JSDSX Performance — JPMorgan Short Duration Core Plus Fund, Class I
Data updated: 2026-07-28
JSDSX returned +0.73% year to date and +4.60% over one year to May 2026. Annualised returns are +5.60% over 3 years and +2.43% over 5 years. The fund trailed its Short-Term Core Bond category average: $100 invested three years ago grew to $118, against $119 for the category, and to $105 over one year, against $105. Volatility over the past three years was 2.48% a year. In the 12 months to May 2026 the fund took in a net $2.6B, and assets reached $6.71B.
JSDSX Growth of $100
What $100 invested in JPMorgan Short Duration Core Plus Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Core Bond category average over the same months.
| Period | JSDSX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $105 | $105 |
| 3 years (Jun 2023 – May 2026) | $118 | $119 |
| 5 years (Jun 2021 – May 2026) | $113 | $113 |
| Since data start (Sep 2019 – May 2026) | $120 | $121 |
JSDSX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.73% |
| 1 year | +4.60% |
| 3 years (annualised) | +5.60% |
| 5 years (annualised) | +2.43% |
JSDSX Annual Returns
Calendar-year total returns of JPMorgan Short Duration Core Plus Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +0.73% |
| 2025 | +6.94% |
| 2024 | +5.14% |
| 2023 | +6.23% |
| 2022 | −5.96% |
| 2021 | +0.21% |
| 2020 | +5.11% |
| 2019 (Sep–Dec) | +0.61% |
JSDSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.3% | +0.8% | −0.9% | +0.4% | +0.2% | — | — | — | — | — | — | — |
| 2025 | +0.7% | +1.1% | +0.4% | +0.8% | 0.0% | +1.0% | 0.0% | +1.1% | +0.4% | +0.4% | +0.6% | +0.4% |
| 2024 | +0.5% | −0.5% | +0.6% | −0.6% | +1.1% | +0.7% | +1.5% | +1.1% | +1.0% | −0.9% | +0.6% | 0.0% |
| 2023 | +1.8% | −1.0% | +1.2% | +0.5% | −0.4% | −0.4% | +0.6% | +0.3% | −0.6% | −0.1% | +2.1% | +2.1% |
| 2022 | −1.1% | −0.8% | −1.6% | −1.2% | +0.5% | −1.8% | +1.3% | −1.1% | −2.0% | −0.2% | +1.6% | +0.3% |
| 2021 | +0.1% | −0.1% | −0.1% | +0.5% | +0.1% | 0.0% | +0.2% | 0.0% | −0.1% | −0.4% | −0.4% | +0.2% |
| 2020 | +0.9% | +0.7% | −3.9% | +1.6% | +1.5% | +1.3% | +1.0% | +0.4% | 0.0% | +0.2% | +0.9% | +0.5% |
| 2019 | — | — | — | — | — | — | — | — | 0.0% | +0.3% | 0.0% | +0.3% |
JSDSX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 2.48%
- 3-year Sharpe ratio: 0.44 (vs 4.5% risk-free rate)
- Best month: +2.11% (Nov 2023)
- Worst month: −0.94% (Oct 2024)
JSDSX Fund Flows
Monthly money in and out of JPMorgan Short Duration Core Plus Fund, from SEC Form N-PORT.
- 12-month net flow: $2.6B
- 12-month gross sales (incl. reinvestments): $3.9B
- Sales ÷ redemptions: 2.89×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $168.8M | $163.8M | $5.0M |
| Apr 2026 | $165.4M | $249.2M | −$83.9M |
| Mar 2026 | $184.2M | $144.9M | $39.3M |
| Feb 2026 | $193.3M | $121.3M | $72.0M |
| Jan 2026 | $925.7M | $103.7M | $822.0M |
| Dec 2025 | $151.0M | $105.7M | $45.4M |
| Nov 2025 | $224.9M | $76.3M | $148.6M |
| Oct 2025 | $168.7M | $90.7M | $78.0M |
| Sep 2025 | $163.9M | $88.6M | $75.2M |
| Aug 2025 | $149.8M | $76.0M | $73.8M |
| Jul 2025 | $1.1B | $67.3M | $1.0B |
| Jun 2025 | $336.1M | $66.9M | $269.1M |
JSDSX Assets Under Management
Net assets of JPMorgan Short Duration Core Plus Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $6.71B |
| 2026-02-28 | $6.85B |
| 2025-11-30 | $5.88B |
| 2025-08-31 | $5.57B |
| 2025-05-31 | $4.16B |
| 2025-02-28 | $3.91B |
| 2024-11-30 | $3.86B |
| 2024-08-31 | $3.85B |
| 2024-05-31 | $3.73B |
| 2024-02-29 | $3.74B |
| 2023-11-30 | $3.78B |
| 2023-08-31 | $3.91B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.