Nasdaq - Delayed Quote
USD
JPMorgan Strategic Income Opports I (JSOSX)
11.40
0.00
(0.00%)
At close: November 6 at 8:02:57 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.77% |
|---|---|
| 5y Average Return | 3.57% |
| Number of Years Up | 15 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2026) | 9.18% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 9.18% |
| Worst 3Y Total Return | 0.30% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JSOSX
Category
- YTD
- 2.68%
- 0.00%
- 1-Month
- 0.32%
- 0.00%
- 3-Month
- 0.64%
- 0.00%
- 1-Year
- 3.25%
- 0.00%
- 3-Year
- 4.29%
- 0.00%
- 5-Year
- 3.54%
- 0.00%
- 10-Year
- 2.91%
- 0.00%
- Last Bull Market
- 3.44%
- 0.00%
- Last Bear Market
- -0.31%
- 0.00%
Annual Total Return (%) History
Year
JSOSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.78% | 0.95% | 0.61% | -- |
|
2025
|
1.02% | 1.02% | 1.05% | 0.90% |
|
2024
|
1.35% | 1.56% | 1.03% | 1.30% |
|
2023
|
0.82% | 1.52% | 1.62% | 1.28% |
|
2022
|
-0.40% | -0.31% | 0.50% | 0.68% |
|
2021
|
0.29% | 0.28% | 0.26% | -0.18% |
|
2020
|
-3.71% | 3.59% | 1.10% | 0.70% |
|
2019
|
2.11% | 0.82% | 0.41% | 0.57% |
|
2018
|
0.28% | 0.85% | 0.99% | -1.34% |
|
2017
|
1.39% | 0.97% | 0.81% | 0.12% |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 46 |
|---|---|
| 3-Month | 14 |
| 1-Year | 22 |
| 3-Year | 81 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 3.25% |
| 3-Year | 4.29% |
|---|---|
| 5-Year | 3.54% |
| 10-Year | 2.91% |
Performance & Risk
| YTD Return | 2.77% |
| 5y Average Return | 3.57% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -0.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan |
| Net Assets | 9.25B |
| YTD Return | 2.68% |
| Yield | 3.65% |
| 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.
