CRAIX vs. JCBUX
Compare and contrast key facts about CCM Community Impact Bond Fund (CRAIX) and JPMorgan Core Bond Fund Class R6 (JCBUX).
CRAIX is managed by Community Capital Management. It was launched on Aug 30, 1999. JCBUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 22, 2005.
Performance
CRAIX vs. JCBUX - Performance Comparison
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CRAIX vs. JCBUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | -0.12% | 6.40% | 1.97% | 3.98% | -10.19% | -1.72% | 3.99% | 5.44% | 0.10% | 2.81% |
JCBUX JPMorgan Core Bond Fund Class R6 | 0.15% | 7.55% | 2.25% | 5.85% | -12.18% | -0.95% | 8.28% | 8.59% | 0.35% | 3.88% |
Returns By Period
In the year-to-date period, CRAIX achieves a -0.12% return, which is significantly lower than JCBUX's 0.15% return. Over the past 10 years, CRAIX has underperformed JCBUX with an annualized return of 1.03%, while JCBUX has yielded a comparatively higher 2.17% annualized return.
CRAIX
- 1D
- -0.10%
- 1M
- -1.34%
- YTD
- -0.12%
- 6M
- 0.86%
- 1Y
- 3.69%
- 3Y*
- 3.30%
- 5Y*
- 0.15%
- 10Y*
- 1.03%
JCBUX
- 1D
- 0.19%
- 1M
- -1.36%
- YTD
- 0.15%
- 6M
- 0.91%
- 1Y
- 4.37%
- 3Y*
- 4.04%
- 5Y*
- 0.78%
- 10Y*
- 2.17%
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CRAIX vs. JCBUX - Expense Ratio Comparison
CRAIX has a 0.88% expense ratio, which is higher than JCBUX's 0.33% expense ratio.
Return for Risk
CRAIX vs. JCBUX — Risk / Return Rank
CRAIX
JCBUX
CRAIX vs. JCBUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CCM Community Impact Bond Fund (CRAIX) and JPMorgan Core Bond Fund Class R6 (JCBUX). 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.
| CRAIX | JCBUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.05 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.53 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.79 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.67 | 5.07 | +0.60 |
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
| CRAIX | JCBUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.05 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.14 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.47 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.83 | -0.27 |
Correlation
The correlation between CRAIX and JCBUX is 0.90, 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
CRAIX vs. JCBUX - Dividend Comparison
CRAIX's dividend yield for the trailing twelve months is around 2.79%, less than JCBUX's 4.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | 2.79% | 3.01% | 2.92% | 2.48% | 1.61% | 1.18% | 1.77% | 2.32% | 2.30% | 2.78% | 2.28% | 2.12% |
JCBUX JPMorgan Core Bond Fund Class R6 | 4.20% | 4.12% | 4.12% | 3.66% | 2.85% | 2.98% | 4.15% | 3.37% | 3.06% | 3.03% | 3.07% | 2.77% |
Drawdowns
CRAIX vs. JCBUX - Drawdown Comparison
The maximum CRAIX drawdown since its inception was -14.53%, smaller than the maximum JCBUX drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for CRAIX and JCBUX.
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Drawdown Indicators
| CRAIX | JCBUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.53% | -16.46% | +1.93% |
Max Drawdown (1Y)Largest decline over 1 year | -1.98% | -2.67% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -14.28% | -16.46% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -14.53% | -16.46% | +1.93% |
Current DrawdownCurrent decline from peak | -1.64% | -1.92% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -2.29% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 0.94% | -0.24% |
Volatility
CRAIX vs. JCBUX - Volatility Comparison
The current volatility for CCM Community Impact Bond Fund (CRAIX) is 1.20%, while JPMorgan Core Bond Fund Class R6 (JCBUX) has a volatility of 1.61%. This indicates that CRAIX experiences smaller price fluctuations and is considered to be less risky than JCBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRAIX | JCBUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 1.61% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 1.97% | 2.61% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 4.38% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.56% | 5.65% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.63% | 4.67% | -1.04% |