-$48M
Nontraditional Bond
Expense Ratio
0.75%
TTM Yield
4.7%
3yr Sharpe
-0.32
YTD Return
1.4%
3yr Return
13.2%
1yr Return
4.5%
Total Assets
$10B
6M Money Flow
-$33M
Target-Date 2020
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
0.13
YTD Return
1.0%
3yr Return
15.8%
1yr Return
9.2%
Total Assets
$839M
6M Money Flow
-$94M
Intermediate Core Bond
Expense Ratio
0.25%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
8.9%
Total Assets
$2B
6M Money Flow
$1B
Short-Term Bond
Expense Ratio
0.23%
TTM Yield
4.4%
3yr Sharpe
0.18
YTD Return
1.9%
3yr Return
15.0%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
$276M
High Yield Muni
Expense Ratio
0.35%
TTM Yield
4.3%
3yr Sharpe
-0.32
YTD Return
0.4%
3yr Return
6.0%
1yr Return
6.1%
Total Assets
$202M
6M Money Flow
$22M
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.37
YTD Return
2.9%
3yr Return
5.3%
1yr Return
7.2%
Total Assets
$1B
6M Money Flow
-$309M
Short-Term Bond
Expense Ratio
0.28%
TTM Yield
4.2%
3yr Sharpe
-0.14
YTD Return
2.2%
3yr Return
12.7%
1yr Return
6.9%
Total Assets
$11B
6M Money Flow
$808M
Short Government
Expense Ratio
0.04%
TTM Yield
4.2%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
6.3%
Total Assets
$32M
6M Money Flow
$29M
Intermediate Core Bond
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.31
YTD Return
3.1%
3yr Return
7.0%
1yr Return
7.8%
Total Assets
$49B
6M Money Flow
-$458M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.1%
3yr Sharpe
-0.03
YTD Return
2.8%
3yr Return
13.4%
1yr Return
7.9%
Total Assets
$4B
6M Money Flow
-$824K
Pacific/Asia ex-Japan Stk
Expense Ratio
0.19%
TTM Yield
4.1%
3yr Sharpe
-0.06
YTD Return
3.9%
3yr Return
10.3%
1yr Return
11.7%
Total Assets
$5B
6M Money Flow
$123M
Foreign Large Value
Expense Ratio
0.37%
TTM Yield
4.0%
3yr Sharpe
0.28
YTD Return
12.0%
3yr Return
27.9%
1yr Return
14.0%
Total Assets
$324M
6M Money Flow
-$40M
Intermediate Core Bond
Expense Ratio
0.40%
TTM Yield
4.0%
3yr Sharpe
-0.27
YTD Return
3.3%
3yr Return
7.8%
1yr Return
8.4%
Total Assets
$6B
6M Money Flow
$7M
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
4.0%
3yr Sharpe
0.73
YTD Return
16.2%
3yr Return
56.1%
1yr Return
19.9%
Total Assets
$1B
6M Money Flow
$293M
Target-Date Retirement
Expense Ratio
0.34%
TTM Yield
4.0%
3yr Sharpe
0.13
YTD Return
1.4%
3yr Return
17.7%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
-$42M
Inflation-Protected Bond
Expense Ratio
0.25%
TTM Yield
4.0%
3yr Sharpe
-0.33
YTD Return
3.9%
3yr Return
8.3%
1yr Return
8.9%
Total Assets
$698M
6M Money Flow
$2M