RPSIX vs. JMSIX
Compare and contrast key facts about T. Rowe Price Spectrum Income Fund (RPSIX) and JPMorgan Income Fund (JMSIX).
RPSIX is managed by T. Rowe Price. It was launched on Jun 28, 1990. JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014.
Performance
RPSIX vs. JMSIX - Performance Comparison
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RPSIX vs. JMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPSIX T. Rowe Price Spectrum Income Fund | -0.87% | 11.58% | 4.22% | 8.55% | -11.40% | 2.60% | 6.07% | 11.57% | -2.61% | 7.03% |
JMSIX JPMorgan Income Fund | -0.29% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
Returns By Period
In the year-to-date period, RPSIX achieves a -0.87% return, which is significantly lower than JMSIX's -0.29% return. Both investments have delivered pretty close results over the past 10 years, with RPSIX having a 3.88% annualized return and JMSIX not far ahead at 3.93%.
RPSIX
- 1D
- 0.18%
- 1M
- -2.36%
- YTD
- -0.87%
- 6M
- 1.96%
- 1Y
- 8.32%
- 3Y*
- 6.63%
- 5Y*
- 2.60%
- 10Y*
- 3.88%
JMSIX
- 1D
- 0.24%
- 1M
- -1.39%
- YTD
- -0.29%
- 6M
- 1.33%
- 1Y
- 5.02%
- 3Y*
- 6.36%
- 5Y*
- 2.78%
- 10Y*
- 3.93%
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RPSIX vs. JMSIX - Expense Ratio Comparison
RPSIX has a 0.62% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Return for Risk
RPSIX vs. JMSIX — Risk / Return Rank
RPSIX
JMSIX
RPSIX vs. JMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Income Fund (RPSIX) and JPMorgan Income Fund (JMSIX). 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.
| RPSIX | JMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.69 | 2.15 | +0.54 |
Sortino ratioReturn per unit of downside risk | 4.26 | 3.84 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.61 | 1.54 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.32 | 3.47 | -0.15 |
Martin ratioReturn relative to average drawdown | 13.49 | 13.30 | +0.19 |
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
| RPSIX | JMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 2.15 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.76 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 1.02 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.49 | 0.76 | +0.73 |
Correlation
The correlation between RPSIX and JMSIX is 0.68, 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
RPSIX vs. JMSIX - Dividend Comparison
RPSIX's dividend yield for the trailing twelve months is around 9.12%, more than JMSIX's 5.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPSIX T. Rowe Price Spectrum Income Fund | 9.12% | 8.95% | 5.23% | 4.83% | 3.99% | 3.92% | 3.64% | 3.79% | 4.73% | 3.91% | 3.75% | 4.71% |
JMSIX JPMorgan Income Fund | 5.53% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
Drawdowns
RPSIX vs. JMSIX - Drawdown Comparison
The maximum RPSIX drawdown since its inception was -16.73%, smaller than the maximum JMSIX drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for RPSIX and JMSIX.
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Drawdown Indicators
| RPSIX | JMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.73% | -18.40% | +1.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -1.64% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -16.73% | -11.39% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -16.73% | -18.40% | +1.67% |
Current DrawdownCurrent decline from peak | -2.36% | -1.39% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -1.70% | -2.60% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.62% | 0.43% | +0.19% |
Volatility
RPSIX vs. JMSIX - Volatility Comparison
T. Rowe Price Spectrum Income Fund (RPSIX) has a higher volatility of 1.17% compared to JPMorgan Income Fund (JMSIX) at 0.77%. This indicates that RPSIX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPSIX | JMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 0.77% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 2.27% | 1.67% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.37% | 2.59% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 3.70% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.53% | 3.85% | +0.68% |