JPMorgan Global Bond Opportunities Fund (GBOSX)

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JPMorgan Global Bond Opportunities Fund (GBOSX) is up 1.4% since the beginning of the year. GBOSX is currently trading at $10 per share. Investors who bought $1,000 worth of GBOSX shares 5 years ago would now be looking at an investment worth $1,143.

JPMorgan Global Bond Opportunities Fund (GBOSX) has returned 1.35% so far this year and 5.99% over the past 12 months. Over the last ten years, GBOSX has returned 4.04% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 3, 2013, GBOSX's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, an investment would double in approximately 18.1 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2023 with a return of +4.0%, while the worst month was Mar 2020 at -6.3%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, GBOSX closed higher 42% of trading days. The best single day was Mar 26, 2020 with a return of +2.1%, while the worst single day was Mar 18, 2020 at -2.0%.

JPMorgan Global Bond Opportunities Fund has an annualized alpha of 2.89%, beta of 0.07, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since June 03, 2013.

• This fund participated in 23.22% of S&P 500 Index downside but only 21.71% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.07 may look defensive, but with R2 of 0.14 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.14 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

GBOSX has an expense ratio of 0.65%, placing it in the medium range.

GBOSX ranks 32 for risk / return — below 32% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

JPMorgan Global Bond Opportunities Fund provided a 4.71% dividend yield over the last twelve months, with an annual payout of $0.47 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for JPMorgan Global Bond Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the JPMorgan Global Bond Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the JPMorgan Global Bond Opportunities Fund was 11.48%, occurring on Mar 24, 2020. Recovery took 78 trading sessions.

The current JPMorgan Global Bond Opportunities Fund drawdown is 0.43%.

The chart below shows the rolling one-month volatility.