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CBFSX vs. GOLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

CBFSX vs. GOLD

Last updated Jun 24, 2026

CBFSX (JPMorgan Corporate Bond Fund) is Corporate Bonds fund managed by JPMorgan, while GOLD (Barrick Mining Corporation) is a stock. At a 0.27 correlation, their price movements are largely independent.

Performance

CBFSX vs. GOLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Corporate Bond Fund (CBFSX) and Barrick Mining Corporation (GOLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CBFSX achieves a 0.05% return, which is significantly lower than GOLD's 25.52% return.

CBFSX

1D
-0.36%
1M
0.53%
YTD
0.05%
6M
0.13%
1Y
4.58%
3Y*
5.19%
5Y*
0.42%
10Y*
2.80%

GOLD

1D
1.36%
1M
-2.35%
YTD
25.52%
6M
26.68%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBFSX vs. GOLD - Yearly Performance Comparison

2026 (YTD)2025
CBFSX
JPMorgan Corporate Bond Fund		0.05%0.08%
GOLD
Barrick Mining Corporation		25.52%13.01%

Correlation

The correlation between CBFSX and GOLD is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 2, 2025

0.27

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JPMorgan Corporate Bond Fund

Barrick Mining Corporation

Often compared with CBFSX:
CBFSX vs. MGHYXCBFSX vs. GUSTXCBFSX vs. USIGCBFSX vs. LKFIXCBFSX vs. MIFIXCBFSX vs. SMARXCBFSX vs. CSH2.L
Often compared with GOLD:
GOLD vs. GLDGOLD vs. GDXGOLD vs. SPYGOLD vs. NEMGOLD vs. ^DXYGOLD vs. GDXJGOLD vs. AEM

Return for Risk

CBFSX vs. GOLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CBFSX
CBFSX Risk / Return Rank: 1818
Overall Rank
CBFSX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
CBFSX Sortino Ratio Rank: 1919
Sortino Ratio Rank
CBFSX Omega Ratio Rank: 1717
Omega Ratio Rank
CBFSX Calmar Ratio Rank: 1717
Calmar Ratio Rank
CBFSX Martin Ratio Rank: 1616
Martin Ratio Rank
GOLD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBFSX vs. GOLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) and Barrick Mining Corporation (GOLD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

CBFSXGOLDDifference
Sharpe ratioReturn per unit of total volatility
1.15

—

—

Sortino ratioReturn per unit of downside risk
1.68

—

—

Omega ratioGain probability vs. loss probability

1.20

—

—

Calmar ratioReturn relative to maximum drawdown

1.39

—

—

Martin ratioReturn relative to average drawdown

3.97

—

—

CBFSX vs. GOLD - Sharpe Ratio Comparison

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Drawdowns

CBFSX vs. GOLD - Drawdown Comparison

The maximum CBFSX drawdown since its inception was -22.42%, smaller than the maximum GOLD drawdown of -40.58%. Use the drawdown chart below to compare losses from any high point for CBFSX and GOLD.

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Drawdown Indicators

CBFSXGOLDDifference

Max Drawdown

Largest peak-to-trough decline

-22.42%

-40.58%

+18.16%

Max Drawdown (1Y)

Largest decline over 1 year

-3.49%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-6.62%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-22.42%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-22.42%

—

—

Current Drawdown

Current decline from peak

-1.73%

-33.36%

+31.63%

Average Drawdown

Average peak-to-trough decline

-4.35%

-18.68%

+14.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.22%

—

—

Volatility

CBFSX vs. GOLD - Volatility Comparison

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Volatility by Period

CBFSXGOLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.09%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

3.17%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

4.22%

57.50%

-53.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.64%

57.50%

-50.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.01%

57.50%

-51.49%

Dividends

CBFSX vs. GOLD - Dividend Comparison

CBFSX's dividend yield for the trailing twelve months is around 4.54%, more than GOLD's 0.94% yield.

PositionTTM20252024202320222021202020192018201720162015
CBFSX
JPMorgan Corporate Bond Fund		4.54%4.54%4.99%4.18%4.06%7.96%3.74%3.14%4.55%6.78%3.11%3.11%
GOLD
Barrick Mining Corporation		0.94%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

CBFSX and GOLD have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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