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GBONX: JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS R6 (MUTUAL FUND)
Basic Info 9.79 0.05(0.51%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 06/03/2013 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 5.05% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 0.5 | 5.5 | 6.0 | 2.8 | 4.2 | 4.0 | 8.6 | 3.7 | 7.0 | -5.9 | 1.5 | 8.2 | 10.7 | -1.7 | 7.0 | 8.1 | -0.4 | 3.6 | 1.7 |
| Sharpe Ratio | NA | 0.1 | 1.14 | 0.89 | 0.12 | 0.77 | 0.82 | 1.98 | 0.02 | 0.77 | -1.72 | 0.74 | 1.37 | 5.12 | -1.47 | 3.36 | 2.48 | -0.15 | 1.56 | 0.85 |
| Draw Down(%) | NA | 3.6 | 3.6 | 3.6 | 10.7 | 11.6 | 11.6 | 2.2 | 2.0 | 4.4 | 10.5 | 2.1 | 11.6 | 0.8 | 3.0 | 1.0 | 2.5 | 4.3 | 3.1 | 3.4 |
| Standard Deviation(%) | NA | 4.8 | 3.6 | 3.6 | 3.7 | 3.5 | 3.3 | 2.9 | 3.1 | 4.4 | 4.3 | 2.0 | 5.8 | 1.8 | 2.1 | 1.9 | 3.2 | 2.5 | 2.3 | 3.5 |
| Treynor Ratio | NA | 0.01 | 0.05 | 0.05 | 0.01 | 0.06 | 0.07 | 0.1 | 0.0 | 0.06 | -0.3 | 0.41 | 0.11 | 0.34 | -0.59 | -2.22 | 0.38 | -0.03 | -0.18 | 0.46 |
| Alpha | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.02 | 0.01 |
| Beta | NA | 0.89 | 0.79 | 0.67 | 0.44 | 0.43 | 0.37 | 0.55 | 0.61 | 0.58 | 0.24 | 0.04 | 0.69 | 0.27 | 0.05 | -0.03 | 0.21 | 0.12 | -0.2 | 0.06 |
| RSquared | NA | 0.69 | 0.58 | 0.57 | 0.34 | 0.26 | 0.19 | 0.38 | 0.57 | 0.57 | 0.15 | 0.0 | 0.3 | 0.17 | 0.0 | 0.0 | 0.04 | 0.03 | 0.04 | 0.0 |
| Yield(%) | N/A | 1.8 | N/A | N/A | N/A | N/A | N/A | 5.5 | 4.5 | 4.2 | 3.5 | 2.7 | 3.8 | 4.5 | 5.5 | 3.6 | 5.1 | 5.0 | 4.6 | 2.3 |
| Dividend Growth(%) | N/A | -66.4 | N/A | N/A | N/A | N/A | N/A | 21.2 | 10.4 | 9.2 | 25.5 | -25.7 | -8.8 | -24.4 | 59.0 | -27.8 | -3.3 | 6.7 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2013
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