HAFIX vs. WOBDX
Compare and contrast key facts about Hartford AARP Balanced Retirement Fund (HAFIX) and JPMorgan Core Bond Fund (WOBDX).
HAFIX is managed by Hartford. It was launched on Apr 29, 2014. WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAFIX or WOBDX.
Correlation
The correlation between HAFIX and WOBDX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HAFIX vs. WOBDX - Performance Comparison
Key characteristics
Returns By Period
HAFIX
N/A
N/A
N/A
N/A
N/A
N/A
WOBDX
2.11%
1.38%
0.38%
5.04%
-0.60%
1.39%
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HAFIX vs. WOBDX - Expense Ratio Comparison
HAFIX has a 0.56% expense ratio, which is higher than WOBDX's 0.50% expense ratio.
Risk-Adjusted Performance
HAFIX vs. WOBDX — Risk-Adjusted Performance Rank
HAFIX
WOBDX
HAFIX vs. WOBDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford AARP Balanced Retirement Fund (HAFIX) 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.
Dividends
HAFIX vs. WOBDX - Dividend Comparison
HAFIX has not paid dividends to shareholders, while WOBDX's dividend yield for the trailing twelve months is around 3.62%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAFIX Hartford AARP Balanced Retirement Fund | 1.29% | 1.60% | 2.88% | 5.62% | 2.51% | 2.17% | 3.79% | 7.49% | 5.36% | 9.61% | 0.00% | 0.00% |
WOBDX JPMorgan Core Bond Fund | 3.62% | 3.96% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% |
Drawdowns
HAFIX vs. WOBDX - Drawdown Comparison
Volatility
HAFIX vs. WOBDX - Volatility Comparison
The current volatility for Hartford AARP Balanced Retirement Fund (HAFIX) is 0.00%, while JPMorgan Core Bond Fund (WOBDX) has a volatility of 1.40%. This indicates that HAFIX experiences smaller price fluctuations and is considered to be less risky than WOBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.