Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSOZX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R6) | 1.15% | 3.61% | 4.88% | 3.57% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSOZX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R6) | 11/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 3.61 | 4.88 | 3.57 | NA | NA | NA | … | … | 1.15 | 4.28 | 5.79 | 5.51 | 0.92 | 0.89 | 1.82 | 4.32 | 0.93 | 0.16 |
| Sharpe Ratio | NA | 1.50 | 1.92 | 1.31 | NA | NA | NA | … | … | 0.44 | 2.10 | 2.52 | 1.82 | -0.68 | 1.70 | 0.64 | 3.36 | -0.41 | 0.08 |
| Standard Deviation(%) | NA | 0.70 | 0.86 | 0.80 | NA | NA | NA | … | … | 0.75 | 0.67 | 0.86 | 1.03 | 0.74 | 0.51 | 2.43 | 0.85 | 1.09 | 0.81 |
| Draw Down(%) | NA | 0.26 | 0.44 | 0.66 | NA | NA | NA | … | … | 0.26 | 0.17 | 0.17 | 0.44 | 0.63 | 0.14 | 6.25 | 0.35 | 1.53 | 0.34 |
| Yield(%) | 0.00 | 3.81 | 4.67 | 3.63 | 2.65 | 1.77 | 1.33 | … | … | 1.23 | 4.37 | 5.30 | 5.01 | 1.92 | 0.81 | 1.52 | 3.13 | 3.18 | 0.50 |
Data as of 06/03/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSOZX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R6) |
1.02%
Jul 2019 – Jul 2022 |
1.76%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSOZX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R6) |
5.28%
Nov 2022 – Nov 2025 |
3.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart