Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSOCX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) | 0.92% | 2.73% | 3.90% | 2.54% | 2.25% | 1.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSOCX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) | 10/30/2008 | 06/04/2026 |
| 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 | 2.73 | 3.90 | 2.54 | 2.25 | 1.95 | NA | … | … | 0.92 | 3.21 | 4.72 | 4.51 | -0.32 | -0.07 | 0.77 | 3.21 | 0.01 | 1.48 | 8.09 | -2.84 | -0.67 | 2.23 | 7.33 | -0.76 | 4.59 | 17.86 | 0.57 |
| Sharpe Ratio | NA | 0.24 | 0.83 | 0.02 | 0.49 | NA | NA | … | … | -0.31 | 0.52 | 1.37 | 0.94 | -2.42 | -0.23 | 0.22 | 2.09 | -1.25 | 0.60 | 2.78 | -1.57 | -0.63 | 2.05 | 4.89 | -0.27 | 2.93 | 5.41 | 0.32 |
| Standard Deviation(%) | NA | 0.66 | 0.79 | 0.75 | 1.26 | NA | NA | … | … | 0.75 | 0.64 | 0.80 | 0.93 | 0.72 | 0.43 | 2.40 | 0.83 | 1.10 | 1.39 | 2.83 | 1.83 | 1.08 | 1.07 | 1.50 | 2.91 | 1.53 | 3.28 | 10.47 |
| Draw Down(%) | NA | 0.18 | 0.35 | 1.48 | 6.29 | NA | NA | … | … | 0.18 | 0.18 | 0.18 | 0.35 | 1.14 | 0.35 | 6.29 | 0.35 | 1.79 | 1.08 | 2.74 | 4.63 | 2.12 | 1.42 | 1.15 | 6.62 | 1.62 | 4.76 | 6.25 |
| Yield(%) | 0.00 | 2.96 | 3.76 | 2.75 | 2.34 | 2.27 | 2.40 | … | … | 0.92 | 3.43 | 4.37 | 4.09 | 1.12 | 0.02 | 0.50 | 2.12 | 2.19 | 2.49 | 3.44 | 2.54 | 0.86 | 1.80 | 2.91 | 3.49 | 2.54 | 3.74 | 0.65 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JSOCX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) |
-1.06%
Feb 2013 – Feb 2016 |
0.44%
Feb 2011 – Feb 2016 |
1.08%
Apr 2013 – Apr 2023 |
1.92%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSOCX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) |
8.51%
Nov 2008 – Nov 2011 |
7.14%
Nov 2008 – Nov 2013 |
4.20%
Nov 2008 – Nov 2018 |
3.24%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart