Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBONX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS R6) | 3.65% | 6.43% | 5.75% | 3.17% | 3.95% | NA | NA | 3.83% |
Data as of 07/08/2025, AR inception is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBONX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS R6) | 06/03/2013 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 6.43 | 5.75 | 3.17 | 3.95 | NA | NA | 3.83 | 3.65 | 3.68 | 7.03 | -5.91 | 1.53 | 8.21 | 10.73 | -1.72 | 6.97 | 8.09 | -0.36 | 3.56 | 1.75 |
| Sharpe Ratio | NA | 1.28 | 0.68 | 0.36 | 0.75 | NA | NA | 0.81 | 1.51 | -0.94 | 0.64 | -1.71 | 0.74 | 1.37 | 5.16 | -1.44 | 3.37 | 2.49 | -0.15 | 1.56 | 0.85 |
| Standard Deviation(%) | NA | 3.18 | 3.84 | 3.48 | 3.43 | NA | NA | 3.30 | 3.47 | 3.10 | 4.41 | 4.28 | 2.03 | 5.81 | 1.81 | 2.12 | 1.89 | 3.17 | 2.54 | 2.27 | 3.50 |
| Draw Down(%) | NA | 2.24 | 5.59 | 10.69 | 11.56 | NA | NA | 11.56 | 2.24 | 1.98 | 4.43 | 10.45 | 2.10 | 11.56 | 0.77 | 2.98 | 0.98 | 2.53 | 4.32 | 3.15 | 3.36 |
| Yield(%) | 0.00 | 4.11 | 4.25 | 3.67 | 4.16 | 3.28 | 2.46 | 4.10 | 1.85 | 4.53 | 4.19 | 3.48 | 2.74 | 3.84 | 4.47 | 5.48 | 3.55 | 5.08 | 4.97 | 4.61 | 2.29 |
Data as of 07/08/2025, AR inception is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBONX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS R6) |
-0.17%
Oct 2020 - Oct 2023 |
1.73%
Sep 2017 - Sep 2022 |
3.10%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBONX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS R6) |
6.75%
Dec 2018 - Dec 2021 |
6.48%
Jan 2016 - Jan 2021 |
3.98%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart