Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSOSX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) | 1.88% | 4.27% | 4.59% | 3.11% | 2.80% | 2.92% | NA | 3.96% |
Data as of 07/11/2025, AR inception is 10/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSOSX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) | 10/30/2008 | 07/11/2025 |
| 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 | 4.27 | 4.59 | 3.11 | 2.80 | 2.92 | NA | 3.96 | 1.88 | 5.44 | 5.26 | 0.71 | 0.77 | 1.55 | 3.97 | 0.76 | 2.32 | 8.80 | -2.20 | 0.13 | 3.03 | 8.18 | -0.05 | 5.11 | 18.61 | 0.74 |
| Sharpe Ratio | NA | 1.07 | 1.34 | 1.31 | 0.88 | NA | NA | 1.43 | 0.65 | 2.01 | 1.61 | -0.92 | 1.46 | 0.54 | 2.96 | -0.59 | 1.14 | 3.05 | -1.21 | 0.10 | 2.74 | 5.37 | -0.03 | 3.25 | 5.72 | 0.42 |
| Standard Deviation(%) | NA | 0.89 | 0.91 | 0.82 | 1.54 | NA | NA | 2.04 | 0.86 | 0.91 | 1.00 | 0.78 | 0.51 | 2.41 | 0.84 | 1.05 | 1.46 | 2.82 | 1.83 | 1.12 | 1.09 | 1.53 | 3.00 | 1.54 | 3.23 | 10.44 |
| Draw Down(%) | NA | 0.26 | 0.44 | 0.73 | 6.20 | NA | NA | 6.40 | 0.26 | 0.18 | 0.44 | 0.68 | 0.14 | 6.20 | 0.35 | 1.66 | 1.02 | 2.66 | 4.17 | 1.68 | 1.27 | 1.09 | 6.40 | 1.70 | 4.66 | 6.15 |
| Yield(%) | 0.00 | 4.19 | 4.33 | 2.86 | 2.95 | 2.99 | 2.87 | 3.59 | 1.69 | 5.06 | 4.80 | 1.67 | 0.56 | 1.26 | 2.88 | 2.92 | 3.22 | 4.12 | 3.25 | 1.56 | 2.49 | 3.64 | 4.19 | 2.96 | 4.25 | 0.82 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| JSOSX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) |
-0.34%
Feb 2013 - Feb 2016 |
1.19%
Feb 2011 - Feb 2016 |
1.86%
Apr 2013 - Apr 2023 |
2.81%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSOSX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) |
9.21%
Nov 2008 - Nov 2011 |
7.87%
Nov 2008 - Nov 2013 |
4.94%
Nov 2008 - Nov 2018 |
4.01%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart