JCPUX vs. JHEQX
Compare and contrast key facts about JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and JPMorgan Hedged Equity Fund Class I (JHEQX).
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. JHEQX is managed by JPMorgan. It was launched on Dec 13, 2013.
Performance
JCPUX vs. JHEQX - Performance Comparison
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JCPUX vs. JHEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 0.26% | 8.07% | 2.87% | 6.46% | -12.73% | -0.10% | 7.87% | 8.93% | -0.05% | 4.32% |
JHEQX JPMorgan Hedged Equity Fund Class I | -4.94% | 7.49% | 18.23% | 16.07% | -8.05% | 13.43% | 14.10% | 13.31% | -0.72% | 12.70% |
Returns By Period
In the year-to-date period, JCPUX achieves a 0.26% return, which is significantly higher than JHEQX's -4.94% return. Over the past 10 years, JCPUX has underperformed JHEQX with an annualized return of 2.55%, while JHEQX has yielded a comparatively higher 8.72% annualized return.
JCPUX
- 1D
- 0.28%
- 1M
- -1.49%
- YTD
- 0.26%
- 6M
- 1.23%
- 1Y
- 5.00%
- 3Y*
- 4.62%
- 5Y*
- 1.09%
- 10Y*
- 2.55%
JHEQX
- 1D
- 0.75%
- 1M
- -5.47%
- YTD
- -4.94%
- 6M
- -2.73%
- 1Y
- 7.14%
- 3Y*
- 9.50%
- 5Y*
- 6.83%
- 10Y*
- 8.72%
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JCPUX vs. JHEQX - Expense Ratio Comparison
JCPUX has a 0.38% expense ratio, which is lower than JHEQX's 0.58% expense ratio.
Return for Risk
JCPUX vs. JHEQX — Risk / Return Rank
JCPUX
JHEQX
JCPUX vs. JHEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and JPMorgan Hedged Equity Fund Class I (JHEQX). 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 | JHEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.72 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.10 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.07 | +1.02 |
Martin ratioReturn relative to average drawdown | 6.20 | 4.43 | +1.76 |
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 | JHEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.72 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.77 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.93 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.84 | +0.10 |
Correlation
The correlation between JCPUX and JHEQX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JCPUX vs. JHEQX - Dividend Comparison
JCPUX's dividend yield for the trailing twelve months is around 5.04%, more than JHEQX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 5.04% | 4.94% | 4.96% | 4.10% | 3.45% | 3.32% | 4.43% | 3.30% | 3.15% | 2.89% | 2.84% | 3.49% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.64% | 0.65% | 0.75% | 0.98% | 0.99% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.21% |
Drawdowns
JCPUX vs. JHEQX - Drawdown Comparison
The maximum JCPUX drawdown since its inception was -16.81%, smaller than the maximum JHEQX drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for JCPUX and JHEQX.
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Drawdown Indicators
| JCPUX | JHEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.81% | -18.85% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -6.92% | +4.31% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -14.34% | -2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -16.81% | -18.85% | +2.04% |
Current DrawdownCurrent decline from peak | -1.89% | -6.19% | +4.30% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -2.16% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 1.67% | -0.79% |
Volatility
JCPUX vs. JHEQX - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund Class R6 (JCPUX) is 1.60%, while JPMorgan Hedged Equity Fund Class I (JHEQX) has a volatility of 2.81%. This indicates that JCPUX experiences smaller price fluctuations and is considered to be less risky than JHEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCPUX | JHEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 2.81% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 5.56% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 10.23% | -6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 8.89% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 9.41% | -4.79% |