DBLTX vs. WOBDX
Compare and contrast key facts about DoubleLine Total Return Bond Fund Class I (DBLTX) and JPMorgan Core Bond Fund (WOBDX).
DBLTX is managed by DoubleLine. It was launched on Apr 6, 2010. WOBDX is managed by JPMorgan. It was launched on May 31, 1991.
Performance
DBLTX vs. WOBDX - Performance Comparison
Loading graphics...
DBLTX vs. WOBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBLTX DoubleLine Total Return Bond Fund Class I | -0.54% | 8.05% | 3.08% | 5.34% | -12.56% | 0.24% | 4.13% | 5.81% | 1.76% | 3.80% |
WOBDX JPMorgan Core Bond Fund | 0.12% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 8.34% | 0.20% | 3.81% |
Returns By Period
In the year-to-date period, DBLTX achieves a -0.54% return, which is significantly lower than WOBDX's 0.12% return. Over the past 10 years, DBLTX has underperformed WOBDX with an annualized return of 1.80%, while WOBDX has yielded a comparatively higher 1.99% annualized return.
DBLTX
- 1D
- -0.34%
- 1M
- -2.00%
- YTD
- -0.54%
- 6M
- 0.55%
- 1Y
- 3.79%
- 3Y*
- 4.14%
- 5Y*
- 0.70%
- 10Y*
- 1.80%
WOBDX
- 1D
- 0.19%
- 1M
- -1.47%
- YTD
- 0.12%
- 6M
- 0.83%
- 1Y
- 4.11%
- 3Y*
- 3.84%
- 5Y*
- 0.60%
- 10Y*
- 1.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DBLTX vs. WOBDX - Expense Ratio Comparison
Both DBLTX and WOBDX have an expense ratio of 0.50%.
Return for Risk
DBLTX vs. WOBDX — Risk / Return Rank
DBLTX
WOBDX
DBLTX vs. WOBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Total Return Bond Fund Class I (DBLTX) and JPMorgan Core Bond Fund (WOBDX). 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.
| DBLTX | WOBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.02 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.47 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.71 | -0.20 |
Martin ratioReturn relative to average drawdown | 4.43 | 4.74 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DBLTX | WOBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.02 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.11 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.43 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.18 | -0.26 |
Correlation
The correlation between DBLTX and WOBDX 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
DBLTX vs. WOBDX - Dividend Comparison
DBLTX's dividend yield for the trailing twelve months is around 4.44%, more than WOBDX's 4.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBLTX DoubleLine Total Return Bond Fund Class I | 4.44% | 4.86% | 5.03% | 4.35% | 3.86% | 3.12% | 3.39% | 3.66% | 3.74% | 3.65% | 3.72% | 4.11% |
WOBDX JPMorgan Core Bond Fund | 4.04% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
Drawdowns
DBLTX vs. WOBDX - Drawdown Comparison
The maximum DBLTX drawdown since its inception was -16.49%, roughly equal to the maximum WOBDX drawdown of -16.65%. Use the drawdown chart below to compare losses from any high point for DBLTX and WOBDX.
Loading graphics...
Drawdown Indicators
| DBLTX | WOBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.49% | -16.65% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -2.69% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -16.49% | -16.65% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -16.49% | -16.65% | +0.16% |
Current DrawdownCurrent decline from peak | -2.54% | -1.93% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -1.91% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.97% | +0.01% |
Volatility
DBLTX vs. WOBDX - Volatility Comparison
DoubleLine Total Return Bond Fund Class I (DBLTX) and JPMorgan Core Bond Fund (WOBDX) have volatilities of 1.70% and 1.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DBLTX | WOBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 1.63% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 2.63% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.23% | 4.34% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 5.67% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.38% | 4.69% | -0.31% |