Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBOAX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS A) | 0.54% | 5.32% | 5.59% | 2.36% | 3.73% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBOAX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS A) | 06/03/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 5.32 | 5.59 | 2.36 | 3.73 | NA | NA | … | … | 0.54 | 8.11 | 3.29 | 6.60 | -6.32 | 1.11 | 7.78 | 10.32 | -2.13 | 6.49 | 7.70 | -0.78 | 3.15 | 1.61 |
| Sharpe Ratio | NA | 0.72 | 0.65 | -0.04 | 0.62 | NA | NA | … | … | -0.20 | 1.75 | -0.11 | 0.67 | -1.80 | 0.54 | 1.29 | 5.18 | -1.63 | 3.17 | 2.36 | -0.32 | 1.34 | 0.82 |
| Standard Deviation(%) | NA | 3.71 | 3.65 | 3.71 | 3.48 | NA | NA | … | … | 4.90 | 3.00 | 3.07 | 4.41 | 4.32 | 2.00 | 5.82 | 1.71 | 2.17 | 1.85 | 3.17 | 2.55 | 2.33 | 3.37 |
| Draw Down(%) | NA | 3.61 | 3.66 | 11.14 | 11.50 | NA | NA | … | … | 3.61 | 2.28 | 2.02 | 4.73 | 10.76 | 2.14 | 11.50 | 0.77 | 3.35 | 0.99 | 2.59 | 4.56 | 3.24 | 3.27 |
| Yield(%) | 0.00 | 4.94 | 4.45 | 3.62 | 3.89 | 3.32 | 2.49 | … | … | 1.95 | 5.12 | 4.15 | 3.78 | 3.10 | 2.33 | 3.42 | 4.06 | 5.10 | 3.19 | 4.70 | 4.65 | 4.21 | 2.16 |
Data as of 06/08/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOAX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS A) |
-0.59%
Oct 2020 – Oct 2023 |
1.30%
Sep 2017 – Sep 2022 |
2.68%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOAX (JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS A) |
7.10%
Oct 2022 – Oct 2025 |
6.05%
Jan 2016 – Jan 2021 |
4.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart