CBFSX vs. LKFIX
Compare and contrast key facts about JPMorgan Corporate Bond Fund (CBFSX) and LKCM Fixed Income Fund (LKFIX).
CBFSX is managed by JPMorgan. It was launched on Mar 1, 2013. LKFIX is managed by LKCM. It was launched on Dec 30, 1997.
Performance
CBFSX vs. LKFIX - Performance Comparison
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CBFSX vs. LKFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | -1.27% | 7.45% | 2.71% | 9.20% | -16.06% | -0.77% | 10.23% | 15.05% | -2.31% | 6.89% |
LKFIX LKCM Fixed Income Fund | -0.38% | 6.66% | 3.06% | 4.98% | -5.63% | -1.54% | 4.29% | 6.71% | 0.26% | 2.15% |
Returns By Period
In the year-to-date period, CBFSX achieves a -1.27% return, which is significantly lower than LKFIX's -0.38% return. Over the past 10 years, CBFSX has outperformed LKFIX with an annualized return of 2.93%, while LKFIX has yielded a comparatively lower 2.12% annualized return.
CBFSX
- 1D
- 0.48%
- 1M
- -3.03%
- YTD
- -1.27%
- 6M
- -0.51%
- 1Y
- 4.00%
- 3Y*
- 4.55%
- 5Y*
- 0.78%
- 10Y*
- 2.93%
LKFIX
- 1D
- 0.37%
- 1M
- -1.40%
- YTD
- -0.38%
- 6M
- 0.74%
- 1Y
- 4.24%
- 3Y*
- 4.24%
- 5Y*
- 1.60%
- 10Y*
- 2.12%
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CBFSX vs. LKFIX - Expense Ratio Comparison
Both CBFSX and LKFIX have an expense ratio of 0.50%.
Return for Risk
CBFSX vs. LKFIX — Risk / Return Rank
CBFSX
LKFIX
CBFSX vs. LKFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) and LKCM Fixed Income Fund (LKFIX). 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.
| CBFSX | LKFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.51 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.19 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.29 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.57 | -1.21 |
Martin ratioReturn relative to average drawdown | 4.75 | 10.06 | -5.31 |
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
| CBFSX | LKFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.51 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.55 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.81 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.25 | -0.73 |
Correlation
The correlation between CBFSX and LKFIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CBFSX vs. LKFIX - Dividend Comparison
CBFSX's dividend yield for the trailing twelve months is around 4.59%, more than LKFIX's 3.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | 4.59% | 4.54% | 4.99% | 4.18% | 4.06% | 7.96% | 3.74% | 3.14% | 4.55% | 6.78% | 3.11% | 3.11% |
LKFIX LKCM Fixed Income Fund | 3.71% | 3.57% | 3.03% | 2.28% | 1.57% | 1.36% | 1.74% | 2.27% | 2.26% | 2.04% | 2.18% | 2.78% |
Drawdowns
CBFSX vs. LKFIX - Drawdown Comparison
The maximum CBFSX drawdown since its inception was -22.42%, which is greater than LKFIX's maximum drawdown of -8.97%. Use the drawdown chart below to compare losses from any high point for CBFSX and LKFIX.
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Drawdown Indicators
| CBFSX | LKFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -8.97% | -13.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.49% | -1.76% | -1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -8.60% | -13.82% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | -8.97% | -13.45% |
Current DrawdownCurrent decline from peak | -3.03% | -1.40% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -4.39% | -1.12% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.45% | +0.55% |
Volatility
CBFSX vs. LKFIX - Volatility Comparison
JPMorgan Corporate Bond Fund (CBFSX) has a higher volatility of 1.85% compared to LKCM Fixed Income Fund (LKFIX) at 1.10%. This indicates that CBFSX's price experiences larger fluctuations and is considered to be riskier than LKFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFSX | LKFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 1.10% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 1.66% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 2.82% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 2.94% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 2.62% | +3.37% |