TAUSX vs. BFMCX
Compare and contrast key facts about John Hancock Investment Grade Bond Fund (TAUSX) and BlackRock Core Bond Portfolio (BFMCX).
TAUSX is managed by John Hancock. It was launched on Dec 31, 1991. BFMCX is managed by Blackrock. It was launched on Dec 9, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAUSX or BFMCX.
Key characteristics
| TAUSX | BFMCX | |
|---|---|---|
| YTD Return | 5.08% | 4.77% |
| 1Y Return | 10.96% | 10.42% |
| 3Y Return (Ann) | -1.92% | -1.75% |
| 5Y Return (Ann) | 0.47% | 0.68% |
| 10Y Return (Ann) | 1.85% | 1.99% |
| Sharpe Ratio | 1.57 | 1.59 |
| Daily Std Dev | 6.75% | 6.57% |
| Max Drawdown | -19.54% | -18.91% |
| Current Drawdown | -6.16% | -5.54% |
Correlation
The correlation between TAUSX and BFMCX is 0.86, 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.
Performance
TAUSX vs. BFMCX - Performance Comparison
In the year-to-date period, TAUSX achieves a 5.08% return, which is significantly higher than BFMCX's 4.77% return. Over the past 10 years, TAUSX has underperformed BFMCX with an annualized return of 1.85%, while BFMCX has yielded a comparatively higher 1.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TAUSX vs. BFMCX - Expense Ratio Comparison
TAUSX has a 0.74% expense ratio, which is higher than BFMCX's 0.44% expense ratio.
Risk-Adjusted Performance
TAUSX vs. BFMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Investment Grade Bond Fund (TAUSX) and BlackRock Core Bond Portfolio (BFMCX). 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
TAUSX vs. BFMCX - Dividend Comparison
TAUSX's dividend yield for the trailing twelve months is around 3.71%, less than BFMCX's 4.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAUSX John Hancock Investment Grade Bond Fund | 3.71% | 3.59% | 2.97% | 2.42% | 3.38% | 2.82% | 2.84% | 2.66% | 2.74% | 2.88% | 3.26% | 4.19% |
BFMCX BlackRock Core Bond Portfolio | 4.06% | 3.79% | 2.54% | 2.50% | 5.76% | 2.85% | 2.81% | 2.69% | 2.43% | 2.58% | 2.98% | 2.95% |
Drawdowns
TAUSX vs. BFMCX - Drawdown Comparison
The maximum TAUSX drawdown since its inception was -19.54%, roughly equal to the maximum BFMCX drawdown of -18.91%. Use the drawdown chart below to compare losses from any high point for TAUSX and BFMCX. For additional features, visit the drawdowns tool.
Volatility
TAUSX vs. BFMCX - Volatility Comparison
John Hancock Investment Grade Bond Fund (TAUSX) and BlackRock Core Bond Portfolio (BFMCX) have volatilities of 1.08% and 1.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.