JPMorgan

Statistics as of Apr 02, 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.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.55
YTD Return
3.1%
3yr Return
1.7%
1yr Return
6.0%
Total Assets
$1B
6M Money Flow
$25M
Pacific/Asia ex-Japan Stk
Expense Ratio
0.19%
TTM Yield
4.2%
3yr Sharpe
-0.26
YTD Return
2.3%
3yr Return
0.4%
1yr Return
6.9%
Total Assets
$5B
6M Money Flow
$61M
Miscellaneous Region
Expense Ratio
0.19%
TTM Yield
2.3%
3yr Sharpe
-0.06
YTD Return
3.8%
3yr Return
12.4%
1yr Return
12.8%
Total Assets
$8B
6M Money Flow
$44M
Corporate Bond
Expense Ratio
0.04%
TTM Yield
5.0%
3yr Sharpe
-0.39
YTD Return
2.7%
3yr Return
3.4%
1yr Return
6.4%
Total Assets
$40M
6M Money Flow
-$7M
Diversified Emerging Mkts
Expense Ratio
0.15%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
-
1yr Return
7.5%
Total Assets
$933M
6M Money Flow
$295M
Europe Stock
Expense Ratio
0.09%
TTM Yield
3.7%
3yr Sharpe
0.22
YTD Return
12.5%
3yr Return
26.2%
1yr Return
9.8%
Total Assets
$4B
6M Money Flow
-$3B
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.6%
3yr Sharpe
0.05
YTD Return
1.5%
3yr Return
15.5%
1yr Return
8.3%
Total Assets
$682M
6M Money Flow
-$380M
Intermediate Government
Expense Ratio
0.04%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
-
1yr Return
6.0%
Total Assets
$21M
6M Money Flow
$13M
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.2%
3yr Sharpe
0.15
YTD Return
8.4%
3yr Return
20.8%
1yr Return
7.2%
Total Assets
$5B
6M Money Flow
$50M
Japan Stock
Expense Ratio
0.19%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
1.7%
3yr Return
17.8%
1yr Return
0.1%
Total Assets
$12B
6M Money Flow
-$648M
Long Government
Expense Ratio
0.04%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
5.5%
3yr Return
-
1yr Return
3.5%
Total Assets
$11M
6M Money Flow
$1M
Mid-Cap Blend
Expense Ratio
0.07%
TTM Yield
1.4%
3yr Sharpe
-0.06
YTD Return
-4.1%
3yr Return
11.9%
1yr Return
3.3%
Total Assets
$2B
6M Money Flow
-$53M
Real Estate
Expense Ratio
0.11%
TTM Yield
3.1%
3yr Sharpe
-0.25
YTD Return
1.7%
3yr Return
-3.5%
1yr Return
13.9%
Total Assets
$899M
6M Money Flow
$62M
Short Government
Expense Ratio
0.04%
TTM Yield
4.3%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
5.5%
Total Assets
$30M
6M Money Flow
$26M
Small Blend
Expense Ratio
0.09%
TTM Yield
1.4%
3yr Sharpe
-0.14
YTD Return
-9.5%
3yr Return
4.5%
1yr Return
2.2%
Total Assets
$506M
6M Money Flow
-$567K
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.28
YTD Return
-3.5%
3yr Return
29.8%
1yr Return
10.3%
Total Assets
$4B
6M Money Flow
$452M
Corporate Bond
Expense Ratio
0.40%
TTM Yield
5.0%
3yr Sharpe
-0.34
YTD Return
2.7%
3yr Return
4.6%
1yr Return
6.7%
Total Assets
$367M
6M Money Flow
$39M
Diversified Emerging Mkts
Expense Ratio
0.35%
TTM Yield
2.3%
3yr Sharpe
-0.19
YTD Return
5.4%
3yr Return
3.3%
1yr Return
8.9%
Total Assets
$2B
6M Money Flow
-$78M
Global Allocation
Expense Ratio
0.78%
TTM Yield
2.6%
3yr Sharpe
-0.18
YTD Return
1.0%
3yr Return
7.8%
1yr Return
5.0%
Total Assets
$3B
6M Money Flow
-$142M
Global Bond
Expense Ratio
0.65%
TTM Yield
4.7%
3yr Sharpe
-0.31
YTD Return
1.4%
3yr Return
8.1%
1yr Return
5.4%
Total Assets
$4B
6M Money Flow
-$44M
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
