JNBAX vs. LFMIX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and LoCorr Macro Strategies Fund Class I (LFMIX).
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. LFMIX is an actively managed fund by LoCorr. It was launched on Mar 24, 2011.
Performance
JNBAX vs. LFMIX - Performance Comparison
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JNBAX vs. LFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | -0.28% | 12.74% | 7.22% | 9.20% | -12.97% | 8.82% | 6.09% | 14.81% | -4.46% | 11.85% |
LFMIX LoCorr Macro Strategies Fund Class I | 8.74% | 2.89% | 6.77% | -6.55% | 15.43% | 0.07% | 4.55% | 12.71% | -5.11% | 2.99% |
Returns By Period
In the year-to-date period, JNBAX achieves a -0.28% return, which is significantly lower than LFMIX's 8.74% return. Over the past 10 years, JNBAX has outperformed LFMIX with an annualized return of 5.64%, while LFMIX has yielded a comparatively lower 4.01% annualized return.
JNBAX
- 1D
- 1.57%
- 1M
- -3.81%
- YTD
- -0.28%
- 6M
- 1.77%
- 1Y
- 11.02%
- 3Y*
- 8.51%
- 5Y*
- 3.90%
- 10Y*
- 5.64%
LFMIX
- 1D
- 0.24%
- 1M
- 2.79%
- YTD
- 8.74%
- 6M
- 9.91%
- 1Y
- 11.89%
- 3Y*
- 5.23%
- 5Y*
- 4.55%
- 10Y*
- 4.01%
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JNBAX vs. LFMIX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is lower than LFMIX's 1.88% expense ratio.
Return for Risk
JNBAX vs. LFMIX — Risk / Return Rank
JNBAX
LFMIX
JNBAX vs. LFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) and LoCorr Macro Strategies Fund Class I (LFMIX). 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 | LFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 2.07 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.97 | 3.00 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.39 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 3.91 | -2.06 |
Martin ratioReturn relative to average drawdown | 8.28 | 10.38 | -2.11 |
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
| JNBAX | LFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 2.07 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.63 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.53 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.36 | +0.20 |
Correlation
The correlation between JNBAX and LFMIX is 0.09, 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
JNBAX vs. LFMIX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.18%, more than LFMIX's 2.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | 5.18% | 5.04% | 5.77% | 4.94% | 4.46% | 8.18% | 3.34% | 4.03% | 4.41% | 3.74% | 4.27% | 4.06% |
LFMIX LoCorr Macro Strategies Fund Class I | 2.89% | 3.14% | 3.21% | 3.17% | 14.35% | 4.95% | 4.73% | 4.66% | 3.12% | 5.89% | 1.95% | 3.08% |
Drawdowns
JNBAX vs. LFMIX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, which is greater than LFMIX's maximum drawdown of -22.68%. Use the drawdown chart below to compare losses from any high point for JNBAX and LFMIX.
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Drawdown Indicators
| JNBAX | LFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -22.68% | -14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -2.95% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -12.26% | -7.00% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -12.26% | -11.30% |
Current DrawdownCurrent decline from peak | -4.26% | 0.00% | -4.26% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -6.84% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 1.16% | +0.23% |
Volatility
JNBAX vs. LFMIX - Volatility Comparison
JPMorgan Income Builder Fund Class A (JNBAX) has a higher volatility of 3.66% compared to LoCorr Macro Strategies Fund Class I (LFMIX) at 1.87%. This indicates that JNBAX's price experiences larger fluctuations and is considered to be riskier than LFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNBAX | LFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 1.87% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 5.12% | 4.50% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.90% | 5.77% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.75% | 7.25% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.84% | 7.64% | +0.20% |