It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JSIAX: JPMORGAN UNCONSTRAINED DEBT FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/25/2001 |
| Last Dividend Date: | 08/27/2025 |
| 12-Mo. Yield | 4.18% |
| Expenses | 1.04% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/17/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 20 Yr | Since 10/25/2001 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.1 | 6.5 | 3.4 | 3.4 | 2.9 | 2.6 | 1.1 | -0.6 | 3.2 | 6.4 | 1.9 | 34.9 | -1.8 | -11.2 | -4.4 | 0.4 | 0.1 | 1.4 | 3.5 | -1.2 | 0.3 |
| Sharpe Ratio | NA | 0.43 | 1.3 | 0.7 | 0.19 | NA | 0.13 | 2.51 | -0.32 | 1.38 | 2.99 | 0.72 | 0.15 | -2.3 | -1.82 | -1.45 | -1.11 | -0.82 | 0.07 | 0.96 | -0.78 | 0.2 |
| Draw Down(%) | NA | 2.1 | 4.3 | 4.3 | 19.4 | NA | 20.9 | 0.7 | 2.1 | 4.3 | 1.9 | 3.2 | 0.1 | 2.9 | 16.1 | 7.8 | 3.9 | 2.6 | 8.4 | 5.3 | 6.2 | 1.7 |
| Standard Deviation(%) | NA | 2.1 | 2.2 | 12.8 | 8.9 | NA | 9.5 | 1.9 | 2.0 | 2.3 | 2.1 | 2.6 | 113.4 | 5.4 | 6.6 | 5.1 | 2.7 | 2.6 | 6.9 | 2.9 | 3.0 | 3.2 |
| Treynor Ratio | NA | -0.04 | -0.46 | 0.05 | 0.01 | NA | 0.01 | -0.24 | 0.02 | 2.0 | 0.42 | 0.14 | 0.07 | -0.15 | -0.16 | -1.06 | -0.09 | -0.05 | 0.01 | 0.06 | -0.06 | 0.02 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.02 | NA | -0.02 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | -0.02 | -0.03 | -0.07 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 |
| Beta | NA | -0.23 | -0.06 | 1.73 | 1.26 | NA | 1.42 | -0.2 | -0.27 | 0.02 | 0.15 | 0.13 | 2.61 | 0.81 | 0.76 | 0.07 | 0.32 | 0.41 | 0.63 | 0.49 | 0.41 | 0.35 |
| RSquared | NA | 0.14 | 0.01 | 0.74 | 0.61 | NA | 0.55 | 0.23 | 0.17 | 0.0 | 0.04 | 0.05 | 0.99 | 0.55 | 0.56 | 0.0 | 0.16 | 0.26 | 0.15 | 0.56 | 0.32 | 0.48 |
| Yield(%) | N/A | 4.2 | 4.1 | 3.4 | 3.2 | 2.7 | N/A | 3.6 | 3.5 | 2.2 | 3.8 | 2.5 | 0.1 | 0.0 | 2.0 | 0.6 | 0.7 | 0.3 | 0.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 5.7 | 34.7 | 23.4 | 74.4 | N/A | N/A | -2.7 | 66.4 | -41.6 | 50.8 | 1685.7 | N/A | -100.0 | 203.4 | -7.9 | 152.0 | -10.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/25/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND) (89%)
- SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) (88%)
- ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) (87%)
- ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) (86%)
- OSTIX (OSTERWEIS STRATEGIC INCOME FUND INVESTOR CLASS) (86%)
- OSIYX (Oppenheimer Strategic Income Fund Cl Y) (85%)
- RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) (84%)
- FKSAX (FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS) (84%)
- FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) (83%)
- LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income Closed Fund) (100%)
- GOF (Guggenheim Strategic Opportunities Closed Fund) (99%)
- EVV (Eaton Vance Limited Duration IF) (99%)
- EVG (Eaton Vance Short Duration Diversified Income Closed Fund) (98%)
- ERC (Allspring Multi Sector Income Fund) (98%)
- FMY (First Trust Mortgage Income Fund) (97%)
- FTF (Franklin Templeton Limited Duration) (97%)
- JHS (John Hancock Income Securities Closed Fund) (96%)
- JHI (John Hancock Investors Closed Fund) (96%)
- MCR (MFS Charter Income Trust) (95%)
Latest Articles Related to JSIAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
