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MGHYX vs. CBFSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MGHYX vs. CBFSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Global High Income Fund (MGHYX) and JPMorgan Corporate Bond Fund (CBFSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MGHYX achieves a 1.59% return, which is significantly higher than CBFSX's 0.41% return. Over the past 10 years, MGHYX has outperformed CBFSX with an annualized return of 4.96%, while CBFSX has yielded a comparatively lower 2.88% annualized return.


MGHYX

1D
0.00%
1M
0.95%
YTD
1.59%
6M
2.43%
1Y
7.41%
3Y*
8.06%
5Y*
3.57%
10Y*
4.96%

CBFSX

1D
0.24%
1M
1.25%
YTD
0.41%
6M
0.49%
1Y
5.20%
3Y*
5.40%
5Y*
0.39%
10Y*
2.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MGHYX vs. CBFSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MGHYX
DWS Global High Income Fund
1.59%9.82%6.99%11.17%-11.67%3.22%6.83%16.36%-1.85%6.49%
CBFSX
JPMorgan Corporate Bond Fund
0.41%7.45%2.71%9.20%-16.06%-0.77%10.23%15.05%-2.31%6.89%

Correlation

The correlation between MGHYX and CBFSX is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2013

0.30

Over the past year, MGHYX and CBFSX have become more correlated (0.52) than their long-term average of 0.30, meaning their price movements have been converging.

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Return for Risk

MGHYX vs. CBFSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MGHYX
MGHYX Risk / Return Rank: 7777
Overall Rank
MGHYX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
MGHYX Sortino Ratio Rank: 9191
Sortino Ratio Rank
MGHYX Omega Ratio Rank: 8787
Omega Ratio Rank
MGHYX Calmar Ratio Rank: 6161
Calmar Ratio Rank
MGHYX Martin Ratio Rank: 6767
Martin Ratio Rank

CBFSX
CBFSX Risk / Return Rank: 2121
Overall Rank
CBFSX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
CBFSX Sortino Ratio Rank: 2323
Sortino Ratio Rank
CBFSX Omega Ratio Rank: 2222
Omega Ratio Rank
CBFSX Calmar Ratio Rank: 2020
Calmar Ratio Rank
CBFSX Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MGHYX vs. CBFSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Global High Income Fund (MGHYX) and JPMorgan Corporate Bond Fund (CBFSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MGHYXCBFSXDifference
Sharpe ratioReturn per unit of total volatility

+1.14

Sortino ratioReturn per unit of downside risk

+2.32

Omega ratioGain probability vs. loss probability

1.56

1.22

+0.34

Calmar ratioReturn relative to maximum drawdown

2.78

1.50

+1.28

Martin ratioReturn relative to average drawdown

11.81

4.29

+7.52

MGHYX vs. CBFSX - Sharpe Ratio Comparison

The current MGHYX Sharpe Ratio is 2.39, which is higher than the CBFSX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of MGHYX and CBFSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MGHYX vs. CBFSX - Drawdown Comparison

The maximum MGHYX drawdown since its inception was -53.47%, which is greater than CBFSX's maximum drawdown of -22.42%. Use the drawdown chart below to compare losses from any high point for MGHYX and CBFSX.


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Drawdown Indicators


MGHYXCBFSXDifference

Max Drawdown

Largest peak-to-trough decline

-53.47%

-22.42%

-31.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.69%

-3.49%

+0.80%

Max Drawdown (3Y)

Largest decline over 3 years

-4.33%

-6.62%

+2.29%

Max Drawdown (5Y)

Largest decline over 5 years

-15.93%

-22.42%

+6.49%

Max Drawdown (10Y)

Largest decline over 10 years

-21.84%

-22.42%

+0.58%

Current Drawdown

Current decline from peak

-0.16%

-1.38%

+1.22%

Average Drawdown

Average peak-to-trough decline

-24.08%

-4.35%

-19.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.63%

1.21%

-0.58%

Volatility

MGHYX vs. CBFSX - Volatility Comparison

The current volatility for DWS Global High Income Fund (MGHYX) is 0.84%, while JPMorgan Corporate Bond Fund (CBFSX) has a volatility of 1.14%. This indicates that MGHYX experiences smaller price fluctuations and is considered to be less risky than CBFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MGHYXCBFSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.84%

1.14%

-0.30%

Volatility (6M)

Calculated over the trailing 6-month period

2.34%

3.15%

-0.81%

Volatility (1Y)

Calculated over the trailing 1-year period

3.13%

4.19%

-1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.08%

6.64%

-1.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.88%

6.01%

-0.13%

MGHYX vs. CBFSX - Expense Ratio Comparison

MGHYX has a 0.60% expense ratio, which is higher than CBFSX's 0.50% expense ratio.


Dividends

MGHYX vs. CBFSX - Dividend Comparison

MGHYX's dividend yield for the trailing twelve months is around 5.69%, more than CBFSX's 4.52% yield.


PositionTTM20252024202320222021202020192018201720162015
CBFSX
JPMorgan Corporate Bond Fund
4.52%4.54%4.99%4.18%4.06%7.96%3.74%3.14%4.55%6.78%3.11%3.11%
MGHYX
DWS Global High Income Fund
5.69%7.17%5.58%4.35%5.81%4.20%5.81%5.63%6.96%3.76%0.00%0.00%

Frequently Asked Questions


MGHYX and CBFSX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CBFSX has higher volatility (1.14%) compared to MGHYX (0.84%). In terms of maximum drawdown, MGHYX dropped -53.47% vs CBFSX's -22.42%.

MGHYX currently has the higher Sharpe Ratio (2.39 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MGHYX and CBFSX

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