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JSOAX: JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 11.4 0(0.0%) May 01
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 10/30/2008 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 3.16% |
| Expenses | 0.75% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/30/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -0.1 | 2.4 | 3.4 | 2.8 | 2.2 | 2.4 | 3.4 | 4.7 | 5.0 | 0.2 | 0.4 | 1.3 | 3.7 | 0.4 | 2.1 | 8.6 | -2.4 | -0.1 | 2.8 | 7.8 | -0.3 | 5.1 | 18.2 | 0.7 |
| Sharpe Ratio | NA | -2.19 | -3.56 | -0.97 | 0.14 | 0.32 | NA | 1.11 | -2.05 | 0.78 | -1.54 | 0.14 | 0.44 | 2.64 | -0.85 | 0.99 | 2.95 | -1.32 | -0.15 | 2.51 | 5.03 | -0.1 | 3.34 | 5.61 | 0.38 |
| Draw Down(%) | NA | 0.5 | 0.5 | 0.6 | 2.7 | 6.3 | NA | 6.4 | 0.3 | 0.4 | 1.0 | 2.0 | 6.1 | 0.3 | 1.7 | 1.1 | 2.7 | 4.4 | 1.8 | 1.4 | 1.1 | 6.4 | 1.6 | 4.8 | 6.2 |
| Standard Deviation(%) | NA | 1.2 | 1.0 | 1.0 | 1.5 | 1.8 | NA | 2.2 | 0.9 | 1.0 | 0.7 | 2.8 | 2.4 | 0.9 | 1.0 | 1.4 | 2.8 | 1.8 | 1.1 | 1.1 | 1.6 | 3.0 | 1.5 | 3.2 | 10.4 |
| Treynor Ratio | NA | 5.05 | 5.14 | 1.12 | -0.71 | 0.28 | NA | 0.76 | 1.45 | -1.21 | 1.4 | -4.1 | 0.43 | 0.62 | -0.28 | 0.16 | 0.71 | -0.53 | -0.04 | 0.82 | 1.5 | -0.06 | 1.6 | 4.58 | 0.69 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | 0.06 | 0.02 |
| Beta | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | NA | 0.03 | -0.01 | -0.01 | -0.01 | 0.0 | 0.03 | 0.04 | 0.03 | 0.09 | 0.12 | 0.05 | 0.04 | 0.03 | 0.05 | 0.06 | 0.03 | 0.04 | 0.06 |
| RSquared | NA | 0.02 | 0.02 | 0.03 | 0.0 | 0.05 | NA | 0.08 | 0.03 | 0.01 | 0.07 | 0.0 | 0.13 | 0.28 | 0.26 | 0.17 | 0.3 | 0.15 | 0.17 | 0.12 | 0.18 | 0.19 | 0.14 | 0.11 | 0.11 |
| Yield(%) | N/A | 0.0 | 2.8 | 3.4 | 2.3 | 2.5 | 2.6 | N/A | 4.4 | 4.5 | 1.5 | 0.3 | 1.0 | 2.6 | 2.7 | 3.0 | 3.9 | 3.0 | 1.3 | 2.2 | 3.4 | 4.0 | 2.9 | 4.1 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -42.2 | 247.5 | -25.6 | N/A | N/A | N/A | -3.1 | 208.2 | 364.2 | -69.2 | -60.7 | -4.2 | -9.5 | -20.1 | 22.5 | 127.9 | -42.1 | -30.4 | -18.6 | 38.3 | -18.7 | 448.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2008
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