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JPMorgan Strategic Income Opports A (JSOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43-0.01 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.99%
5-year average return1.99%
Number of years up12
Number of years down3
Best 1-yr total return (2 May 2024)18.68%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return18.68%
Worst 3-yr total return0.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSOAXCategory
YTD2.08%1.90%
1-month0.86%0.35%
3-month1.67%1.41%
1-year6.12%7.92%
3-year2.47%3.65%
5-year2.03%3.77%
10-year2.17%2.82%
Last bull market1.96%6.13%
Last bear market-0.38%-3.74%

Annual total return (%) history

Year
JSOAXCategory
2024
N/AN/A
2023
5.10%N/A
2022
0.24%N/A
2021
0.39%N/A
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
20241.20%N/AN/AN/A
20230.76%1.46%1.56%1.22%
2022-0.43%-0.38%0.44%0.61%
20210.22%0.30%0.11%-0.24%
2020-3.78%3.54%1.04%0.64%
20192.05%0.77%0.35%0.51%
20180.21%0.71%0.93%-1.41%
20171.24%0.91%0.75%0.15%
20161.05%3.10%3.32%1.18%
20150.67%0.08%-1.99%-1.12%
20140.69%0.04%-0.35%-0.53%
20131.54%-0.17%0.47%0.92%
20122.56%1.20%2.20%1.64%
20111.79%0.01%-4.54%2.61%
20101.33%-0.28%2.08%1.85%
2009-1.16%10.00%6.61%2.39%

Rank in category (by total return)

YTD29
1-month11
3-month25
1-year37
3-year20
5-year55

Load adjusted returns

1-year2.14%
3-year1.17%
5-year1.25%
10-year1.78%