JSOSX vs. RBSIX
Compare and contrast key facts about JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) and RBC BlueBay Strategic Income Fund (RBSIX).
JSOSX is managed by JPMorgan Chase. It was launched on Oct 10, 2008. RBSIX is managed by RBC Global Asset Management.. It was launched on Oct 31, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSOSX or RBSIX.
Correlation
The correlation between JSOSX and RBSIX is 0.10, 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.
Performance
JSOSX vs. RBSIX - Performance Comparison
Key characteristics
JSOSX:
5.23
RBSIX:
2.76
JSOSX:
10.15
RBSIX:
4.20
JSOSX:
2.99
RBSIX:
1.92
JSOSX:
26.42
RBSIX:
4.99
JSOSX:
86.06
RBSIX:
23.59
JSOSX:
0.06%
RBSIX:
0.29%
JSOSX:
0.92%
RBSIX:
2.48%
JSOSX:
-6.40%
RBSIX:
-3.48%
JSOSX:
0.00%
RBSIX:
-0.77%
Returns By Period
In the year-to-date period, JSOSX achieves a 1.02% return, which is significantly higher than RBSIX's 0.39% return.
JSOSX
1.02%
0.25%
2.33%
4.74%
3.60%
2.80%
RBSIX
0.39%
-0.61%
1.72%
6.74%
N/A
N/A
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JSOSX vs. RBSIX - Expense Ratio Comparison
JSOSX has a 0.77% expense ratio, which is higher than RBSIX's 0.63% expense ratio.
Risk-Adjusted Performance
JSOSX vs. RBSIX — Risk-Adjusted Performance Rank
JSOSX
RBSIX
JSOSX vs. RBSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) and RBC BlueBay Strategic Income Fund (RBSIX). 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.
Dividends
JSOSX vs. RBSIX - Dividend Comparison
JSOSX's dividend yield for the trailing twelve months is around 4.81%, which matches RBSIX's 4.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 4.81% | 5.05% | 4.78% | 1.69% | 0.56% | 1.26% | 2.84% | 3.00% | 3.23% | 4.30% | 3.44% | 1.59% |
RBSIX RBC BlueBay Strategic Income Fund | 4.85% | 4.14% | 4.71% | 3.06% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JSOSX vs. RBSIX - Drawdown Comparison
The maximum JSOSX drawdown since its inception was -6.40%, which is greater than RBSIX's maximum drawdown of -3.48%. Use the drawdown chart below to compare losses from any high point for JSOSX and RBSIX. For additional features, visit the drawdowns tool.
Volatility
JSOSX vs. RBSIX - Volatility Comparison
The current volatility for JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) is 0.24%, while RBC BlueBay Strategic Income Fund (RBSIX) has a volatility of 0.59%. This indicates that JSOSX experiences smaller price fluctuations and is considered to be less risky than RBSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.