JNBAX vs. IPIRX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and Voya Global Perspectives Portfolio (IPIRX).
JNBAX is a passively managed fund by JPMorgan that tracks the performance of the 60% MSCI World Index (net total return) / 40% Bloomberg U.S. Aggregate Index. It was launched on May 31, 2007. IPIRX is managed by Voya. It was launched on Apr 30, 2013.
Performance
JNBAX vs. IPIRX - Performance Comparison
Loading graphics...
JNBAX vs. IPIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | -1.82% | 12.74% | 7.22% | 9.20% | -12.97% | 8.82% | 6.09% | 14.81% | -4.46% | 11.85% |
IPIRX Voya Global Perspectives Portfolio | -3.05% | 14.21% | 7.31% | 10.65% | -17.52% | 6.06% | 16.10% | 18.35% | -9.87% | 15.00% |
Returns By Period
In the year-to-date period, JNBAX achieves a -1.82% return, which is significantly higher than IPIRX's -3.05% return. Both investments have delivered pretty close results over the past 10 years, with JNBAX having a 5.48% annualized return and IPIRX not far behind at 5.44%.
JNBAX
- 1D
- -0.10%
- 1M
- -5.74%
- YTD
- -1.82%
- 6M
- 0.49%
- 1Y
- 9.64%
- 3Y*
- 7.95%
- 5Y*
- 3.70%
- 10Y*
- 5.48%
IPIRX
- 1D
- -1.07%
- 1M
- -7.88%
- YTD
- -3.05%
- 6M
- -1.28%
- 1Y
- 10.48%
- 3Y*
- 7.95%
- 5Y*
- 2.82%
- 10Y*
- 5.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNBAX vs. IPIRX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is higher than IPIRX's 0.20% expense ratio.
Return for Risk
JNBAX vs. IPIRX — Risk / Return Rank
JNBAX
IPIRX
JNBAX vs. IPIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) and Voya Global Perspectives Portfolio (IPIRX). 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.
| JNBAX | IPIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.02 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.52 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.98 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.76 | 4.41 | +2.35 |
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
| JNBAX | IPIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.02 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.27 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.57 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.52 | +0.02 |
Correlation
The correlation between JNBAX and IPIRX is 0.90, 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
JNBAX vs. IPIRX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.26%, less than IPIRX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | 5.26% | 5.04% | 5.77% | 4.94% | 4.46% | 8.18% | 3.34% | 4.03% | 4.41% | 3.74% | 4.27% | 4.06% |
IPIRX Voya Global Perspectives Portfolio | 5.82% | 5.64% | 3.25% | 14.65% | 13.55% | 6.34% | 6.25% | 7.80% | 1.30% | 2.78% | 2.78% | 7.16% |
Drawdowns
JNBAX vs. IPIRX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, which is greater than IPIRX's maximum drawdown of -24.97%. Use the drawdown chart below to compare losses from any high point for JNBAX and IPIRX.
Loading graphics...
Drawdown Indicators
| JNBAX | IPIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -24.97% | -12.44% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -7.88% | +1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -24.97% | +5.71% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -24.97% | +1.41% |
Current DrawdownCurrent decline from peak | -5.74% | -7.88% | +2.14% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -4.89% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.99% | -0.63% |
Volatility
JNBAX vs. IPIRX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund Class A (JNBAX) is 3.18%, while Voya Global Perspectives Portfolio (IPIRX) has a volatility of 3.44%. This indicates that JNBAX experiences smaller price fluctuations and is considered to be less risky than IPIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JNBAX | IPIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 3.44% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 6.50% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.76% | 11.05% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.72% | 10.73% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.83% | 9.69% | -1.86% |