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JPMorgan Income Builder A (JNBAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.72-0.01 (-0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.61%
5-Year Average Return3.49%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)39.51%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return39.51%
Worst 3-Yr Total Return0.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJNBAXCategory
YTD2.58%5.91%
1-Month2.98%0.61%
3-Month2.18%4.02%
1-Year10.38%18.59%
3-Year-0.05%8.56%
5-Year3.88%7.44%
10-Year3.84%6.20%
Last Bull Market13.79%11.89%
Last Bear Market-9.91%-8.23%

Annual Total Return (%) History

Year
JNBAXCategory
2024
N/AN/A
2023
9.20%N/A
2022
-12.97%N/A
2021
9.07%N/A
2020
6.09%8.86%
2019
14.80%14.81%
2018
-4.46%-5.04%
2017
11.84%9.86%
2016
7.56%6.62%
2015
-0.94%-2.32%
2014
3.79%4.02%
2013
9.19%7.23%
2012
17.01%9.40%
2011
-0.39%1.70%
2010
12.83%10.03%
2009
39.51%20.77%
2008
-25.50%-18.61%
2007
N/A4.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.49%N/AN/AN/A
20233.02%0.25%-2.60%8.55%
2022-4.42%-9.91%-5.56%7.02%
20212.55%4.12%-0.65%2.81%
2020-14.58%9.99%3.91%8.67%
20196.87%3.07%1.28%2.90%
2018-1.24%-0.43%2.16%-4.90%
20173.20%2.65%2.63%2.87%
20160.80%2.81%3.39%0.39%
20152.37%-1.16%-3.89%1.87%
20142.34%3.95%-2.63%0.20%
20133.41%-1.31%3.24%3.64%
20127.06%0.41%5.25%3.42%
20113.29%1.39%-10.48%6.25%
20102.81%-4.37%10.28%4.07%
2009-0.38%16.57%13.44%5.91%
2008-4.40%0.02%-8.01%-15.30%
20070.77%-0.79%N/AN/A

Rank In Category (By Total Return)

YTD61
1-Month12
3-Month22
1-Year48
3-Year69
5-Year76

Load Adjusted Returns

1-Year5.42%
3-Year-1.58%
5-Year2.93%
10-Year3.36%