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Nasdaq - Delayed Quote USD
JPMorgan Strategic Income Opports C (JSOCX)
11.32
0.00
(0.00%)
At close: April 4 at 8:01:25 PM EDT
Fund Summary
The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategies/sectors including cash, money market instruments and short-term investments. The fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 8.40% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 0.75% |
| 5y Average Return | 2.86% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -0.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JSOCX | Category Average | JSOCX | Category Average | JSOCX | Category Average | |
| Alpha | -1.3 | 0.01 | 0.09 | 0.02 | 0.12 | 0.02 |
| BETA | -0.04 | 0 | 0.01 | 0 | 0.02 | 0 |
| Mean Annual Return | 0.28 | 0 | 0.24 | 0 | 0.17 | 0 |
| R-squared | 14.26 | 0.09 | 0.09 | 0.08 | 0.16 | 0.06 |
| Standard Deviation | 0.89 | 0.06 | 1.2 | 0.05 | 2.22 | 0.05 |
| Sharpe Ratio | -1.65 | 0 | 0.06 | 0.01 | 0.05 | 0.01 |
| Treynor Ratio | 34.34 | 0.07 | 12.52 | 0.15 | 4.96 | 0.08 |
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