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JSOAX: JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 11.38 0(0.0%) June 05
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 10/30/2008 |
| Last Dividend Date: | 05/27/2026 |
| 12-Mo. Yield | 3.65% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.2 | 3.4 | 4.5 | 3.1 | 2.8 | 2.5 | 3.5 | 3.8 | 5.2 | 5.0 | 0.2 | 0.4 | 1.3 | 3.7 | 0.4 | 2.1 | 8.6 | -2.4 | -0.1 | 2.8 | 7.8 | -0.3 | 5.1 | 18.2 | 0.7 |
| Sharpe Ratio | NA | 0.64 | 1.25 | 1.51 | 0.68 | 0.74 | NA | 1.23 | 1.4 | 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 | -0.1 | 3.33 | 5.61 | 0.38 |
| Draw Down(%) | NA | 0.1 | 0.1 | 0.4 | 1.1 | 6.1 | NA | 6.4 | 0.2 | 0.3 | 0.4 | 1.0 | 2.0 | 6.1 | 0.3 | 1.7 | 1.1 | 2.7 | 4.4 | 1.8 | 1.4 | 1.1 | 6.4 | 1.6 | 4.8 | 6.2 |
| Standard Deviation(%) | NA | 0.7 | 0.6 | 0.8 | 0.8 | 1.5 | NA | 2.1 | 0.7 | 0.8 | 1.0 | 0.7 | 2.8 | 2.4 | 0.9 | 1.0 | 1.4 | 2.8 | 1.8 | 1.1 | 1.1 | 1.6 | 3.0 | 1.5 | 3.2 | 10.4 |
| Treynor Ratio | NA | 0.3 | 0.87 | -2.21 | -0.95 | 0.76 | NA | 0.83 | -2.07 | -0.98 | -2.17 | 1.46 | -4.09 | 0.42 | 0.6 | -0.31 | 0.16 | 0.71 | -0.53 | -0.04 | 0.81 | 1.5 | -0.06 | 1.6 | 4.58 | 0.69 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | 0.06 | 0.02 |
| Beta | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | NA | 0.03 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.03 | 0.04 | 0.03 | 0.09 | 0.12 | 0.05 | 0.04 | 0.03 | 0.05 | 0.06 | 0.03 | 0.04 | 0.06 |
| RSquared | NA | 0.09 | 0.03 | 0.01 | 0.01 | 0.03 | NA | 0.08 | 0.02 | 0.06 | 0.01 | 0.07 | 0.0 | 0.13 | 0.28 | 0.26 | 0.17 | 0.3 | 0.15 | 0.17 | 0.12 | 0.18 | 0.19 | 0.14 | 0.11 | 0.11 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 4.8 | 4.5 | 1.5 | 0.3 | 1.0 | 2.6 | 2.7 | 3.0 | 3.9 | 3.0 | 1.3 | 2.2 | 3.4 | 4.0 | 2.9 | 4.1 | 0.7 |
| Dividend Growth(%) | N/A | -66.0 | N/A | N/A | N/A | N/A | N/A | N/A | -18.3 | 6.2 | 208.2 | 364.2 | -69.2 | -60.7 | -4.2 | -9.5 | -20.1 | 22.5 | 127.9 | -42.1 | -30.4 | -18.6 | 38.3 | -18.7 | 448.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/14/2008
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