Correlation
The correlation between HAFIX and WOBDX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
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.
Performance
HAFIX vs. WOBDX - Performance Comparison
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Key characteristics
Returns By Period
HAFIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
WOBDX
2.05%
-1.36%
0.79%
5.89%
1.48%
-0.30%
1.75%
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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.
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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 3.68%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAFIX Hartford AARP Balanced Retirement Fund | 0.53% | 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 | 3.68% | 3.96% | 3.49% | 2.69% | 2.81% | 4.01% | 3.24% | 2.90% | 2.89% | 2.84% | 2.54% | 2.66% |
Drawdowns
HAFIX vs. WOBDX - Drawdown Comparison
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Volatility
HAFIX vs. WOBDX - Volatility Comparison
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