CBFSX vs. PLTR
CBFSX (JPMorgan Corporate Bond Fund) is Corporate Bonds fund managed by JPMorgan, while PLTR (Palantir Technologies Inc.) is a stock. Over the past 5 years, CBFSX returned 0.42%/yr vs 34.48%/yr for PLTR. At a 0.13 correlation, their price movements are largely independent.
Performance
CBFSX vs. PLTR - Performance Comparison
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Returns By Period
In the year-to-date period, CBFSX achieves a 0.05% return, which is significantly higher than PLTR's -34.35% 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%
PLTR
- 1D
- -2.34%
- 1M
- -14.74%
- YTD
- -34.35%
- 6M
- -39.89%
- 1Y
- -16.60%
- 3Y*
- 102.61%
- 5Y*
- 34.48%
- 10Y*
- —
CBFSX vs. PLTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | 0.05% | 7.45% | 2.71% | 9.20% | -16.06% | -0.77% | 3.34% |
PLTR Palantir Technologies Inc. | -34.35% | 135.03% | 340.48% | 167.45% | -64.74% | -22.68% | 135.50% |
Correlation
The correlation between CBFSX and PLTR is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2020 | 0.13 |
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Return for Risk
CBFSX vs. PLTR — Risk / Return Rank
CBFSX
PLTR
CBFSX vs. PLTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) and Palantir Technologies Inc. (PLTR). 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.
| CBFSX | PLTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.47 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.98 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | -0.38 | +1.77 |
| Martin ratioReturn relative to average drawdown | 3.97 | -0.75 | +4.72 |
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Drawdowns
CBFSX vs. PLTR - Drawdown Comparison
The maximum CBFSX drawdown since its inception was -22.42%, smaller than the maximum PLTR drawdown of -84.62%. Use the drawdown chart below to compare losses from any high point for CBFSX and PLTR.
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Drawdown Indicators
| CBFSX | PLTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -84.62% | +62.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.49% | -43.67% | +40.18% |
Max Drawdown (3Y)Largest decline over 3 years | -6.62% | -43.67% | +37.05% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -79.14% | +56.72% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | — | — |
Current DrawdownCurrent decline from peak | -1.73% | -43.67% | +41.94% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -40.26% | +35.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 22.06% | -20.84% |
Volatility
CBFSX vs. PLTR - Volatility Comparison
The current volatility for JPMorgan Corporate Bond Fund (CBFSX) is 1.09%, while Palantir Technologies Inc. (PLTR) has a volatility of 19.16%. This indicates that CBFSX experiences smaller price fluctuations and is considered to be less risky than PLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFSX | PLTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 19.16% | -18.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.17% | 38.60% | -35.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 51.49% | -47.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.64% | 65.59% | -58.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.01% | 69.73% | -63.72% |
Dividends
CBFSX vs. PLTR - Dividend Comparison
CBFSX's dividend yield for the trailing twelve months is around 4.54%, while PLTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PLTR Palantir Technologies Inc. | 0.00% | 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 PLTR have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTR has higher volatility (19.16%) compared to CBFSX (1.09%). In terms of maximum drawdown, CBFSX dropped -22.42% vs PLTR's -84.62%.
CBFSX currently has the higher Sharpe Ratio (1.15 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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