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JPMorgan Trust IV - JPMorgan Preferred and Income Securities Fund (JPDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.41+0.01 (+0.11%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.86%
5-Year Average Return0.00%
Number of Years Up1
Number of Years DownN/A
Best 1 Yr Total Return (Jan 23, 2024)7.76%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return7.76%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJPDAXCategory
YTD7.76%5.09%
1-Month4.08%1.29%
3-Month7.41%3.60%
1-Year7.76%19.60%
3-Year0.00%7.20%
5-Year0.00%5.90%
10-Year0.00%6.54%
Last Bull Market0.00%11.27%
Last Bear Market-9.17%-4.58%

Annual Total Return (%) History

Year
JPDAXCategory
2023
7.76%N/A
2022
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-2.09%2.33%0.13%7.41%
2022-9.17%-1.62%3.57%N/A

Rank In Category (By Total Return)

YTD54
1-Month16
3-Month23
1-Year54
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year3.71%
3-YearN/A
5-YearN/A
10-YearN/A