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JPMorgan Global Bond Opportunities A (GBOAX)

9.63
-0.02
(-0.21%)
As of 8:06:02 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.93%
5y Average Return 3.35%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 10.32%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 10.32%
Worst 3Y Total Return 0.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GBOAX
Category
YTD
2.24%
-2.30%
1-Month
0.95%
-0.73%
3-Month
1.37%
1.24%
1-Year
7.15%
4.82%
3-Year
3.53%
3.59%
5-Year
3.48%
2.35%
10-Year
3.24%
1.33%
Last Bull Market
5.80%
3.79%
Last Bear Market
-6.74%
-1.46%

Annual Total Return (%) History

Year
GBOAX
Category
2025
--
--
2024
3.27%
--
2023
6.60%
--
2022
-6.29%
--
2021
1.12%
--
2020
7.51%
8.35%
2019
10.32%
6.73%
2018
-2.14%
-1.48%

2017
6.47%
6.87%
2016
7.70%
3.63%
2015
-0.78%
-4.00%
2014
3.15%
1.72%
2013
5.01%
-2.62%
2012
--
8.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.28% -- -- --
2024 0.01% 0.03% 4.59% -1.29%
2023 2.17% -0.53% -1.22% 6.19%
2022 -2.52% -6.74% -0.97% 4.09%
2021 -0.43% 1.39% 0.15% 0.02%
2020 -5.89% 6.91% 2.00% 4.76%
2019 4.52% 3.06% 1.62% 0.78%
2018 -0.10% -1.54% 1.57% -2.05%
2017 2.68% 1.16% 1.82% 0.67%
2016 2.40% 2.77% 2.76% -0.41%

2015 2.25% -1.26% -2.01% 0.29%
2014 1.96% 2.07% -0.92% 0.04%
2013 2.03% -1.24% 1.60% 2.58%
2012 4.56% -- -- --

Rank in Category (By Total Return)

YTD 79
1-Month 77
3-Month 86
1-Year 69
3-Year 24
5-Year 12

Load Adjusted Returns

1-Year 3.13%
3-Year 2.22%
5-Year 2.69%
10-Year 2.85%

Performance & Risk

YTD Return 1.93%
5y Average Return 3.35%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family JPMorgan
Net Assets 3.51B
YTD Return 2.24%
Yield 4.50%
Morningstar Rating
Inception Date Sep 04, 2012

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its assets in bonds. "Assets" means net assets plus the amount of borrowings for investment purposes. Under normal circumstances, it will invest at least 40% of its total assets in countries other than the United States (Non-U.S. Countries) unless the adviser determines, in its sole discretion, that conditions are not favorable.

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