Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSORX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R5) | 1.20% | 3.61% | 4.82% | 3.51% | 3.31% | 2.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSORX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R5) | 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 | 3.61 | 4.82 | 3.51 | 3.31 | 2.98 | NA | … | … | 1.20 | 4.19 | 5.69 | 5.39 | 0.73 | 0.97 | 1.71 | 4.21 | 0.85 | 3.55 | 8.99 | -1.90 | 0.32 | 3.22 | 8.36 | 0.16 | 5.30 | 18.87 | 0.77 |
| Sharpe Ratio | NA | 1.36 | 1.82 | 1.23 | 1.32 | NA | NA | … | … | 0.51 | 1.84 | 2.41 | 1.83 | -0.94 | 2.27 | 0.60 | 3.07 | -0.48 | 2.39 | 3.15 | -1.06 | 0.28 | 2.85 | 5.19 | 0.04 | 3.43 | 5.83 | 0.44 |
| Standard Deviation(%) | NA | 0.77 | 0.87 | 0.80 | 1.27 | NA | NA | … | … | 0.92 | 0.72 | 0.86 | 0.96 | 0.75 | 0.42 | 2.42 | 0.89 | 1.12 | 1.21 | 2.78 | 1.82 | 1.07 | 1.11 | 1.61 | 2.98 | 1.52 | 3.22 | 10.49 |
| Draw Down(%) | NA | 0.35 | 0.35 | 0.60 | 6.17 | NA | NA | … | … | 0.35 | 0.26 | 0.26 | 0.35 | 0.60 | 0.13 | 6.17 | 0.26 | 1.63 | 1.02 | 2.64 | 4.13 | 1.59 | 1.26 | 1.16 | 6.32 | 1.70 | 4.66 | 6.15 |
| Yield(%) | 0.00 | 3.73 | 4.59 | 3.53 | 3.18 | 3.10 | 3.24 | … | … | 1.20 | 4.28 | 5.20 | 4.92 | 1.81 | 0.70 | 1.42 | 3.03 | 3.10 | 3.41 | 4.31 | 3.45 | 1.76 | 2.67 | 3.81 | 4.38 | 3.14 | 4.40 | 0.85 |
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 |
|---|---|---|---|---|
| JSORX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R5) |
-0.12%
Feb 2013 – Feb 2016 |
1.39%
Feb 2011 – Feb 2016 |
2.14%
Apr 2013 – Apr 2023 |
2.95%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSORX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R5) |
9.40%
Nov 2008 – Nov 2011 |
8.08%
Nov 2008 – Nov 2013 |
5.25%
Nov 2008 – Nov 2018 |
4.26%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart