JFFSX vs. BHYIX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX).
JFFSX is managed by JPMorgan. It was launched on Jan 30, 2012. BHYIX is managed by BlackRock. It was launched on Nov 19, 1998.
Performance
JFFSX vs. BHYIX - Performance Comparison
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JFFSX vs. BHYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | -2.09% | 17.86% | 12.29% | 22.28% | -18.52% | 17.50% | 15.35% | 32.68% | -9.82% | 21.84% |
BHYIX BlackRock High Yield Bond Portfolio Institutional Shares | -1.03% | 9.18% | 8.55% | 13.19% | -11.24% | 5.53% | 5.87% | 15.35% | -2.81% | 8.23% |
Returns By Period
In the year-to-date period, JFFSX achieves a -2.09% return, which is significantly lower than BHYIX's -1.03% return. Over the past 10 years, JFFSX has outperformed BHYIX with an annualized return of 10.57%, while BHYIX has yielded a comparatively lower 5.99% annualized return.
JFFSX
- 1D
- 2.77%
- 1M
- -5.56%
- YTD
- -2.09%
- 6M
- -0.32%
- 1Y
- 15.61%
- 3Y*
- 14.20%
- 5Y*
- 7.25%
- 10Y*
- 10.57%
BHYIX
- 1D
- 0.57%
- 1M
- -1.53%
- YTD
- -1.03%
- 6M
- 0.46%
- 1Y
- 7.03%
- 3Y*
- 8.51%
- 5Y*
- 4.21%
- 10Y*
- 5.99%
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JFFSX vs. BHYIX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is lower than BHYIX's 0.59% expense ratio.
Return for Risk
JFFSX vs. BHYIX — Risk / Return Rank
JFFSX
BHYIX
JFFSX vs. BHYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX). 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.
| JFFSX | BHYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.88 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.68 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.43 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.39 | -0.95 |
Martin ratioReturn relative to average drawdown | 6.47 | 10.79 | -4.32 |
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
| JFFSX | BHYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.88 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.81 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 1.01 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 1.20 | -0.52 |
Correlation
The correlation between JFFSX and BHYIX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JFFSX vs. BHYIX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 4.82%, less than BHYIX's 6.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 4.82% | 4.72% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 13.57% | 4.21% | 3.43% | 2.77% | 2.63% |
BHYIX BlackRock High Yield Bond Portfolio Institutional Shares | 6.61% | 7.05% | 7.46% | 6.15% | 4.91% | 4.73% | 5.12% | 5.70% | 6.33% | 5.82% | 5.96% | 6.33% |
Drawdowns
JFFSX vs. BHYIX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.20%, roughly equal to the maximum BHYIX drawdown of -34.82%. Use the drawdown chart below to compare losses from any high point for JFFSX and BHYIX.
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Drawdown Indicators
| JFFSX | BHYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.20% | -34.82% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -3.26% | -7.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -15.45% | -10.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.20% | -23.23% | -9.97% |
Current DrawdownCurrent decline from peak | -6.62% | -1.71% | -4.91% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -2.77% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 0.72% | +1.75% |
Volatility
JFFSX vs. BHYIX - Volatility Comparison
JPMorgan SmartRetirement 2055 Fund (JFFSX) has a higher volatility of 5.78% compared to BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) at 1.38%. This indicates that JFFSX's price experiences larger fluctuations and is considered to be riskier than BHYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFFSX | BHYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 1.38% | +4.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 2.34% | +6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 3.86% | +11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 5.20% | +9.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 5.93% | +9.86% |