BSIIX vs. JSOSX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
BSIIX is managed by BlackRock. It was launched on Feb 5, 2008. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
BSIIX vs. JSOSX - Performance Comparison
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BSIIX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | -0.96% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.41% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, BSIIX achieves a -0.96% return, which is significantly lower than JSOSX's 0.41% return. Over the past 10 years, BSIIX has outperformed JSOSX with an annualized return of 3.62%, while JSOSX has yielded a comparatively lower 3.32% annualized return.
BSIIX
- 1D
- 0.21%
- 1M
- -2.64%
- YTD
- -0.96%
- 6M
- 0.50%
- 1Y
- 5.73%
- 3Y*
- 5.74%
- 5Y*
- 2.54%
- 10Y*
- 3.62%
JSOSX
- 1D
- 0.00%
- 1M
- -0.26%
- YTD
- 0.41%
- 6M
- 1.32%
- 1Y
- 3.43%
- 3Y*
- 4.66%
- 5Y*
- 3.10%
- 10Y*
- 3.32%
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BSIIX vs. JSOSX - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is lower than JSOSX's 0.77% expense ratio.
Return for Risk
BSIIX vs. JSOSX — Risk / Return Rank
BSIIX
JSOSX
BSIIX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSIIX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 5.06 | -2.97 |
Sortino ratioReturn per unit of downside risk | 3.06 | 9.95 | -6.89 |
Omega ratioGain probability vs. loss probability | 1.43 | 3.85 | -2.43 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 13.42 | -11.21 |
Martin ratioReturn relative to average drawdown | 9.63 | 93.93 | -84.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSIIX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 5.06 | -2.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 3.99 | -3.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 2.59 | -1.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 1.98 | -0.70 |
Correlation
The correlation between BSIIX and JSOSX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BSIIX vs. JSOSX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.79%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.79% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
BSIIX vs. JSOSX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for BSIIX and JSOSX.
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Drawdown Indicators
| BSIIX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.76% | -6.40% | -12.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -0.26% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -9.13% | -0.98% | -8.15% |
Max Drawdown (10Y)Largest decline over 10 years | -9.91% | -6.19% | -3.72% |
Current DrawdownCurrent decline from peak | -2.64% | -0.26% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -1.82% | -0.47% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.04% | +0.61% |
Volatility
BSIIX vs. JSOSX - Volatility Comparison
BlackRock Strategic Income Opportunities Fund Class I (BSIIX) has a higher volatility of 1.21% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.34%. This indicates that BSIIX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSIIX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 0.34% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 0.50% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 0.68% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.58% | 0.78% | +2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.11% | 1.29% | +1.82% |