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JSOSX: JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 11.45 0(0.0%) July 10
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/30/2008 |
| Last Dividend Date: | 05/28/2025 |
| 12-Mo. Yield | 4.19% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/08/2025)
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(%) | 0.1 | 1.8 | 4.1 | 4.6 | 3.1 | 2.8 | 2.9 | 3.8 | 5.4 | 5.3 | 0.7 | 0.8 | 1.5 | 4.0 | 0.8 | 2.3 | 8.8 | -2.2 | 0.1 | 3.0 | 8.2 | -0.0 | 5.1 | 18.6 | 0.7 |
| Sharpe Ratio | NA | 0.65 | 1.07 | 1.34 | 1.31 | 0.88 | NA | 1.43 | 2.01 | 1.61 | -0.92 | 1.46 | 0.54 | 2.96 | -0.59 | 1.14 | 3.05 | -1.21 | 0.1 | 2.74 | 5.37 | -0.03 | 3.25 | 5.72 | 0.42 |
| Draw Down(%) | NA | 0.3 | 0.3 | 0.4 | 0.7 | 6.2 | NA | 6.4 | 0.2 | 0.4 | 0.7 | 0.1 | 6.2 | 0.3 | 1.7 | 1.0 | 2.7 | 4.2 | 1.7 | 1.3 | 1.1 | 6.4 | 1.7 | 4.7 | 6.2 |
| Standard Deviation(%) | NA | 0.9 | 0.9 | 0.9 | 0.8 | 1.5 | NA | 2.0 | 0.9 | 1.0 | 0.8 | 0.5 | 2.4 | 0.8 | 1.1 | 1.5 | 2.8 | 1.8 | 1.1 | 1.1 | 1.5 | 3.0 | 1.5 | 3.2 | 10.4 |
| Treynor Ratio | NA | -0.99 | -1.47 | -1.28 | -1.78 | 0.74 | NA | 0.93 | -1.46 | -3.08 | 0.7 | 5.34 | 0.57 | 0.75 | -0.23 | 0.2 | 0.73 | -0.5 | 0.03 | 0.81 | 1.61 | -0.01 | 1.54 | 4.52 | 0.73 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 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 | -0.01 | 0.02 | NA | 0.03 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.03 | 0.03 | 0.08 | 0.12 | 0.04 | 0.04 | 0.04 | 0.05 | 0.06 | 0.03 | 0.04 | 0.06 |
| RSquared | NA | 0.03 | 0.02 | 0.03 | 0.02 | 0.05 | NA | 0.09 | 0.03 | 0.0 | 0.1 | 0.0 | 0.11 | 0.24 | 0.19 | 0.15 | 0.3 | 0.14 | 0.2 | 0.14 | 0.18 | 0.19 | 0.14 | 0.12 | 0.12 |
| Yield(%) | N/A | 1.7 | 4.2 | 4.3 | 2.9 | 2.9 | 3.0 | N/A | 5.1 | 4.8 | 1.7 | 0.6 | 1.3 | 2.9 | 2.9 | 3.2 | 4.1 | 3.2 | 1.6 | 2.5 | 3.6 | 4.2 | 3.0 | 4.2 | 0.8 |
| Dividend Growth(%) | N/A | -66.5 | -17.4 | 288.8 | -9.8 | N/A | N/A | N/A | 6.0 | 184.1 | 200.0 | -55.9 | -55.6 | -3.8 | -9.2 | -18.2 | 19.9 | 104.8 | -36.9 | -28.6 | -16.7 | 44.6 | -20.6 | 420.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2008
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