HLIPX vs. VHIAX
Compare and contrast key facts about JPMorgan Core Plus Bond Fund (HLIPX) and JPMorgan Growth Advantage Fund (VHIAX).
HLIPX is managed by JPMorgan. It was launched on Mar 5, 1993. VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999.
Performance
HLIPX vs. VHIAX - Performance Comparison
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HLIPX vs. VHIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | -0.17% | 7.98% | 2.64% | 6.38% | -12.69% | -0.30% | 7.93% | 8.73% | 0.01% | 4.26% |
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
Returns By Period
In the year-to-date period, HLIPX achieves a -0.17% return, which is significantly higher than VHIAX's -8.66% return. Over the past 10 years, HLIPX has underperformed VHIAX with an annualized return of 2.42%, while VHIAX has yielded a comparatively higher 17.57% annualized return.
HLIPX
- 1D
- 0.14%
- 1M
- -1.90%
- YTD
- -0.17%
- 6M
- 0.78%
- 1Y
- 4.49%
- 3Y*
- 4.39%
- 5Y*
- 0.90%
- 10Y*
- 2.42%
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
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HLIPX vs. VHIAX - Expense Ratio Comparison
HLIPX has a 0.46% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Return for Risk
HLIPX vs. VHIAX — Risk / Return Rank
HLIPX
VHIAX
HLIPX vs. VHIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) and JPMorgan Growth Advantage Fund (VHIAX). 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.
| HLIPX | VHIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.76 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.23 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.08 | +0.58 |
Martin ratioReturn relative to average drawdown | 5.61 | 3.45 | +2.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HLIPX | VHIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.76 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.49 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.80 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.34 | +0.77 |
Correlation
The correlation between HLIPX and VHIAX is -0.13. 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.
Dividends
HLIPX vs. VHIAX - Dividend Comparison
HLIPX's dividend yield for the trailing twelve months is around 4.55%, less than VHIAX's 13.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | 4.55% | 4.86% | 4.88% | 4.02% | 3.36% | 3.25% | 4.36% | 3.23% | 3.08% | 2.83% | 2.77% | 3.25% |
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
Drawdowns
HLIPX vs. VHIAX - Drawdown Comparison
The maximum HLIPX drawdown since its inception was -16.91%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for HLIPX and VHIAX.
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Drawdown Indicators
| HLIPX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.91% | -85.49% | +68.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -15.76% | +12.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -35.25% | +18.34% |
Max Drawdown (10Y)Largest decline over 10 years | -16.91% | -35.25% | +18.34% |
Current DrawdownCurrent decline from peak | -2.29% | -12.50% | +10.21% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -40.36% | +38.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 4.93% | -4.05% |
Volatility
HLIPX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund (HLIPX) is 1.74%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.88%. This indicates that HLIPX experiences smaller price fluctuations and is considered to be less risky than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLIPX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 6.88% | -5.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 12.63% | -10.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 22.62% | -18.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 22.45% | -16.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 22.16% | -17.54% |