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Jpmorgan Strategic Income Opportunities Fund I Class: (MF: JSOSX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$11.44 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.01 | 91 |
| 3 months | 1.01 | 91 |
| 6 months | 2.33 | 12 |
| 1 Year | 5.00 | 68 |
| 3 Year | 4.18 | 18 |
| 5 Year | 3.64 | 32 |
| 10 Year | 2.82 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 87.80 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.00 |
| 5 Year | 3.63 |
| 10 Year | 2.82 |
| Since Inception | 3.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.01 | NA | NA | NA |
| 2024 | 1.44 | 1.56 | 1.02 | 1.30 |
| 2023 | 0.82 | 1.52 | 1.61 | 1.19 |
| 2022 | -0.39 | -0.31 | 0.50 | 0.67 |
| 2021 | 0.28 | 0.27 | 0.25 | -0.18 |
| 2020 | -3.71 | 3.59 | 1.10 | 0.69 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.01 | 5.44 | 5.25 | 0.46 | 0.63 | 1.55 | 3.96 | 0.76 | 3.33 | 9.18 | -2.19 |
| % Total Return Rel to Index | -1.76 | 4.17 | -0.27 | 13.48 | 2.18 | -5.95 | -4.75 | 0.74 | -0.21 | 6.52 | -2.76 |
| % Total Return Rel to Peer | -1.12 | 1.57 | -1.14 | 9.99 | -0.03 | -4.38 | -4.01 | 1.90 | -0.67 | 4.04 | -0.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 2.00 | 5.00 | 5.00 | 2.00 | 3.00 | 1.00 | 5.00 |
| % Dividends | 0.11 | 0.57 | 0.54 | 0.19 | 0.06 | 0.14 | 0.32 | 0.33 | 0.37 | 0.49 | 0.38 |
| % Yield | 0.97 | 4.85 | 4.71 | 1.62 | 0.52 | 1.21 | 2.73 | 2.87 | 3.09 | 4.13 | 3.30 |
| Capital Gains ($) | 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 | 0.69 | 0.65 | 0.72 | 0.69 | 0.73 | 0.74 | 0.74 | 0.73 | 0.68 | 0.63 |
* 1 = Top 20%, 5 = Bottom 20%