JMGIX vs. BUSIX
Compare and contrast key facts about JPMorgan Managed Income Fund (JMGIX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
JMGIX is managed by BlackRock. It was launched on Sep 30, 2010. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
JMGIX vs. BUSIX - Performance Comparison
Loading graphics...
JMGIX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMGIX JPMorgan Managed Income Fund | 0.35% | 4.87% | 5.36% | 4.18% | 1.13% | 0.05% | 1.32% | 3.02% | 2.07% | 1.30% |
BUSIX Sterling Capital Ultra Short Bond Fund | 0.83% | 4.93% | 5.87% | 5.09% | 0.32% | 0.31% | 2.16% | 3.27% | 1.66% | 1.37% |
Returns By Period
In the year-to-date period, JMGIX achieves a 0.35% return, which is significantly lower than BUSIX's 0.83% return. Over the past 10 years, JMGIX has underperformed BUSIX with an annualized return of 2.37%, while BUSIX has yielded a comparatively higher 2.68% annualized return.
JMGIX
- 1D
- 0.10%
- 1M
- -0.30%
- YTD
- 0.35%
- 6M
- 1.50%
- 1Y
- 3.95%
- 3Y*
- 4.60%
- 5Y*
- 3.16%
- 10Y*
- 2.37%
BUSIX
- 1D
- 0.04%
- 1M
- 0.05%
- YTD
- 0.83%
- 6M
- 1.93%
- 1Y
- 4.56%
- 3Y*
- 5.24%
- 5Y*
- 3.45%
- 10Y*
- 2.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JMGIX vs. BUSIX - Expense Ratio Comparison
JMGIX has a 0.25% expense ratio, which is lower than BUSIX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JMGIX vs. BUSIX — Risk / Return Rank
JMGIX
BUSIX
JMGIX vs. BUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Managed Income Fund (JMGIX) and Sterling Capital Ultra Short Bond Fund (BUSIX). 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.
| JMGIX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.03 | 3.78 | -0.75 |
Sortino ratioReturn per unit of downside risk | 7.99 | 13.61 | -5.62 |
Omega ratioGain probability vs. loss probability | 2.48 | 5.42 | -2.94 |
Calmar ratioReturn relative to maximum drawdown | 10.96 | 16.23 | -5.27 |
Martin ratioReturn relative to average drawdown | 41.70 | 104.01 | -62.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JMGIX | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.03 | 3.78 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.53 | 2.81 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.28 | 2.42 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.97 | 2.10 | -0.13 |
Correlation
The correlation between JMGIX and BUSIX is 0.43, 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
JMGIX vs. BUSIX - Dividend Comparison
JMGIX's dividend yield for the trailing twelve months is around 3.88%, which matches BUSIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMGIX JPMorgan Managed Income Fund | 3.88% | 4.34% | 5.11% | 3.77% | 1.32% | 0.45% | 1.31% | 2.58% | 2.15% | 1.39% | 0.11% | 0.01% |
BUSIX Sterling Capital Ultra Short Bond Fund | 3.89% | 4.29% | 4.65% | 3.48% | 1.87% | 1.24% | 1.72% | 2.60% | 2.05% | 1.57% | 1.74% | 1.36% |
Drawdowns
JMGIX vs. BUSIX - Drawdown Comparison
The maximum JMGIX drawdown since its inception was -2.18%, smaller than the maximum BUSIX drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for JMGIX and BUSIX.
Loading graphics...
Drawdown Indicators
| JMGIX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.18% | -3.16% | +0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -0.30% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -0.70% | -1.46% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -2.18% | -3.16% | +0.98% |
Current DrawdownCurrent decline from peak | -0.30% | 0.00% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -0.11% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 0.05% | +0.05% |
Volatility
JMGIX vs. BUSIX - Volatility Comparison
The current volatility for JPMorgan Managed Income Fund (JMGIX) is 0.33%, while Sterling Capital Ultra Short Bond Fund (BUSIX) has a volatility of 0.36%. This indicates that JMGIX experiences smaller price fluctuations and is considered to be less risky than BUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JMGIX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 0.36% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 0.92% | 0.89% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.45% | 1.32% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.26% | 1.23% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.04% | 1.11% | -0.07% |