Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) | 1.61% | 3.86% | 4.32% | 2.77% | 2.50% | 2.65% | NA | 3.67% |
Data as of 07/03/2025, AR inception is 10/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) | 10/30/2008 | 07/03/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 3.86 | 4.32 | 2.77 | 2.50 | 2.65 | NA | 3.67 | 1.61 | 4.74 | 5.00 | 0.24 | 0.40 | 1.31 | 3.72 | 0.43 | 2.06 | 8.56 | -2.37 | -0.14 | 2.78 | 7.81 | -0.28 | 5.08 | 18.25 | 0.67 |
| Sharpe Ratio | NA | 0.76 | 1.06 | 0.51 | 0.60 | NA | NA | 1.24 | 0.20 | -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 | -0.10 | 3.34 | 5.61 | 0.38 |
| Standard Deviation(%) | NA | 0.83 | 0.89 | 1.46 | 1.77 | NA | NA | 2.15 | 0.90 | 0.90 | 0.98 | 0.74 | 2.79 | 2.44 | 0.88 | 1.05 | 1.45 | 2.84 | 1.81 | 1.06 | 1.10 | 1.56 | 2.99 | 1.50 | 3.24 | 10.41 |
| Draw Down(%) | NA | 0.35 | 0.35 | 2.66 | 6.15 | NA | NA | 6.43 | 0.35 | 0.35 | 0.35 | 0.98 | 1.96 | 6.15 | 0.35 | 1.70 | 1.11 | 2.70 | 4.37 | 1.82 | 1.37 | 1.12 | 6.43 | 1.62 | 4.76 | 6.15 |
| Yield(%) | 0.00 | 3.96 | 4.09 | 2.62 | 2.71 | 2.75 | 2.66 | 3.32 | 1.60 | 4.80 | 4.54 | 1.46 | 0.31 | 1.02 | 2.63 | 2.68 | 2.96 | 3.89 | 3.00 | 1.30 | 2.25 | 3.37 | 3.96 | 2.93 | 4.10 | 0.75 |
Data as of 07/03/2025, AR inception is 10/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) |
-0.57%
Feb 2013 - Feb 2016 |
0.94%
Feb 2011 - Feb 2016 |
1.57%
Apr 2013 - Apr 2023 |
2.54%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) |
8.97%
Nov 2008 - Nov 2011 |
7.63%
Nov 2008 - Nov 2013 |
4.69%
Nov 2008 - Nov 2018 |
3.73%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart