JIPIX vs. CBRDX
Compare and contrast key facts about John Hancock Funds Strategic Income Opportunities Fund (JIPIX) and CrossingBridge Responsible Credit Fund (CBRDX).
JIPIX is managed by John Hancock. It was launched on Jan 3, 2010. CBRDX is managed by CrossingBridge. It was launched on Jun 29, 2021.
Performance
JIPIX vs. CBRDX - Performance Comparison
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JIPIX vs. CBRDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JIPIX John Hancock Funds Strategic Income Opportunities Fund | -0.93% | 7.50% | 2.23% | 6.45% | -10.43% | -0.40% |
CBRDX CrossingBridge Responsible Credit Fund | 0.44% | 5.01% | 7.21% | 8.00% | 1.49% | 1.14% |
Returns By Period
In the year-to-date period, JIPIX achieves a -0.93% return, which is significantly lower than CBRDX's 0.44% return.
JIPIX
- 1D
- 0.10%
- 1M
- -2.77%
- YTD
- -0.93%
- 6M
- 0.01%
- 1Y
- 5.22%
- 3Y*
- 3.94%
- 5Y*
- 0.98%
- 10Y*
- 2.65%
CBRDX
- 1D
- -0.22%
- 1M
- -0.55%
- YTD
- 0.44%
- 6M
- 1.09%
- 1Y
- 4.35%
- 3Y*
- 6.19%
- 5Y*
- —
- 10Y*
- —
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JIPIX vs. CBRDX - Expense Ratio Comparison
JIPIX has a 0.76% expense ratio, which is lower than CBRDX's 0.89% expense ratio.
Return for Risk
JIPIX vs. CBRDX — Risk / Return Rank
JIPIX
CBRDX
JIPIX vs. CBRDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Strategic Income Opportunities Fund (JIPIX) and CrossingBridge Responsible Credit Fund (CBRDX). 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.
| JIPIX | CBRDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.74 | +0.12 |
Sortino ratioReturn per unit of downside risk | 2.61 | 2.27 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.42 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.62 | +0.35 |
Martin ratioReturn relative to average drawdown | 8.29 | 6.59 | +1.70 |
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
| JIPIX | CBRDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.74 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 2.36 | -1.34 |
Correlation
The correlation between JIPIX and CBRDX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JIPIX vs. CBRDX - Dividend Comparison
JIPIX's dividend yield for the trailing twelve months is around 3.53%, less than CBRDX's 6.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIPIX John Hancock Funds Strategic Income Opportunities Fund | 3.53% | 3.73% | 2.59% | 2.23% | 3.77% | 2.87% | 2.03% | 2.72% | 3.71% | 3.14% | 2.54% | 6.91% |
CBRDX CrossingBridge Responsible Credit Fund | 6.79% | 7.52% | 8.57% | 8.57% | 6.67% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JIPIX vs. CBRDX - Drawdown Comparison
The maximum JIPIX drawdown since its inception was -15.43%, which is greater than CBRDX's maximum drawdown of -2.46%. Use the drawdown chart below to compare losses from any high point for JIPIX and CBRDX.
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Drawdown Indicators
| JIPIX | CBRDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.43% | -2.46% | -12.97% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -1.74% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -15.43% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.43% | — | — |
Current DrawdownCurrent decline from peak | -2.77% | -0.77% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -2.45% | -0.33% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 0.56% | +0.12% |
Volatility
JIPIX vs. CBRDX - Volatility Comparison
John Hancock Funds Strategic Income Opportunities Fund (JIPIX) has a higher volatility of 1.36% compared to CrossingBridge Responsible Credit Fund (CBRDX) at 0.77%. This indicates that JIPIX's price experiences larger fluctuations and is considered to be riskier than CBRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIPIX | CBRDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 0.77% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 1.29% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.06% | 2.13% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 2.07% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.11% | 2.07% | +2.04% |