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SAVYX vs. HLIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

SAVYX vs. HLIPX

Last updated May 12, 2025

Compare and contrast key facts about Virtus Newfleet Core Plus Bond Fund (SAVYX) and JPMorgan Core Plus Bond Fund (HLIPX).

SAVYX is managed by Virtus. It was launched on Mar 7, 1996. HLIPX is managed by JPMorgan Chase. It was launched on Mar 5, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAVYX or HLIPX.

Correlation

The correlation between SAVYX and HLIPX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

SAVYX vs. HLIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Newfleet Core Plus Bond Fund (SAVYX) and JPMorgan Core Plus Bond Fund (HLIPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

SAVYX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HLIPX

YTD

0.00%

1M

0.00%

6M

0.00%

1Y

0.00%

5Y*

0.00%

10Y*

0.00%

*Annualized

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SAVYX vs. HLIPX - Expense Ratio Comparison

SAVYX has a 0.55% expense ratio, which is higher than HLIPX's 0.46% expense ratio.

SAVYX
Virtus Newfleet Core Plus Bond Fund
HLIPX
JPMorgan Core Plus Bond Fund

Risk-Adjusted Performance

SAVYX vs. HLIPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SAVYX
The Risk-Adjusted Performance Rank of SAVYX is 8080
Overall Rank
The Sharpe Ratio Rank of SAVYX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of SAVYX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of SAVYX is 8181
Omega Ratio Rank
The Calmar Ratio Rank of SAVYX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of SAVYX is 7979
Martin Ratio Rank
HLIPX
The Risk-Adjusted Performance Rank of HLIPX is 8080
Overall Rank
The Sharpe Ratio Rank of HLIPX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HLIPX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of HLIPX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of HLIPX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of HLIPX is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SAVYX vs. HLIPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Core Plus Bond Fund (SAVYX) and JPMorgan Core Plus Bond Fund (HLIPX). 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.

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Dividends

SAVYX vs. HLIPX - Dividend Comparison

Neither SAVYX nor HLIPX has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

SAVYX vs. HLIPX - Drawdown Comparison

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Volatility

SAVYX vs. HLIPX - Volatility Comparison

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