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JCPUX vs. AMFIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

JCPUX vs. AMFIX

Last updated Jun 23, 2026

JCPUX (JPMorgan Core Plus Bond Fund Class R6) and AMFIX (AAMA Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, JCPUX returned 0.92%/yr vs 0.78%/yr for AMFIX. Their correlation of 0.80 suggests significant overlap in exposure. JCPUX charges 0.38%/yr vs 0.92%/yr for AMFIX.

Performance

JCPUX vs. AMFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and AAMA Income Fund (AMFIX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, JCPUX achieves a 1.17% return, which is significantly higher than AMFIX's 0.30% return.

JCPUX

1D
0.28%
1M
0.84%
YTD
1.17%
6M
1.32%
1Y
6.03%
3Y*
5.21%
5Y*
0.92%
10Y*
2.45%

AMFIX

1D
0.12%
1M
0.21%
YTD
0.30%
6M
0.40%
1Y
2.31%
3Y*
3.32%
5Y*
0.78%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

JCPUX vs. AMFIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
JCPUX
JPMorgan Core Plus Bond Fund Class R6		1.17%8.07%2.87%6.46%-12.73%-0.10%7.87%8.93%-0.05%0.23%
AMFIX
AAMA Income Fund		0.30%3.74%3.48%3.84%-6.26%-1.37%2.24%2.47%0.89%-0.44%

Correlation

The correlation between JCPUX and AMFIX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.78

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

0.82

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

0.85

Correlation (All Time)
Calculated using the full available price history since Aug 30, 2017

0.80

The correlation between JCPUX and AMFIX has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.

Compare stocks, funds, or ETFs

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JPMorgan Core Plus Bond Fund Class R6

AAMA Income Fund

Often compared with JCPUX:
JCPUX vs. BCPIXJCPUX vs. EINFXJCPUX vs. GUGAXJCPUX vs. TIBDXJCPUX vs. TGRNXJCPUX vs. AAIIXJCPUX vs. ARINX
Often compared with AMFIX:
AMFIX vs. HOBIXAMFIX vs. ARINXAMFIX vs. EINFXAMFIX vs. AAIIXAMFIX vs. BCPIXAMFIX vs. GUGAXAMFIX vs. MCFIX

Return for Risk

JCPUX vs. AMFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JCPUX
JCPUX Risk / Return Rank: 3737
Overall Rank
JCPUX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
JCPUX Sortino Ratio Rank: 3939
Sortino Ratio Rank
JCPUX Omega Ratio Rank: 3838
Omega Ratio Rank
JCPUX Calmar Ratio Rank: 4040
Calmar Ratio Rank
JCPUX Martin Ratio Rank: 3131
Martin Ratio Rank
AMFIX
AMFIX Risk / Return Rank: 6767
Overall Rank
AMFIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
AMFIX Sortino Ratio Rank: 7373
Sortino Ratio Rank
AMFIX Omega Ratio Rank: 7575
Omega Ratio Rank
AMFIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
AMFIX Martin Ratio Rank: 5151
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.

JCPUX vs. AMFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and AAMA Income Fund (AMFIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

JCPUXAMFIXDifference
Sharpe ratioReturn per unit of total volatility
1.64
2.14

-0.50

Sortino ratioReturn per unit of downside risk
2.42
3.24

-0.82

Omega ratioGain probability vs. loss probability

1.30

1.44

-0.14

Calmar ratioReturn relative to maximum drawdown

2.30

3.20

-0.90

Martin ratioReturn relative to average drawdown

6.63

9.90

-3.26

JCPUX vs. AMFIX - Sharpe Ratio Comparison

The current JCPUX Sharpe Ratio is 1.64, which is comparable to the AMFIX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of JCPUX and AMFIX, 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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Drawdowns

JCPUX vs. AMFIX - Drawdown Comparison

The maximum JCPUX drawdown since its inception was -16.81%, which is greater than AMFIX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for JCPUX and AMFIX.

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Drawdown Indicators

JCPUXAMFIXDifference

Max Drawdown

Largest peak-to-trough decline

-16.81%

-9.35%

-7.46%

Max Drawdown (1Y)

Largest decline over 1 year

-2.64%

-0.74%

-1.90%

Max Drawdown (3Y)

Largest decline over 3 years

-6.05%

-0.88%

-5.17%

Max Drawdown (5Y)

Largest decline over 5 years

-16.81%

-8.91%

-7.90%

Max Drawdown (10Y)

Largest decline over 10 years

-16.81%

—

—

Current Drawdown

Current decline from peak

-0.99%

-0.39%

-0.60%

Average Drawdown

Average peak-to-trough decline

-2.30%

-2.02%

-0.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.91%

0.24%

+0.67%

Volatility

JCPUX vs. AMFIX - Volatility Comparison

JPMorgan Core Plus Bond Fund Class R6 (JCPUX) has a higher volatility of 1.18% compared to AAMA Income Fund (AMFIX) at 0.46%. This indicates that JCPUX's price experiences larger fluctuations and is considered to be riskier than AMFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

JCPUXAMFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

0.46%

+0.72%

Volatility (6M)

Calculated over the trailing 6-month period

2.76%

0.91%

+1.85%

Volatility (1Y)

Calculated over the trailing 1-year period

3.70%

1.11%

+2.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.70%

2.17%

+3.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.64%

1.74%

+2.90%

JCPUX vs. AMFIX - Expense Ratio Comparison

JCPUX has a 0.38% expense ratio, which is lower than AMFIX's 0.92% expense ratio.

Dividends

JCPUX vs. AMFIX - Dividend Comparison

JCPUX's dividend yield for the trailing twelve months is around 5.06%, more than AMFIX's 2.21% yield.

PositionTTM20252024202320222021202020192018201720162015
AMFIX
AAMA Income Fund		2.21%2.08%2.44%1.70%0.83%0.57%0.83%1.24%1.24%0.40%0.00%0.00%
JCPUX
JPMorgan Core Plus Bond Fund Class R6		5.06%4.94%4.96%4.10%3.45%3.32%4.43%3.30%3.15%2.89%2.84%3.49%

Frequently Asked Questions

JCPUX and AMFIX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JCPUX has higher volatility (1.18%) compared to AMFIX (0.46%). In terms of maximum drawdown, JCPUX dropped -16.81% vs AMFIX's -9.35%.

AMFIX currently has the higher Sharpe Ratio (2.14 vs 1.64), 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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