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Jp Morgan Strategic Income Opportunities Fd Cl C: (MF: JSOCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$11.32 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.75 | 93 |
| 3 months | 0.75 | 93 |
| 6 months | 1.88 | 20 |
| 1 Year | 4.18 | 90 |
| 3 Year | 3.39 | 32 |
| 5 Year | 2.86 | 43 |
| 10 Year | 2.06 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 66.69 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.18 |
| 5 Year | 2.85 |
| 10 Year | 2.06 |
| Since Inception | 3.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.75 | NA | NA | NA |
| 2024 | 1.26 | 1.30 | 0.93 | 1.12 |
| 2023 | 0.73 | 1.25 | 1.44 | 1.00 |
| 2022 | -0.61 | -0.47 | 0.31 | 0.40 |
| 2021 | 0.08 | 0.18 | 0.00 | -0.34 |
| 2020 | -3.91 | 3.41 | 0.90 | 0.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.75 | 4.71 | 4.51 | -0.37 | -0.07 | 0.77 | 3.20 | 0.01 | 2.48 | 8.40 | -2.83 |
| % Total Return Rel to Index | -2.03 | 3.44 | -1.01 | 12.64 | 1.47 | -6.72 | -5.52 | -0.01 | -1.05 | 5.74 | -3.41 |
| % Total Return Rel to Peer | -1.38 | 0.84 | -1.88 | 9.15 | -0.74 | -5.15 | -4.77 | 1.15 | -1.52 | 3.26 | -0.85 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 3.00 | 5.00 | 5.00 | 2.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.09 | 0.49 | 0.45 | 0.12 | 0.00 | 0.05 | 0.23 | 0.25 | 0.28 | 0.41 | 0.29 |
| % Yield | 0.80 | 4.18 | 4.03 | 1.08 | 0.01 | 0.48 | 2.02 | 2.15 | 2.37 | 3.43 | 2.58 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.44 | 1.40 | 1.47 | 1.44 | 1.48 | 1.49 | 1.49 | 1.48 | 1.43 | 1.38 |
* 1 = Top 20%, 5 = Bottom 20%