HLIPX vs. BALT

In the year-to-date period, HLIPX achieves a 3.59% return, which is significantly higher than BALT's -2.80% return.

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HLIPX has a 0.46% expense ratio, which is lower than BALT's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) and Innovator Defined Wealth Shield ETF (BALT). 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.

The current HLIPX Sharpe Ratio is 1.45, which is comparable to the BALT Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of HLIPX and BALT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HLIPX's dividend yield for the trailing twelve months is around 4.79%, while BALT has not paid dividends to shareholders.

The maximum HLIPX drawdown since its inception was -19.44%, which is greater than BALT's maximum drawdown of -4.23%. Use the drawdown chart below to compare losses from any high point for HLIPX and BALT. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Core Plus Bond Fund (HLIPX) is 1.23%, while Innovator Defined Wealth Shield ETF (BALT) has a volatility of 2.12%. This indicates that HLIPX experiences smaller price fluctuations and is considered to be less risky than BALT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.