JPMorgan Global Bond Opportunities Fund (GBOSX)
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.
Fund Info
US46637K6872
46637K687
Sep 3, 2012
$1,000,000
Expense Ratio
GBOSX has an expense ratio of 0.65%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Global Bond Opportunities Fund (GBOSX) returned 2.43% year-to-date (YTD) and 6.63% over the past 12 months. Over the past 10 years, GBOSX returned 3.57% annually, underperforming the S&P 500 benchmark at 10.84%.
GBOSX
2.43%
0.10%
1.90%
6.63%
3.97%
3.30%
3.57%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of GBOSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.88% | 0.96% | -0.60% | 1.08% | 0.10% | 2.43% | |||||||
| 2024 | -0.10% | -0.54% | 0.71% | -1.43% | 1.25% | 0.29% | 1.86% | 1.28% | 1.44% | -1.59% | 1.20% | -0.82% | 3.53% |
| 2023 | 2.81% | -1.54% | 0.98% | 0.23% | -0.80% | 0.21% | 0.84% | -0.64% | -1.46% | -0.92% | 3.97% | 3.25% | 6.96% |
| 2022 | -1.25% | -1.29% | 0.06% | -2.35% | -0.54% | -3.79% | 2.79% | -0.78% | -2.94% | 0.40% | 3.30% | 0.42% | -6.04% |
| 2021 | -0.07% | -0.06% | -0.24% | 0.59% | 0.59% | 0.27% | 0.02% | 0.41% | -0.22% | -0.25% | -0.79% | 1.14% | 1.37% |
| 2020 | 0.85% | -0.33% | -6.31% | 2.74% | 2.54% | 1.78% | 2.49% | 0.13% | -0.42% | 0.36% | 2.81% | 1.49% | 8.05% |
| 2019 | 2.73% | 0.85% | 0.93% | 1.03% | 0.48% | 1.68% | 0.74% | 0.99% | -0.16% | 0.25% | -0.18% | 0.77% | 10.57% |
| 2018 | 0.64% | -0.63% | -0.05% | -0.35% | -0.86% | -0.26% | 1.21% | -0.19% | 0.61% | -1.16% | -0.52% | -0.31% | -1.89% |
| 2017 | 0.87% | 1.33% | 0.51% | 0.61% | 0.59% | 0.01% | 0.92% | 0.32% | 0.62% | 0.34% | -0.00% | 0.39% | 6.72% |
| 2016 | -0.57% | 0.24% | 2.80% | 1.35% | 0.32% | 1.13% | 1.84% | 1.16% | -0.19% | -0.31% | -1.25% | 1.24% | 7.96% |
| 2015 | 1.27% | 1.25% | -0.18% | 0.15% | -0.16% | -1.19% | 0.51% | -1.39% | -1.07% | 1.85% | -0.57% | -0.90% | -0.48% |
| 2014 | -0.12% | 1.74% | 0.43% | 0.79% | 0.72% | 0.67% | -0.38% | 0.73% | -1.30% | 0.24% | 0.30% | -0.43% | 3.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 92, GBOSX is among the top 8% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Global Bond Opportunities Fund (GBOSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan Global Bond Opportunities Fund provided a 4.35% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.43 | $0.38 | $0.35 | $0.27 | $0.37 | $0.41 | $0.55 | $0.34 | $0.48 | $0.50 | $0.46 |
Dividend yield | 4.35% | 4.42% | 3.91% | 3.67% | 2.60% | 3.54% | 4.06% | 5.75% | 3.34% | 4.80% | 5.12% | 4.52% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.05 | $0.04 | $0.04 | $0.04 | $0.00 | $0.17 | |||||||
| 2024 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.03 | $0.04 | $0.03 | $0.03 | $0.04 | $0.43 |
| 2023 | $0.04 | $0.03 | $0.03 | $0.06 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.02 | $0.03 | $0.38 |
| 2022 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.35 |
| 2021 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.01 | $0.02 | $0.03 | $0.02 | $0.03 | $0.02 | $0.27 |
| 2020 | $0.03 | $0.03 | $0.03 | $0.06 | $0.03 | $0.03 | $0.00 | $0.02 | $0.03 | $0.03 | $0.03 | $0.08 | $0.37 |
| 2019 | $0.03 | $0.03 | $0.03 | $0.01 | $0.01 | $0.01 | $0.01 | $0.03 | $0.02 | $0.03 | $0.03 | $0.17 | $0.41 |
| 2018 | $0.04 | $0.04 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.04 | $0.19 | $0.55 |
| 2017 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.01 | $0.02 | $0.00 | $0.04 | $0.34 |
| 2016 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.01 | $0.05 | $0.05 | $0.10 | $0.48 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.10 | $0.03 | $0.04 | $0.04 | $0.04 | $0.03 | $0.05 | $0.05 | $0.11 | $0.50 |
| 2014 | $0.03 | $0.00 | $0.03 | $0.02 | $0.02 | $0.09 | $0.00 | $0.05 | $0.02 | $0.02 | $0.02 | $0.18 | $0.46 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 73 trading sessions.
The current JPMorgan Global Bond Opportunities Fund drawdown is 0.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.48% | Mar 6, 2020 | 13 | Mar 24, 2020 | 73 | Jul 8, 2020 | 86 |
| -10.86% | Sep 24, 2021 | 272 | Oct 21, 2022 | 296 | Dec 27, 2023 | 568 |
| -5.96% | Apr 14, 2015 | 211 | Feb 11, 2016 | 52 | Apr 27, 2016 | 263 |
| -3.54% | Jun 3, 2013 | 16 | Jun 24, 2013 | 82 | Oct 18, 2013 | 98 |
| -3.18% | Sep 9, 2014 | 70 | Dec 16, 2014 | 26 | Jan 26, 2015 | 96 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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