8.4%
Total Assets
$3B
6M Money Flow
$1B
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
-
Total Assets
$25M
6M Money Flow
-
Large Value
Expense Ratio
0.69%
TTM Yield
1.4%
3yr Sharpe
0.12
YTD Return
0.2%
3yr Return
20.0%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
$78M
Foreign Large Blend
Expense Ratio
0.55%
TTM Yield
3.1%
3yr Sharpe
0.05
YTD Return
7.5%
3yr Return
15.8%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
-$96M
Target-Date 2060
Expense Ratio
0.17%
TTM Yield
2.2%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
20.3%
1yr Return
8.6%
Total Assets
$643M
6M Money Flow
-$3M
Diversified Emerging Mkts
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.1%
3yr Return
-
1yr Return
-
Total Assets
$14M
6M Money Flow
$2.79
Target-Date 2060
Expense Ratio
0.41%
TTM Yield
2.3%
3yr Sharpe
0.14
YTD Return
0.5%
3yr Return
20.4%
1yr Return
7.6%
Total Assets
$806M
6M Money Flow
$71M
Large Value
Expense Ratio
0.44%
TTM Yield
1.4%
3yr Sharpe
0.20
YTD Return
1.3%
3yr Return
23.7%
1yr Return
9.6%
Total Assets
$3B
6M Money Flow
$2B
Intermediate Core Bond
Expense Ratio
0.25%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
7.7%
Total Assets
$2B
6M Money Flow
$1B
Target-Date 2025
Expense Ratio
0.17%
TTM Yield
3.5%
3yr Sharpe
-0.03
YTD Return
1.6%
3yr Return
12.9%
1yr Return
7.9%
Total Assets
$2B
6M Money Flow
-$185M
Muni California Intermediate
Expense Ratio
0.35%
TTM Yield
3.2%
3yr Sharpe
-0.52
YTD Return
0.1%
3yr Return
6.1%
1yr Return
2.1%
Total Assets
$378M
6M Money Flow
$47M
Intermediate Core Bond
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.48
YTD Return
3.2%
3yr Return
3.8%
1yr Return
6.6%
Total Assets
$50B
6M Money Flow
$1B
China Region
Expense Ratio
0.65%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
10.7%
3yr Return
-
1yr Return
24.1%
Total Assets
$13M
6M Money Flow
$404K
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-0.40
YTD Return
3.1%
3yr Return
5.1%
1yr Return
7.1%
Total Assets
$6B
6M Money Flow
$2B
Inflation-Protected Bond
Expense Ratio
0.25%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
7.6%
Total Assets
$681M
6M Money Flow
-$3M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
4.9%
3yr Sharpe
-0.44
YTD Return
3.0%
3yr Return
4.4%
1yr Return
7.0%
Total Assets
$23B
6M Money Flow
$267M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.1%
3yr Sharpe
0.30
YTD Return
-3.6%
3yr Return
31.1%
1yr Return
10.3%
Total Assets
$6M
6M Money Flow
$821
Large Blend
Expense Ratio
0.25%
TTM Yield
1.1%
3yr Sharpe
0.32
YTD Return
-3.7%
3yr Return
31.6%
1yr Return
9.3%
Total Assets
$10B
6M Money Flow
$6M
Global Large-Stock Value
Expense Ratio
0.47%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
-
Total Assets
$7M
6M Money Flow
$2M
Health
Expense Ratio
0.65%
TTM Yield
5.4%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
-3.0%
Total Assets
$7M
6M Money Flow
-$306K
Moderate Allocation
Expense Ratio
0.58%
TTM Yield
2.8%
3yr Sharpe
0.02
YTD Return
1.2%
3yr Return
15.1%
1yr Return
6.4%
Total Assets
$456M
6M Money Flow
-$24M
Diversified Emerging Mkts
Expense Ratio
0.34%
TTM Yield
2.4%
3yr Sharpe
-0.26
YTD Return
3.0%
3yr Return
0.2%
1yr Return
7.2%
Total Assets
$1B
6M Money Flow
-$3M