JIGB

JPMorgan Corporate Bond Research Enhanced

Quantitative Factor Evaluation • Updated 2026-08-04

Overall Rating
3.0 / 5.0
B-
Expenses
B-
Factor Score 3.0 / 5.0
Liquidity
C
Factor Score 2.2 / 5.0
Risk
D
Factor Score 1.4 / 5.0
Momentum
A+
Factor Score 4.7 / 5.0
Yield
C+
Factor Score 2.5 / 5.0

Underlying Financial Metrics

Expense Ratio 0.0%
Avg Volume 3.5K
Beta 1.4
Max Drawdown N/A
Price Return 3M 66.2%
Price Return 12M 73.8%
30-Day SEC Yield N/A
Distribution Yield N/A

Historical Factor Score Progression

Date Value Growth Profitability Momentum Revisions Overall
2026-08-04 B- (3.0) C (2.2) D (1.4) A+ (4.7) C+ (2.5) B- (3.0)
2026-08-03 B- (3.0) C (2.3) C- (2.1) A+ (4.7) C+ (2.5) B (3.2)
2026-08-02 B- (3.0) C (2.3) C- (2.1) A+ (4.7) C+ (2.5) B (3.2)