ARINX vs. JCPUX
Compare and contrast key facts about Archer Income Fund (ARINX) and JPMorgan Core Plus Bond Fund Class R6 (JCPUX).
ARINX is managed by Archer. It was launched on Mar 11, 2011. JCPUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 23, 2005.
Performance
ARINX vs. JCPUX - Performance Comparison
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ARINX vs. JCPUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | -0.43% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
JCPUX JPMorgan Core Plus Bond Fund Class R6 | -0.02% | 8.07% | 2.87% | 6.46% | -12.73% | -0.10% | 7.87% | 8.93% | -0.05% | 4.32% |
Returns By Period
In the year-to-date period, ARINX achieves a -0.43% return, which is significantly lower than JCPUX's -0.02% return. Over the past 10 years, ARINX has underperformed JCPUX with an annualized return of 2.29%, while JCPUX has yielded a comparatively higher 2.52% annualized return.
ARINX
- 1D
- -0.06%
- 1M
- -1.63%
- YTD
- -0.43%
- 6M
- 0.38%
- 1Y
- 3.40%
- 3Y*
- 4.30%
- 5Y*
- 1.33%
- 10Y*
- 2.29%
JCPUX
- 1D
- 0.42%
- 1M
- -2.16%
- YTD
- -0.02%
- 6M
- 1.23%
- 1Y
- 5.00%
- 3Y*
- 4.52%
- 5Y*
- 1.11%
- 10Y*
- 2.52%
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ARINX vs. JCPUX - Expense Ratio Comparison
ARINX has a 0.98% expense ratio, which is higher than JCPUX's 0.38% expense ratio.
Return for Risk
ARINX vs. JCPUX — Risk / Return Rank
ARINX
JCPUX
ARINX vs. JCPUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Income Fund (ARINX) and JPMorgan Core Plus Bond Fund Class R6 (JCPUX). 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.
| ARINX | JCPUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.23 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.75 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.23 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.20 | -0.18 |
Martin ratioReturn relative to average drawdown | 9.01 | 6.59 | +2.42 |
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
| ARINX | JCPUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.23 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.20 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.55 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.94 | -0.94 |
Correlation
The correlation between ARINX and JCPUX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARINX vs. JCPUX - Dividend Comparison
ARINX's dividend yield for the trailing twelve months is around 3.20%, less than JCPUX's 5.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 3.20% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 5.06% | 4.94% | 4.96% | 4.10% | 3.45% | 3.32% | 4.43% | 3.30% | 3.15% | 2.89% | 2.84% | 3.49% |
Drawdowns
ARINX vs. JCPUX - Drawdown Comparison
The maximum ARINX drawdown since its inception was -97.42%, which is greater than JCPUX's maximum drawdown of -16.81%. Use the drawdown chart below to compare losses from any high point for ARINX and JCPUX.
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Drawdown Indicators
| ARINX | JCPUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -16.81% | -80.61% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.61% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -16.81% | -80.61% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -16.81% | -80.61% |
Current DrawdownCurrent decline from peak | -97.31% | -2.16% | -95.15% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -2.31% | -7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.87% | -0.51% |
Volatility
ARINX vs. JCPUX - Volatility Comparison
The current volatility for Archer Income Fund (ARINX) is 0.78%, while JPMorgan Core Plus Bond Fund Class R6 (JCPUX) has a volatility of 1.59%. This indicates that ARINX experiences smaller price fluctuations and is considered to be less risky than JCPUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARINX | JCPUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 1.59% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.17% | 2.46% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 4.22% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,971.76% | 5.66% | +1,966.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,394.31% | 4.62% | +1,389.69% |