JCBUX vs. MCDWX
Compare and contrast key facts about JPMorgan Core Bond Fund Class R6 (JCBUX) and Manning & Napier Credit Series (MCDWX).
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. MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020.
Performance
JCBUX vs. MCDWX - Performance Comparison
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JCBUX vs. MCDWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JCBUX JPMorgan Core Bond Fund Class R6 | -0.04% | 7.55% | 2.25% | 5.85% | -12.18% | -0.95% | 4.92% |
MCDWX Manning & Napier Credit Series | -0.35% | 7.57% | 4.13% | 7.31% | -11.13% | 0.01% | 8.77% |
Returns By Period
In the year-to-date period, JCBUX achieves a -0.04% return, which is significantly higher than MCDWX's -0.35% 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%
MCDWX
- 1D
- 0.33%
- 1M
- -1.84%
- YTD
- -0.35%
- 6M
- 0.98%
- 1Y
- 4.74%
- 3Y*
- 5.19%
- 5Y*
- 1.76%
- 10Y*
- —
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JCBUX vs. MCDWX - Expense Ratio Comparison
JCBUX has a 0.33% expense ratio, which is higher than MCDWX's 0.10% expense ratio.
Return for Risk
JCBUX vs. MCDWX — Risk / Return Rank
JCBUX
MCDWX
JCBUX vs. MCDWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund Class R6 (JCBUX) and Manning & Napier Credit Series (MCDWX). 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 | MCDWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.44 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.03 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.37 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.66 | 8.65 | -2.99 |
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 | MCDWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.44 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.38 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.57 | +0.26 |
Correlation
The correlation between JCBUX and MCDWX is 0.91, 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. MCDWX - Dividend Comparison
JCBUX's dividend yield for the trailing twelve months is around 4.21%, less than MCDWX's 4.44% 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% |
MCDWX Manning & Napier Credit Series | 4.44% | 4.83% | 4.41% | 4.48% | 3.25% | 4.45% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JCBUX vs. MCDWX - Drawdown Comparison
The maximum JCBUX drawdown since its inception was -16.46%, roughly equal to the maximum MCDWX drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for JCBUX and MCDWX.
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Drawdown Indicators
| JCBUX | MCDWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -15.96% | -0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -2.20% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -15.96% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | — | — |
Current DrawdownCurrent decline from peak | -2.10% | -1.84% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -4.24% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.60% | +0.33% |
Volatility
JCBUX vs. MCDWX - Volatility Comparison
JPMorgan Core Bond Fund Class R6 (JCBUX) has a higher volatility of 1.66% compared to Manning & Napier Credit Series (MCDWX) at 1.41%. This indicates that JCBUX's price experiences larger fluctuations and is considered to be riskier than MCDWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCBUX | MCDWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.41% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 1.99% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 3.32% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 4.62% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.41% | +0.26% |