HLIPX vs. SAVYX

In the year-to-date period, HLIPX achieves a 2.08% return, which is significantly higher than SAVYX's 1.08% return. Over the past 10 years, HLIPX has underperformed SAVYX with an annualized return of 2.05%, while SAVYX has yielded a comparatively higher 2.23% annualized return.

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HLIPX has a 0.46% expense ratio, which is lower than SAVYX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) and Virtus Newfleet Core Plus Bond Fund (SAVYX). 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 1.14, which is comparable to the SAVYX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of HLIPX and SAVYX, 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 4.96%, more than SAVYX's 4.87% yield.

The maximum HLIPX drawdown since its inception was -19.43%, which is greater than SAVYX's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for HLIPX and SAVYX. For additional features, visit the drawdowns tool.

JPMorgan Core Plus Bond Fund (HLIPX) has a higher volatility of 1.60% compared to Virtus Newfleet Core Plus Bond Fund (SAVYX) at 1.37%. This indicates that HLIPX's price experiences larger fluctuations and is considered to be riskier than SAVYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.