HLLVX vs. STBFX
Compare and contrast key facts about JPMorgan Short Duration Bond Fund (HLLVX) and Sextant Short Term Bond Fund (STBFX).
HLLVX is managed by JPMorgan. It was launched on Sep 4, 1990. STBFX is managed by Sextant Mutual Funds. It was launched on Sep 28, 1995.
Performance
HLLVX vs. STBFX - Performance Comparison
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HLLVX vs. STBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLLVX JPMorgan Short Duration Bond Fund | -0.18% | 5.57% | 5.15% | 5.40% | -3.71% | -0.07% | 4.51% | 4.26% | 1.16% | 0.85% |
STBFX Sextant Short Term Bond Fund | 0.28% | 4.92% | 3.87% | 3.79% | -4.16% | -1.09% | 3.42% | 4.03% | 1.09% | 0.50% |
Returns By Period
In the year-to-date period, HLLVX achieves a -0.18% return, which is significantly lower than STBFX's 0.28% return. Over the past 10 years, HLLVX has outperformed STBFX with an annualized return of 2.26%, while STBFX has yielded a comparatively lower 1.74% annualized return.
HLLVX
- 1D
- 0.09%
- 1M
- -1.00%
- YTD
- -0.18%
- 6M
- 1.04%
- 1Y
- 3.74%
- 3Y*
- 4.70%
- 5Y*
- 2.32%
- 10Y*
- 2.26%
STBFX
- 1D
- 0.00%
- 1M
- -0.41%
- YTD
- 0.28%
- 6M
- 1.33%
- 1Y
- 3.81%
- 3Y*
- 3.83%
- 5Y*
- 1.62%
- 10Y*
- 1.74%
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HLLVX vs. STBFX - Expense Ratio Comparison
HLLVX has a 0.34% expense ratio, which is lower than STBFX's 0.60% expense ratio.
Return for Risk
HLLVX vs. STBFX — Risk / Return Rank
HLLVX
STBFX
HLLVX vs. STBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Bond Fund (HLLVX) and Sextant Short Term Bond Fund (STBFX). 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.
| HLLVX | STBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.44 | 1.93 | +0.51 |
Sortino ratioReturn per unit of downside risk | 3.94 | 3.08 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.57 | 1.49 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.59 | 6.79 | -3.20 |
Martin ratioReturn relative to average drawdown | 17.24 | 17.29 | -0.05 |
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
| HLLVX | STBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | 1.93 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.18 | 0.72 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.37 | 0.87 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.03 | 1.23 | +0.80 |
Correlation
The correlation between HLLVX and STBFX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HLLVX vs. STBFX - Dividend Comparison
HLLVX's dividend yield for the trailing twelve months is around 3.88%, more than STBFX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLLVX JPMorgan Short Duration Bond Fund | 3.88% | 4.21% | 3.98% | 2.95% | 1.45% | 1.21% | 2.03% | 2.40% | 1.71% | 1.23% | 0.95% | 0.99% |
STBFX Sextant Short Term Bond Fund | 3.14% | 3.17% | 2.77% | 1.84% | 1.04% | 1.07% | 1.60% | 1.75% | 1.47% | 1.30% | 1.06% | 1.07% |
Drawdowns
HLLVX vs. STBFX - Drawdown Comparison
The maximum HLLVX drawdown since its inception was -5.77%, smaller than the maximum STBFX drawdown of -6.79%. Use the drawdown chart below to compare losses from any high point for HLLVX and STBFX.
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Drawdown Indicators
| HLLVX | STBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.77% | -6.79% | +1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -1.09% | -0.60% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -5.77% | -6.68% | +0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -5.77% | -6.79% | +1.02% |
Current DrawdownCurrent decline from peak | -1.00% | -0.41% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -0.42% | -0.62% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.24% | -0.01% |
Volatility
HLLVX vs. STBFX - Volatility Comparison
The current volatility for JPMorgan Short Duration Bond Fund (HLLVX) is 0.51%, while Sextant Short Term Bond Fund (STBFX) has a volatility of 0.77%. This indicates that HLLVX experiences smaller price fluctuations and is considered to be less risky than STBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLLVX | STBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.51% | 0.77% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 0.95% | 1.43% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 2.13% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.98% | 2.25% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.66% | 2.00% | -0.34% |