SAVYX vs. HLIPX
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. It was launched on Mar 5, 1993.
Performance
SAVYX vs. HLIPX - Performance Comparison
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SAVYX vs. HLIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | -0.49% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 5.76% |
HLIPX JPMorgan Core Plus Bond Fund | -0.17% | 7.98% | 2.64% | 6.38% | -12.69% | -0.30% | 7.93% | 8.73% | 0.01% | 4.26% |
Returns By Period
In the year-to-date period, SAVYX achieves a -0.49% return, which is significantly lower than HLIPX's -0.17% return. Over the past 10 years, SAVYX has outperformed HLIPX with an annualized return of 2.69%, while HLIPX has yielded a comparatively lower 2.42% annualized return.
SAVYX
- 1D
- 0.20%
- 1M
- -1.83%
- YTD
- -0.49%
- 6M
- 0.37%
- 1Y
- 4.06%
- 3Y*
- 4.18%
- 5Y*
- 0.95%
- 10Y*
- 2.69%
HLIPX
- 1D
- 0.14%
- 1M
- -1.90%
- YTD
- -0.17%
- 6M
- 0.78%
- 1Y
- 4.49%
- 3Y*
- 4.39%
- 5Y*
- 0.90%
- 10Y*
- 2.42%
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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.
Return for Risk
SAVYX vs. HLIPX — Risk / Return Rank
SAVYX
HLIPX
SAVYX vs. HLIPX - Risk-Adjusted Trends 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.
| SAVYX | HLIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.12 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.61 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.66 | +0.11 |
Martin ratioReturn relative to average drawdown | 5.82 | 5.61 | +0.21 |
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
| SAVYX | HLIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.12 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.16 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.52 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 1.10 | +0.16 |
Correlation
The correlation between SAVYX and HLIPX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SAVYX vs. HLIPX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.60%, more than HLIPX's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.60% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
HLIPX JPMorgan Core Plus Bond Fund | 4.55% | 4.86% | 4.88% | 4.02% | 3.36% | 3.25% | 4.36% | 3.23% | 3.08% | 2.83% | 2.77% | 3.25% |
Drawdowns
SAVYX vs. HLIPX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, roughly equal to the maximum HLIPX drawdown of -16.91%. Use the drawdown chart below to compare losses from any high point for SAVYX and HLIPX.
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Drawdown Indicators
| SAVYX | HLIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -16.91% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -2.97% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -16.91% | +0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | -16.91% | +0.45% |
Current DrawdownCurrent decline from peak | -2.21% | -2.29% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -1.94% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.88% | -0.04% |
Volatility
SAVYX vs. HLIPX - Volatility Comparison
The current volatility for Virtus Newfleet Core Plus Bond Fund (SAVYX) is 1.42%, while JPMorgan Core Plus Bond Fund (HLIPX) has a volatility of 1.74%. This indicates that SAVYX experiences smaller price fluctuations and is considered to be less risky than HLIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAVYX | HLIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.74% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 2.62% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 4.30% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.03% | 5.66% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.28% | 4.62% | -0.34% |