JCPUX vs. BCPIX
Compare and contrast key facts about JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and Brandes Core Plus Fixed Income Fund (BCPIX).
JCPUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 23, 2005. BCPIX is managed by Brandes. It was launched on Dec 28, 2007.
Performance
JCPUX vs. BCPIX - Performance Comparison
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JCPUX vs. BCPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCPUX JPMorgan Core Plus Bond Fund Class R6 | -0.02% | 8.07% | 2.87% | 6.46% | -12.73% | -0.10% | 7.87% | 8.93% | -0.05% | 4.32% |
BCPIX Brandes Core Plus Fixed Income Fund | -0.55% | 6.71% | 1.98% | 6.70% | -10.78% | -0.34% | 5.77% | 6.65% | -0.45% | 2.74% |
Returns By Period
In the year-to-date period, JCPUX achieves a -0.02% return, which is significantly higher than BCPIX's -0.55% return. Over the past 10 years, JCPUX has outperformed BCPIX with an annualized return of 2.52%, while BCPIX has yielded a comparatively lower 1.90% annualized return.
JCPUX
- 1D
- 0.42%
- 1M
- -2.16%
- YTD
- -0.02%
- 6M
- 1.23%
- 1Y
- 5.00%
- 3Y*
- 4.52%
- 5Y*
- 1.11%
- 10Y*
- 2.52%
BCPIX
- 1D
- 0.48%
- 1M
- -2.11%
- YTD
- -0.55%
- 6M
- 0.36%
- 1Y
- 3.41%
- 3Y*
- 3.73%
- 5Y*
- 0.90%
- 10Y*
- 1.90%
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JCPUX vs. BCPIX - Expense Ratio Comparison
JCPUX has a 0.38% expense ratio, which is higher than BCPIX's 0.30% expense ratio.
Return for Risk
JCPUX vs. BCPIX — Risk / Return Rank
JCPUX
BCPIX
JCPUX vs. BCPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and Brandes Core Plus Fixed Income Fund (BCPIX). 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.
| JCPUX | BCPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.99 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.44 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.71 | +0.49 |
Martin ratioReturn relative to average drawdown | 6.59 | 5.12 | +1.47 |
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
| JCPUX | BCPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.99 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.18 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.46 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.33 | +0.61 |
Correlation
The correlation between JCPUX and BCPIX is 0.84, 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
JCPUX vs. BCPIX - Dividend Comparison
JCPUX's dividend yield for the trailing twelve months is around 5.06%, more than BCPIX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BCPIX Brandes Core Plus Fixed Income Fund | 4.10% | 4.32% | 3.67% | 2.91% | 2.54% | 1.89% | 1.76% | 2.77% | 2.90% | 2.49% | 2.84% | 2.72% |
Drawdowns
JCPUX vs. BCPIX - Drawdown Comparison
The maximum JCPUX drawdown since its inception was -16.81%, smaller than the maximum BCPIX drawdown of -22.43%. Use the drawdown chart below to compare losses from any high point for JCPUX and BCPIX.
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Drawdown Indicators
| JCPUX | BCPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.81% | -22.43% | +5.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -2.58% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -15.19% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -16.81% | -15.19% | -1.62% |
Current DrawdownCurrent decline from peak | -2.16% | -2.11% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -4.28% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 0.86% | +0.01% |
Volatility
JCPUX vs. BCPIX - Volatility Comparison
JPMorgan Core Plus Bond Fund Class R6 (JCPUX) has a higher volatility of 1.59% compared to Brandes Core Plus Fixed Income Fund (BCPIX) at 1.42%. This indicates that JCPUX's price experiences larger fluctuations and is considered to be riskier than BCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCPUX | BCPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.42% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.46% | 2.36% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 3.97% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 5.06% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 4.16% | +0.46% |