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Jp Morgan Strategic Income Opportunities Fd Cl A: (MF: JSOAX)
(NASDAQ Mutual Funds) As of May 29, 2025 08:00 PM ET
$11.40 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.19 | 87 |
| 3 months | 0.87 | 80 |
| 6 months | 2.16 | 70 |
| 1 Year | 4.19 | 96 |
| 3 Year | 3.95 | 34 |
| 5 Year | 3.10 | 34 |
| 10 Year | 2.55 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 80.40 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.97 |
| 5 Year | 2.61 |
| 10 Year | 2.19 |
| Since Inception | 3.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.86 | NA | NA | NA |
| 2024 | 1.29 | 1.50 | 0.96 | 1.33 |
| 2023 | 0.76 | 1.46 | 1.55 | 1.13 |
| 2022 | -0.43 | -0.37 | 0.44 | 0.61 |
| 2021 | 0.22 | 0.30 | 0.10 | -0.24 |
| 2020 | -3.78 | 3.53 | 1.04 | 0.63 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.19 | 5.19 | 5.00 | 0.23 | 0.39 | 1.30 | 3.72 | 0.42 | 3.08 | 8.91 | -2.36 |
| % Total Return Rel to Index | -1.98 | 3.93 | -0.52 | 13.25 | 1.93 | -6.20 | -5.00 | 0.40 | -0.46 | 6.26 | -2.93 |
| % Total Return Rel to Peer | -1.13 | 1.32 | -1.38 | 9.76 | -0.27 | -4.63 | -4.25 | 1.56 | -0.92 | 3.78 | -0.38 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 2.00 | 5.00 | 5.00 | 2.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.14 | 0.54 | 0.51 | 0.16 | 0.03 | 0.11 | 0.29 | 0.31 | 0.34 | 0.46 | 0.35 |
| % Yield | 1.22 | 4.62 | 4.40 | 1.41 | 0.29 | 0.97 | 2.50 | 2.64 | 2.85 | 3.89 | 3.05 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.94 | 0.91 | 0.90 | 0.97 | 0.94 | 0.98 | 0.99 | 0.99 | 0.98 | 0.93 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%