Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) | 1.51% | 3.72% | 4.58% | 3.14% | 2.82% | 2.49% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) | 10/30/2008 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 3.72 | 4.58 | 3.14 | 2.82 | 2.49 | NA | … | … | 1.51 | 3.81 | 5.18 | 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 | 1.37 | 1.53 | 0.72 | 0.74 | NA | NA | … | … | 0.84 | 1.40 | 1.89 | 1.39 | -1.61 | 0.13 | 0.43 | 2.56 | -0.91 | 0.97 | 2.94 | -1.32 | -0.15 | 2.51 | 5.03 | -0.10 | 3.33 | 5.61 | 0.38 |
| Standard Deviation(%) | NA | 0.64 | 0.82 | 0.78 | 1.55 | NA | NA | … | … | 0.68 | 0.67 | 0.82 | 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 | 0.09 | 0.35 | 1.13 | 6.15 | NA | NA | … | … | 0.09 | 0.18 | 0.26 | 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(%) | 0.26 | 3.65 | 4.30 | 3.22 | 2.82 | 2.72 | 2.86 | … | … | 1.33 | 3.92 | 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 06/03/2026, Common starting date 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 |
2.42%
Apr 2011 – Apr 2026 |
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