OHYFX vs. JNBSX
Compare and contrast key facts about JPMorgan High Yield Fund (OHYFX) and JPMorgan Income Builder Fund (JNBSX).
OHYFX is managed by JPMorgan. It was launched on Nov 13, 1998. JNBSX is managed by JPMorgan. It was launched on May 30, 2007.
Performance
OHYFX vs. JNBSX - Performance Comparison
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OHYFX vs. JNBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OHYFX JPMorgan High Yield Fund | -0.68% | 8.37% | 8.64% | 11.80% | -10.32% | 6.76% | 2.85% | 13.47% | -2.84% | 6.66% |
JNBSX JPMorgan Income Builder Fund | -0.26% | 12.87% | 7.36% | 9.34% | -12.81% | 9.19% | 6.24% | 14.95% | -4.22% | 11.89% |
Returns By Period
In the year-to-date period, OHYFX achieves a -0.68% return, which is significantly lower than JNBSX's -0.26% return. Over the past 10 years, OHYFX has underperformed JNBSX with an annualized return of 5.34%, while JNBSX has yielded a comparatively higher 5.82% annualized return.
OHYFX
- 1D
- 0.47%
- 1M
- -1.22%
- YTD
- -0.68%
- 6M
- 0.92%
- 1Y
- 6.48%
- 3Y*
- 8.31%
- 5Y*
- 4.13%
- 10Y*
- 5.34%
JNBSX
- 1D
- 1.47%
- 1M
- -3.80%
- YTD
- -0.26%
- 6M
- 1.83%
- 1Y
- 11.15%
- 3Y*
- 8.68%
- 5Y*
- 4.06%
- 10Y*
- 5.82%
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OHYFX vs. JNBSX - Expense Ratio Comparison
OHYFX has a 0.65% expense ratio, which is higher than JNBSX's 0.60% expense ratio.
Return for Risk
OHYFX vs. JNBSX — Risk / Return Rank
OHYFX
JNBSX
OHYFX vs. JNBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Fund (OHYFX) and JPMorgan Income Builder Fund (JNBSX). 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.
| OHYFX | JNBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 1.47 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.88 | 1.99 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.31 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 1.88 | +0.59 |
Martin ratioReturn relative to average drawdown | 11.74 | 8.31 | +3.43 |
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
| OHYFX | JNBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.47 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.53 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.74 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 0.58 | +0.67 |
Correlation
The correlation between OHYFX and JNBSX is 0.63, 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
OHYFX vs. JNBSX - Dividend Comparison
OHYFX's dividend yield for the trailing twelve months is around 6.04%, more than JNBSX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHYFX JPMorgan High Yield Fund | 6.04% | 6.46% | 7.18% | 6.46% | 6.02% | 4.74% | 4.63% | 5.75% | 6.19% | 5.67% | 5.51% | 6.23% |
JNBSX JPMorgan Income Builder Fund | 5.30% | 5.16% | 5.90% | 5.07% | 4.61% | 8.53% | 3.47% | 4.17% | 4.56% | 3.89% | 4.40% | 4.20% |
Drawdowns
OHYFX vs. JNBSX - Drawdown Comparison
The maximum OHYFX drawdown since its inception was -29.34%, smaller than the maximum JNBSX drawdown of -37.33%. Use the drawdown chart below to compare losses from any high point for OHYFX and JNBSX.
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Drawdown Indicators
| OHYFX | JNBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.34% | -37.33% | +7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.63% | -6.19% | +3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -13.77% | -19.22% | +5.45% |
Max Drawdown (10Y)Largest decline over 10 years | -23.27% | -23.60% | +0.33% |
Current DrawdownCurrent decline from peak | -1.49% | -4.34% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -2.46% | -4.86% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 1.40% | -0.85% |
Volatility
OHYFX vs. JNBSX - Volatility Comparison
The current volatility for JPMorgan High Yield Fund (OHYFX) is 1.42%, while JPMorgan Income Builder Fund (JNBSX) has a volatility of 3.56%. This indicates that OHYFX experiences smaller price fluctuations and is considered to be less risky than JNBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OHYFX | JNBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 3.56% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 5.03% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.13% | 7.87% | -4.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 7.75% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 7.85% | -2.28% |