RPIDX vs. JBBB
Compare and contrast key facts about T. Rowe Price Dynamic Credit Fund (RPIDX) and Janus Henderson B-BBB CLO ETF (JBBB).
RPIDX is managed by T. Rowe Price. It was launched on Jan 10, 2019. JBBB is an actively managed fund by Janus Henderson. It was launched on Jan 11, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPIDX or JBBB.
Correlation
The correlation between RPIDX and JBBB is 0.05, 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.
Performance
RPIDX vs. JBBB - Performance Comparison
Key characteristics
RPIDX:
2.99
JBBB:
4.56
RPIDX:
5.73
JBBB:
6.83
RPIDX:
1.72
JBBB:
2.49
RPIDX:
1.85
JBBB:
6.65
RPIDX:
29.79
JBBB:
37.01
RPIDX:
0.30%
JBBB:
0.27%
RPIDX:
3.03%
JBBB:
2.19%
RPIDX:
-19.95%
JBBB:
-10.79%
RPIDX:
0.00%
JBBB:
-0.48%
Returns By Period
In the year-to-date period, RPIDX achieves a 1.74% return, which is significantly higher than JBBB's 0.79% return.
RPIDX
1.74%
1.16%
4.84%
9.07%
2.46%
N/A
JBBB
0.79%
0.65%
4.94%
9.93%
N/A
N/A
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RPIDX vs. JBBB - Expense Ratio Comparison
RPIDX has a 0.63% expense ratio, which is higher than JBBB's 0.49% expense ratio.
Risk-Adjusted Performance
RPIDX vs. JBBB — Risk-Adjusted Performance Rank
RPIDX
JBBB
RPIDX vs. JBBB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dynamic Credit Fund (RPIDX) and Janus Henderson B-BBB CLO ETF (JBBB). 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.
Dividends
RPIDX vs. JBBB - Dividend Comparison
RPIDX's dividend yield for the trailing twelve months is around 7.13%, less than JBBB's 7.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
RPIDX T. Rowe Price Dynamic Credit Fund | 7.13% | 6.87% | 5.87% | 3.87% | 3.47% | 4.42% | 4.03% |
JBBB Janus Henderson B-BBB CLO ETF | 7.58% | 7.65% | 8.10% | 5.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
RPIDX vs. JBBB - Drawdown Comparison
The maximum RPIDX drawdown since its inception was -19.95%, which is greater than JBBB's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for RPIDX and JBBB. For additional features, visit the drawdowns tool.
Volatility
RPIDX vs. JBBB - Volatility Comparison
T. Rowe Price Dynamic Credit Fund (RPIDX) has a higher volatility of 0.96% compared to Janus Henderson B-BBB CLO ETF (JBBB) at 0.58%. This indicates that RPIDX's price experiences larger fluctuations and is considered to be riskier than JBBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.