Correlation
The correlation between TAUSX and BFMCX is -0.10. 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.
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.
Performance
TAUSX vs. BFMCX - Performance Comparison
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Key characteristics
TAUSX:
0.77
BFMCX:
0.80
TAUSX:
1.01
BFMCX:
1.06
TAUSX:
1.12
BFMCX:
1.12
TAUSX:
0.30
BFMCX:
0.32
TAUSX:
1.71
BFMCX:
1.67
TAUSX:
2.27%
BFMCX:
2.33%
TAUSX:
5.71%
BFMCX:
5.53%
TAUSX:
-19.54%
BFMCX:
-18.91%
TAUSX:
-8.26%
BFMCX:
-7.52%
Returns By Period
In the year-to-date period, TAUSX achieves a 1.09% return, which is significantly lower than BFMCX's 1.43% return. Over the past 10 years, TAUSX has underperformed BFMCX with an annualized return of 1.35%, while BFMCX has yielded a comparatively higher 1.64% annualized return.
TAUSX
1.09%
-0.57%
1.00%
4.23%
1.14%
-0.79%
1.35%
BFMCX
1.43%
-0.44%
1.27%
4.28%
1.24%
-0.77%
1.64%
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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 Rank
TAUSX
BFMCX
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.
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Dividends
TAUSX vs. BFMCX - Dividend Comparison
TAUSX's dividend yield for the trailing twelve months is around 4.09%, which matches BFMCX's 4.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAUSX John Hancock Investment Grade Bond Fund | 4.09% | 4.06% | 3.59% | 2.98% | 2.42% | 3.37% | 2.74% | 2.84% | 2.66% | 2.74% | 2.88% | 3.26% |
BFMCX BlackRock Core Bond Portfolio | 4.13% | 4.20% | 3.79% | 2.54% | 2.50% | 5.76% | 2.85% | 4.61% | 2.69% | 2.43% | 2.58% | 2.98% |
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.
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Volatility
TAUSX vs. BFMCX - Volatility Comparison
John Hancock Investment Grade Bond Fund (TAUSX) has a higher volatility of 1.54% compared to BlackRock Core Bond Portfolio (BFMCX) at 1.39%. This indicates that TAUSX's price experiences larger fluctuations and is considered to be riskier than BFMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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