Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBOSX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS I) | 0.45% | 5.36% | 5.80% | 2.59% | 4.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBOSX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS I) | 06/03/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 5.36 | 5.80 | 2.59 | 4.02 | NA | NA | … | … | 0.45 | 8.35 | 3.54 | 6.95 | -6.07 | 1.36 | 8.06 | 10.57 | -1.89 | 6.74 | 7.96 | -0.49 | 3.41 | 1.77 |
| Sharpe Ratio | NA | 1.06 | 0.84 | 0.07 | 0.71 | NA | NA | … | … | 0.07 | 1.85 | -0.02 | 0.76 | -1.74 | 0.67 | 1.34 | 5.24 | -1.48 | 3.23 | 2.48 | -0.20 | 1.48 | 0.87 |
| Standard Deviation(%) | NA | 3.67 | 3.64 | 3.69 | 3.47 | NA | NA | … | … | 4.93 | 2.96 | 3.11 | 4.35 | 4.33 | 2.00 | 5.82 | 1.74 | 2.22 | 1.89 | 3.12 | 2.53 | 2.30 | 3.47 |
| Draw Down(%) | NA | 3.48 | 3.59 | 10.87 | 11.48 | NA | NA | … | … | 3.48 | 2.26 | 1.99 | 4.46 | 10.57 | 2.03 | 11.48 | 0.68 | 3.13 | 0.98 | 2.55 | 4.40 | 3.18 | 3.27 |
| Yield(%) | 0.00 | 4.88 | 4.59 | 3.79 | 4.12 | 3.50 | 2.63 | … | … | 1.76 | 5.35 | 4.40 | 4.01 | 3.33 | 2.57 | 3.69 | 4.32 | 5.33 | 3.43 | 4.95 | 4.84 | 4.47 | 2.22 |
Data as of 06/05/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOSX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS I) |
-0.34%
Oct 2020 – Oct 2023 |
1.55%
Sep 2017 – Sep 2022 |
2.94%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOSX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS I) |
7.35%
Oct 2022 – Oct 2025 |
6.31%
Jan 2016 – Jan 2021 |
4.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart