CBFSX vs. GUSTX
Compare and contrast key facts about JPMorgan Corporate Bond Fund (CBFSX) and GMO U.S. Treasury Fund (GUSTX).
CBFSX is managed by JPMorgan Chase. It was launched on Mar 1, 2013. GUSTX is managed by GMO. It was launched on Mar 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBFSX or GUSTX.
Correlation
The correlation between CBFSX and GUSTX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CBFSX vs. GUSTX - Performance Comparison
Key characteristics
CBFSX:
0.97
GUSTX:
3.08
CBFSX:
1.42
GUSTX:
9.19
CBFSX:
1.17
GUSTX:
4.75
CBFSX:
0.34
GUSTX:
22.89
CBFSX:
2.74
GUSTX:
78.12
CBFSX:
1.95%
GUSTX:
0.06%
CBFSX:
5.56%
GUSTX:
1.51%
CBFSX:
-25.98%
GUSTX:
-0.67%
CBFSX:
-10.80%
GUSTX:
0.00%
Returns By Period
In the year-to-date period, CBFSX achieves a 1.47% return, which is significantly higher than GUSTX's 1.24% return. Over the past 10 years, CBFSX has outperformed GUSTX with an annualized return of 1.73%, while GUSTX has yielded a comparatively lower 1.42% annualized return.
CBFSX
1.47%
0.86%
0.46%
5.33%
-0.39%
1.73%
GUSTX
1.24%
0.00%
1.99%
4.61%
2.39%
1.42%
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CBFSX vs. GUSTX - Expense Ratio Comparison
CBFSX has a 0.50% expense ratio, which is higher than GUSTX's 0.01% expense ratio.
Risk-Adjusted Performance
CBFSX vs. GUSTX — Risk-Adjusted Performance Rank
CBFSX
GUSTX
CBFSX vs. GUSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) and GMO U.S. Treasury Fund (GUSTX). 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
CBFSX vs. GUSTX - Dividend Comparison
CBFSX's dividend yield for the trailing twelve months is around 5.04%, more than GUSTX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | 5.04% | 4.99% | 4.18% | 3.44% | 3.36% | 2.23% | 3.13% | 4.36% | 3.48% | 2.78% | 2.98% | 3.41% |
GUSTX GMO U.S. Treasury Fund | 4.20% | 4.93% | 4.05% | 1.95% | 0.08% | 0.49% | 1.13% | 0.00% | 0.00% | 0.05% | 0.04% | 0.01% |
Drawdowns
CBFSX vs. GUSTX - Drawdown Comparison
The maximum CBFSX drawdown since its inception was -25.98%, which is greater than GUSTX's maximum drawdown of -0.67%. Use the drawdown chart below to compare losses from any high point for CBFSX and GUSTX. For additional features, visit the drawdowns tool.
Volatility
CBFSX vs. GUSTX - Volatility Comparison
JPMorgan Corporate Bond Fund (CBFSX) has a higher volatility of 1.84% compared to GMO U.S. Treasury Fund (GUSTX) at 0.00%. This indicates that CBFSX's price experiences larger fluctuations and is considered to be riskier than GUSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.