JPMorgan Government Bond Fund Class R2 (JGBZX)

$9.43
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - Multi Sector
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
JPMorgan Government Bond Fund Class R2 4 -0.05 -1.15% 1.64% 0.99%
Bond - Multi Sector 5 -0.04 -1.54% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -1.67% -1.85% 0.18%
Year-to-Date -1.15% -1.54% 0.39%
1 Year -1.67% -1.04% -0.63%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

4%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 4% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.99%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,246

Real cost (fees + lost compounding)

$1,543

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
83%

Return in excess of styles
(over past year)
-0.43%