JCBUX vs. BAGSX
Compare and contrast key facts about JPMorgan Core Bond Fund Class R6 (JCBUX) and Baird Aggregate Bond Fund (BAGSX).
JCBUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 22, 2005. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
JCBUX vs. BAGSX - Performance Comparison
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JCBUX vs. BAGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCBUX JPMorgan Core Bond Fund Class R6 | -0.04% | 7.55% | 2.25% | 5.85% | -12.18% | -0.95% | 8.28% | 8.59% | 0.35% | 3.88% |
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | -0.55% | 3.90% |
Returns By Period
In the year-to-date period, JCBUX achieves a -0.04% return, which is significantly higher than BAGSX's -0.31% return. Over the past 10 years, JCBUX has outperformed BAGSX with an annualized return of 2.15%, while BAGSX has yielded a comparatively lower 1.81% annualized return.
JCBUX
- 1D
- 0.58%
- 1M
- -2.10%
- YTD
- -0.04%
- 6M
- 1.00%
- 1Y
- 4.37%
- 3Y*
- 3.97%
- 5Y*
- 0.81%
- 10Y*
- 2.15%
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
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JCBUX vs. BAGSX - Expense Ratio Comparison
JCBUX has a 0.33% expense ratio, which is lower than BAGSX's 0.55% expense ratio.
Return for Risk
JCBUX vs. BAGSX — Risk / Return Rank
JCBUX
BAGSX
JCBUX vs. BAGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund Class R6 (JCBUX) and Baird Aggregate Bond Fund (BAGSX). 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.
| JCBUX | BAGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.99 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.42 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.79 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.66 | 5.16 | +0.50 |
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
| JCBUX | BAGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.99 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.04 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.37 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.92 | -0.10 |
Correlation
The correlation between JCBUX and BAGSX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JCBUX vs. BAGSX - Dividend Comparison
JCBUX's dividend yield for the trailing twelve months is around 4.21%, more than BAGSX's 3.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCBUX JPMorgan Core Bond Fund Class R6 | 4.21% | 4.12% | 4.12% | 3.66% | 2.85% | 2.98% | 4.15% | 3.37% | 3.06% | 3.03% | 3.07% | 2.77% |
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
Drawdowns
JCBUX vs. BAGSX - Drawdown Comparison
The maximum JCBUX drawdown since its inception was -16.46%, smaller than the maximum BAGSX drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for JCBUX and BAGSX.
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Drawdown Indicators
| JCBUX | BAGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -18.97% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -2.64% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -18.84% | +2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | -18.97% | +2.51% |
Current DrawdownCurrent decline from peak | -2.10% | -2.14% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -2.53% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.92% | +0.01% |
Volatility
JCBUX vs. BAGSX - Volatility Comparison
JPMorgan Core Bond Fund Class R6 (JCBUX) and Baird Aggregate Bond Fund (BAGSX) have volatilities of 1.66% and 1.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCBUX | BAGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.64% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.56% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 4.27% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 5.91% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.89% | -0.22% |