TAUSX vs. BFFAX
Compare and contrast key facts about John Hancock Investment Grade Bond Fund (TAUSX) and American Funds The Bond Fund of America Class F-3 (BFFAX).
TAUSX is managed by John Hancock. It was launched on Dec 31, 1991. BFFAX is managed by American Funds. It was launched on May 28, 1974.
Performance
TAUSX vs. BFFAX - Performance Comparison
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TAUSX vs. BFFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAUSX John Hancock Investment Grade Bond Fund | -0.56% | 7.38% | 0.94% | 4.76% | -14.69% | -1.49% | 9.52% | 8.71% | -0.38% | 3.54% |
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | 8.17% | 0.22% | 3.07% |
Returns By Period
In the year-to-date period, TAUSX achieves a -0.56% return, which is significantly lower than BFFAX's -0.53% return.
TAUSX
- 1D
- 0.22%
- 1M
- -1.94%
- YTD
- -0.56%
- 6M
- 0.21%
- 1Y
- 3.64%
- 3Y*
- 3.01%
- 5Y*
- -0.46%
- 10Y*
- 1.61%
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
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TAUSX vs. BFFAX - Expense Ratio Comparison
TAUSX has a 0.74% expense ratio, which is higher than BFFAX's 0.20% expense ratio.
Return for Risk
TAUSX vs. BFFAX — Risk / Return Rank
TAUSX
BFFAX
TAUSX vs. BFFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Investment Grade Bond Fund (TAUSX) and American Funds The Bond Fund of America Class F-3 (BFFAX). 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.
| TAUSX | BFFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.92 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.32 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.56 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.17 | 4.48 | -0.31 |
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
| TAUSX | BFFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.92 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.01 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.43 | +0.60 |
Correlation
The correlation between TAUSX and BFFAX is 0.96, 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
TAUSX vs. BFFAX - Dividend Comparison
TAUSX's dividend yield for the trailing twelve months is around 3.70%, less than BFFAX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAUSX John Hancock Investment Grade Bond Fund | 3.70% | 3.99% | 3.40% | 2.64% | 2.50% | 2.25% | 4.49% | 2.83% | 2.83% | 2.65% | 2.66% | 2.88% |
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% | 0.00% | 0.00% |
Drawdowns
TAUSX vs. BFFAX - Drawdown Comparison
The maximum TAUSX drawdown since its inception was -19.90%, which is greater than BFFAX's maximum drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for TAUSX and BFFAX.
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Drawdown Indicators
| TAUSX | BFFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.90% | -17.74% | -2.16% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -2.94% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -17.74% | -2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -19.90% | — | — |
Current DrawdownCurrent decline from peak | -5.13% | -2.32% | -2.81% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -4.74% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.02% | +0.04% |
Volatility
TAUSX vs. BFFAX - Volatility Comparison
John Hancock Investment Grade Bond Fund (TAUSX) has a higher volatility of 1.67% compared to American Funds The Bond Fund of America Class F-3 (BFFAX) at 1.49%. This indicates that TAUSX's price experiences larger fluctuations and is considered to be riskier than BFFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAUSX | BFFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 1.49% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 2.49% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.56% | 4.40% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 5.92% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.97% | 5.00% | -0.03% |