- ISIN
- US46637K6872
- CUSIP
- 46637K687
- Issuer
- JPMorgan
- Inception Date
- Sep 3, 2012
- Category
- Multisector Bonds
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Bond
Share Price Chart
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Performance
GBOSX Performance Chart
JPMorgan Global Bond Opportunities Fund (GBOSX) is up 0.0% 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 $1,126.
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Returns By Period
JPMorgan Global Bond Opportunities Fund (GBOSX) has returned 0.01% so far this year and 3.05% over the past 12 months. Over the last ten years, GBOSX has returned 3.63% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
JPMorgan Global Bond Opportunities Fund
- 1D
- 0.21%
- 1M
- -1.01%
- 6M
- -0.82%
- YTD
- 0.01%
- 1Y
- 3.05%
- 3Y*
- 5.18%
- 5Y*
- 2.40%
- 10Y*
- 3.63%
- ALL TIME*
- 3.69%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
GBOSX Monthly Returns History
Based on dividend-adjusted daily data since Jun 3, 2013, GBOSX's average daily return is +0.01%, while the average monthly return is +0.31%. At this rate, an investment would double in approximately 18.7 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.84% | 0.93% | -3.40% | 1.51% | 1.23% | 0.10% | -1.11% | 0.01% | |||||
| 2025 | 0.88% | 0.96% | -1.03% | 1.08% | 0.64% | 1.68% | 0.03% | 1.47% | 0.74% | 0.62% | 0.32% | 0.27% | 7.90% |
| 2024 | -0.10% | -0.54% | 0.71% | -1.43% | 1.25% | 0.29% | 1.86% | 1.27% | 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% | 1.13% | 1.37% |
Benchmark Metrics
JPMorgan Global Bond Opportunities Fund has an annualized alpha of 2.76%, 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 23.86% 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.
- Alpha
- 2.76%
- Beta
- 0.07
- R²
- 0.14
- Upside Capture
- 21.71%
- Downside Capture
- 23.86%
Expense Ratio
GBOSX has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GBOSX ranks 21 for risk / return — above 21% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for JPMorgan Global Bond Opportunities Fund (GBOSX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GBOSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 2.00 | -1.14 |
| Martin ratioReturn relative to average drawdown | 2.80 | 8.49 | -5.69 |
Dividends
Dividend History
JPMorgan Global Bond Opportunities Fund provided a 4.21% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.48 | $0.42 | $0.38 | $0.35 | $0.27 | $0.35 | $0.41 | $0.55 | $0.34 | $0.48 | $0.50 |
Dividend yield | 4.21% | 4.79% | 4.41% | 3.92% | 3.68% | 2.61% | 3.29% | 4.06% | 5.74% | 3.32% | 4.80% | 5.12% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.04 | $0.04 | $0.00 | $0.05 | $0.03 | $0.00 | $0.03 | $0.19 | |||||
| 2025 | $0.04 | $0.04 | $0.00 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.05 | $0.48 |
| 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 | $0.42 |
| 2023 | $0.04 | $0.03 | $0.03 | $0.06 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $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 |
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 78 trading sessions.
The current JPMorgan Global Bond Opportunities Fund drawdown is 1.73%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-11.48%Mar 2020 | 18d | 3mo 23d | 4mo 11dMar 2020 - Jul 2020 | COVID crash2020 |
-10.86%Oct 2022 | 1y 27d | 1y 2mo | 2y 3moSep 2021 - Dec 2023 | Bear market2022 |
-5.95%Feb 2016 | 10mo 3d | 2mo 16d | 1y 14dApr 2015 - Apr 2016 | — |
-3.90%Mar 2026 | 25d | — | 5mo 3dMar 2026 - now | — |
-3.27%Jun 2013 | 19d | 2mo 27d | 3mo 16dJun 2013 - Sep 2013 | — |
Drawdown Indicators
| GBOSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.48% | -56.78% | +45.30% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -9.10% | +5.20% |
Max Drawdown (3Y)Largest decline over 3 years | -3.90% | -18.90% | +15.00% |
Max Drawdown (5Y)Largest decline over 5 years | -10.86% | -25.43% | +14.57% |
Max Drawdown (10Y)Largest decline over 10 years | -11.48% | -33.92% | +22.44% |
Current DrawdownCurrent decline from peak | -1.73% | -1.58% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -10.70% | +9.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 2.14% | -0.94% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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