APDFX vs. JCPB
Compare and contrast key facts about Artisan High Income Fund Advisor Class (APDFX) and JPMorgan Core Plus Bond ETF (JCPB).
APDFX is an actively managed fund by Artisan. It was launched on Mar 19, 2014. JCPB is an actively managed fund by JPMorgan. It was launched on Jan 28, 2019.
Performance
APDFX vs. JCPB - Performance Comparison
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APDFX vs. JCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | -1.52% | 8.32% | 8.46% | 15.98% | -10.57% | 3.99% | 9.67% | 11.07% |
JCPB JPMorgan Core Plus Bond ETF | 0.20% | 7.98% | 2.96% | 7.13% | -12.90% | -0.51% | 9.19% | 7.76% |
Returns By Period
In the year-to-date period, APDFX achieves a -1.52% return, which is significantly lower than JCPB's 0.20% return.
APDFX
- 1D
- 0.45%
- 1M
- -1.54%
- YTD
- -1.52%
- 6M
- -0.55%
- 1Y
- 5.38%
- 3Y*
- 8.56%
- 5Y*
- 4.05%
- 10Y*
- 6.74%
JCPB
- 1D
- -0.03%
- 1M
- -1.43%
- YTD
- 0.20%
- 6M
- 1.14%
- 1Y
- 4.83%
- 3Y*
- 4.74%
- 5Y*
- 1.25%
- 10Y*
- —
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APDFX vs. JCPB - Expense Ratio Comparison
APDFX has a 0.80% expense ratio, which is higher than JCPB's 0.38% expense ratio.
Return for Risk
APDFX vs. JCPB — Risk / Return Rank
APDFX
JCPB
APDFX vs. JCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund Advisor Class (APDFX) and JPMorgan Core Plus Bond ETF (JCPB). 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.
| APDFX | JCPB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 1.12 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.58 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.20 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.85 | +0.22 |
Martin ratioReturn relative to average drawdown | 7.85 | 5.56 | +2.29 |
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
| APDFX | JCPB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 1.12 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.23 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.55 | +0.56 |
Correlation
The correlation between APDFX and JCPB is 0.30, 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
APDFX vs. JCPB - Dividend Comparison
APDFX's dividend yield for the trailing twelve months is around 6.50%, more than JCPB's 4.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APDFX Artisan High Income Fund Advisor Class | 6.50% | 6.86% | 7.27% | 7.39% | 6.34% | 5.41% | 5.42% | 6.94% | 7.17% | 8.01% | 6.70% | 7.48% |
JCPB JPMorgan Core Plus Bond ETF | 4.96% | 4.90% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
APDFX vs. JCPB - Drawdown Comparison
The maximum APDFX drawdown since its inception was -21.52%, which is greater than JCPB's maximum drawdown of -16.67%. Use the drawdown chart below to compare losses from any high point for APDFX and JCPB.
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Drawdown Indicators
| APDFX | JCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.52% | -16.67% | -4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -2.75% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -14.64% | -16.67% | +2.03% |
Max Drawdown (10Y)Largest decline over 10 years | -21.52% | — | — |
Current DrawdownCurrent decline from peak | -2.20% | -1.85% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -4.33% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 0.92% | -0.19% |
Volatility
APDFX vs. JCPB - Volatility Comparison
The current volatility for Artisan High Income Fund Advisor Class (APDFX) is 1.20%, while JPMorgan Core Plus Bond ETF (JCPB) has a volatility of 1.74%. This indicates that APDFX experiences smaller price fluctuations and is considered to be less risky than JCPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APDFX | JCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 1.74% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 2.57% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 4.33% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 5.35% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.25% | 5.08% | +0.17% |