GBOSX vs. JEPAX
Compare and contrast key facts about JPMorgan Global Bond Opportunities Fund (GBOSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
GBOSX is managed by JPMorgan. It was launched on Sep 3, 2012. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
GBOSX vs. JEPAX - Performance Comparison
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GBOSX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
GBOSX JPMorgan Global Bond Opportunities Fund | -1.68% | 7.90% | 3.53% | 6.96% | -6.04% | 1.37% | 7.77% | 5.85% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -0.48% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, GBOSX achieves a -1.68% return, which is significantly lower than JEPAX's -0.48% return.
GBOSX
- 1D
- 0.52%
- 1M
- -3.01%
- YTD
- -1.68%
- 6M
- -0.69%
- 1Y
- 4.91%
- 3Y*
- 4.74%
- 5Y*
- 2.31%
- 10Y*
- 3.94%
JEPAX
- 1D
- 1.96%
- 1M
- -5.21%
- YTD
- -0.48%
- 6M
- 2.05%
- 1Y
- 6.64%
- 3Y*
- 8.91%
- 5Y*
- 7.66%
- 10Y*
- —
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GBOSX vs. JEPAX - Expense Ratio Comparison
GBOSX has a 0.65% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Return for Risk
GBOSX vs. JEPAX — Risk / Return Rank
GBOSX
JEPAX
GBOSX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Bond Opportunities Fund (GBOSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
| GBOSX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.49 | +0.98 |
Sortino ratioReturn per unit of downside risk | 2.02 | 0.80 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.13 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.79 | +0.52 |
Martin ratioReturn relative to average drawdown | 6.14 | 3.66 | +2.48 |
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
| GBOSX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.49 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.67 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.53 | +0.58 |
Correlation
The correlation between GBOSX and JEPAX is 0.33, 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
GBOSX vs. JEPAX - Dividend Comparison
GBOSX's dividend yield for the trailing twelve months is around 4.90%, less than JEPAX's 7.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBOSX JPMorgan Global Bond Opportunities Fund | 4.90% | 4.79% | 4.41% | 3.92% | 3.68% | 2.61% | 3.29% | 4.06% | 5.74% | 3.32% | 4.80% | 5.12% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.31% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GBOSX vs. JEPAX - Drawdown Comparison
The maximum GBOSX drawdown since its inception was -11.48%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for GBOSX and JEPAX.
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Drawdown Indicators
| GBOSX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.48% | -32.69% | +21.21% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -10.43% | +6.53% |
Max Drawdown (5Y)Largest decline over 5 years | -10.86% | -13.74% | +2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -11.48% | — | — |
Current DrawdownCurrent decline from peak | -3.40% | -5.53% | +2.13% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -3.05% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 2.26% | -1.42% |
Volatility
GBOSX vs. JEPAX - Volatility Comparison
The current volatility for JPMorgan Global Bond Opportunities Fund (GBOSX) is 2.17%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 4.15%. This indicates that GBOSX experiences smaller price fluctuations and is considered to be less risky than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GBOSX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.17% | 4.15% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 6.78% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.58% | 13.79% | -10.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.59% | 11.43% | -7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.42% | 15.04% | -11.62% |