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JBK vs. ICSH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JBK vs. ICSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Corporate Backed Trust Certificates, Goldman Sachs Capital I Securities-Backed Series 2004-6 04-6 A1 3.50 (JBK) and iShares Ultra Short Duration Bond Active ETF (ICSH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JBK achieves a 3.66% return, which is significantly higher than ICSH's 1.45% return. Over the past 10 years, JBK has outperformed ICSH with an annualized return of 7.83%, while ICSH has yielded a comparatively lower 2.76% annualized return.


JBK

1D
-2.24%
1M
-1.06%
YTD
3.66%
6M
5.78%
1Y
9.29%
3Y*
7.73%
5Y*
1.99%
10Y*
7.83%

ICSH

1D
0.00%
1M
0.34%
YTD
1.45%
6M
1.79%
1Y
4.36%
3Y*
5.20%
5Y*
3.67%
10Y*
2.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JBK vs. ICSH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JBK
Corporate Backed Trust Certificates, Goldman Sachs Capital I Securities-Backed Series 2004-6 04-6 A1 3.50
3.66%4.08%9.63%6.33%-9.11%4.88%7.89%25.00%5.72%22.03%
ICSH
iShares Ultra Short Duration Bond Active ETF
1.45%4.96%5.52%5.58%0.97%0.16%1.61%3.17%2.25%1.63%

Correlation

The correlation between JBK and ICSH is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.02

Correlation (10Y)
Calculated over the trailing 10-year period

0.00

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2013

0.01

The correlation between JBK and ICSH shifts across timeframes, from -0.10 (1 year) to 0.02 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

JBK vs. ICSH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JBK
JBK Risk / Return Rank: 6565
Overall Rank
JBK Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
JBK Sortino Ratio Rank: 5454
Sortino Ratio Rank
JBK Omega Ratio Rank: 6666
Omega Ratio Rank
JBK Calmar Ratio Rank: 7070
Calmar Ratio Rank
JBK Martin Ratio Rank: 7474
Martin Ratio Rank

ICSH
ICSH Risk / Return Rank: 9999
Overall Rank
ICSH Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ICSH Sortino Ratio Rank: 100100
Sortino Ratio Rank
ICSH Omega Ratio Rank: 100100
Omega Ratio Rank
ICSH Calmar Ratio Rank: 9999
Calmar Ratio Rank
ICSH Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JBK vs. ICSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Corporate Backed Trust Certificates, Goldman Sachs Capital I Securities-Backed Series 2004-6 04-6 A1 3.50 (JBK) and iShares Ultra Short Duration Bond Active ETF (ICSH). 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.


JBKICSHDifference
Sharpe ratioReturn per unit of total volatility

-10.62

Sortino ratioReturn per unit of downside risk

-27.48

Omega ratioGain probability vs. loss probability

1.20

6.79

-5.59

Calmar ratioReturn relative to maximum drawdown

1.60

44.30

-42.70

Martin ratioReturn relative to average drawdown

4.75

297.17

-292.42

JBK vs. ICSH - Sharpe Ratio Comparison

The current JBK Sharpe Ratio is 0.60, which is lower than the ICSH Sharpe Ratio of 11.22. The chart below compares the historical Sharpe Ratios of JBK and ICSH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JBKICSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

11.22

-10.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

7.64

-7.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

2.62

-2.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

1.93

-1.65

Drawdowns

JBK vs. ICSH - Drawdown Comparison

The maximum JBK drawdown since its inception was -59.76%, which is greater than ICSH's maximum drawdown of -3.94%. Use the drawdown chart below to compare losses from any high point for JBK and ICSH.


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Drawdown Indicators


JBKICSHDifference

Max Drawdown

Largest peak-to-trough decline

-59.76%

-3.94%

-55.82%

Max Drawdown (1Y)

Largest decline over 1 year

-5.83%

-0.10%

-5.73%

Max Drawdown (3Y)

Largest decline over 3 years

-7.29%

-0.10%

-7.19%

Max Drawdown (5Y)

Largest decline over 5 years

-23.30%

-0.73%

-22.57%

Max Drawdown (10Y)

Largest decline over 10 years

-23.77%

-3.94%

-19.83%

Current Drawdown

Current decline from peak

-5.83%

0.00%

-5.83%

Average Drawdown

Average peak-to-trough decline

-7.50%

-0.08%

-7.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

0.01%

+1.95%

Volatility

JBK vs. ICSH - Volatility Comparison

Corporate Backed Trust Certificates, Goldman Sachs Capital I Securities-Backed Series 2004-6 04-6 A1 3.50 (JBK) has a higher volatility of 9.13% compared to iShares Ultra Short Duration Bond Active ETF (ICSH) at 0.15%. This indicates that JBK's price experiences larger fluctuations and is considered to be riskier than ICSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JBKICSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.13%

0.15%

+8.98%

Volatility (6M)

Calculated over the trailing 6-month period

12.68%

0.30%

+12.38%

Volatility (1Y)

Calculated over the trailing 1-year period

15.56%

0.39%

+15.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.00%

0.48%

+19.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.60%

1.06%

+19.54%

Dividends

JBK vs. ICSH - Dividend Comparison

JBK's dividend yield for the trailing twelve months is around 6.06%, more than ICSH's 4.34% yield.


PositionTTM20252024202320222021202020192018201720162015
ICSH
iShares Ultra Short Duration Bond Active ETF
4.34%4.55%5.24%4.78%1.66%0.42%1.21%2.61%2.20%1.36%0.88%0.54%
JBK
Corporate Backed Trust Certificates, Goldman Sachs Capital I Securities-Backed Series 2004-6 04-6 A1 3.50
6.06%6.10%5.97%6.16%6.15%5.28%5.25%5.38%6.34%6.31%7.19%6.36%

Frequently Asked Questions


JBK and ICSH have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JBK has higher volatility (9.13%) compared to ICSH (0.15%). In terms of maximum drawdown, JBK dropped -59.76% vs ICSH's -3.94%.

ICSH currently has the higher Sharpe Ratio (11.22 vs 0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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