MRBIX vs. WOBDX

In the year-to-date period, MRBIX achieves a 1.19% return, which is significantly lower than WOBDX's 1.85% return. Over the past 10 years, MRBIX has outperformed WOBDX with an annualized return of 1.67%, while WOBDX has yielded a comparatively lower 1.33% annualized return.

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MRBIX has a 0.45% expense ratio, which is lower than WOBDX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Total Return Bond Fund (MRBIX) and JPMorgan Core Bond Fund (WOBDX). 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.

The current MRBIX Sharpe Ratio is 0.98, which is comparable to the WOBDX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of MRBIX and WOBDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MRBIX's dividend yield for the trailing twelve months is around 4.43%, more than WOBDX's 4.02% yield.

The maximum MRBIX drawdown since its inception was -19.71%, which is greater than WOBDX's maximum drawdown of -18.42%. Use the drawdown chart below to compare losses from any high point for MRBIX and WOBDX. For additional features, visit the drawdowns tool.

The current volatility for MFS Total Return Bond Fund (MRBIX) is 1.48%, while JPMorgan Core Bond Fund (WOBDX) has a volatility of 1.61%. This indicates that MRBIX experiences smaller price fluctuations and is considered to be less risky than WOBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.