Nasdaq - Delayed Quote USD

JPMorgan Strategic Income Opports A (JSOAX)

11.46 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.83%
5y Average Return 2.00%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 18, 2024) 18.68%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 18.68%
Worst 3Y Total Return 0.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSOAX
Category
YTD
1.20%
1.90%
1-Month
0.40%
0.35%
3-Month
1.20%
1.41%
1-Year
5.56%
7.92%
3-Year
2.22%
3.65%
5-Year
1.96%
3.77%
10-Year
2.07%
2.82%
Last Bull Market
1.01%
6.13%
Last Bear Market
-0.38%
-3.74%

Annual Total Return (%) History

Year
JSOAX
Category
2024
--
--
2023
5.10%
--
2022
0.24%
--
2021
0.39%
--
2020
1.30%
3.44%
2019
3.72%
6.69%
2018
0.43%
-1.17%
2017
3.08%
4.06%

2016
8.92%
5.28%
2015
-2.37%
-1.41%
2014
-0.14%
1.24%
2013
2.78%
0.29%
2012
7.82%
7.50%
2011
-0.28%
-1.29%
2010
5.06%
5.44%
2009
18.68%
19.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.20% -- -- --
2023 0.76% 1.46% 1.56% 1.22%
2022 -0.43% -0.38% 0.44% 0.61%
2021 0.22% 0.30% 0.11% -0.24%
2020 -3.78% 3.54% 1.04% 0.64%
2019 2.05% 0.77% 0.35% 0.51%
2018 0.21% 0.71% 0.93% -1.41%
2017 1.24% 0.91% 0.75% 0.15%
2016 1.05% 3.10% 3.32% 1.18%
2015 0.67% 0.08% -1.99% -1.12%

2014 0.69% 0.04% -0.35% -0.53%
2013 1.54% -0.17% 0.47% 0.92%
2012 2.56% 1.20% 2.20% 1.64%
2011 1.79% 0.01% -4.54% 2.61%
2010 1.33% -0.28% 2.08% 1.85%
2009 -1.16% 10.00% 6.61% 2.39%

Rank in Category (By Total Return)

YTD 61
1-Month 86
3-Month 61
1-Year 66
3-Year 29
5-Year 60

Load Adjusted Returns

1-Year 1.60%
3-Year 0.92%
5-Year 1.19%
10-Year 1.68%

Performance & Risk

YTD Return 1.83%
5y Average Return 2.00%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.02
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family JPMorgan
Net Assets 9.64B
YTD Return 1.20%
Yield 4.70%
Morningstar Rating
Inception Date Oct 10, 2008

Fund Summary

The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategies/sectors including cash, money market instruments and short-term investments. The fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent.

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