TSIIX vs. JMSIX
Compare and contrast key facts about Thornburg Strategic Income Fund (TSIIX) and JPMorgan Income Fund (JMSIX).
TSIIX is managed by Thornburg. It was launched on Dec 18, 2007. JMSIX is managed by JPMorgan Chase. It was launched on Jun 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSIIX or JMSIX.
Correlation
The correlation between TSIIX and JMSIX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TSIIX vs. JMSIX - Performance Comparison
Key characteristics
TSIIX:
2.02
JMSIX:
3.48
TSIIX:
3.16
JMSIX:
6.59
TSIIX:
1.39
JMSIX:
1.96
TSIIX:
3.27
JMSIX:
5.51
TSIIX:
7.49
JMSIX:
22.93
TSIIX:
0.99%
JMSIX:
0.39%
TSIIX:
3.66%
JMSIX:
2.61%
TSIIX:
-24.71%
JMSIX:
-18.40%
TSIIX:
-0.78%
JMSIX:
-0.47%
Returns By Period
In the year-to-date period, TSIIX achieves a 1.99% return, which is significantly higher than JMSIX's 1.88% return. Both investments have delivered pretty close results over the past 10 years, with TSIIX having a 3.71% annualized return and JMSIX not far ahead at 3.77%.
TSIIX
1.99%
0.08%
2.33%
7.68%
4.48%
3.71%
JMSIX
1.88%
0.15%
3.08%
9.01%
5.05%
3.77%
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TSIIX vs. JMSIX - Expense Ratio Comparison
TSIIX has a 0.60% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Risk-Adjusted Performance
TSIIX vs. JMSIX — Risk-Adjusted Performance Rank
TSIIX
JMSIX
TSIIX vs. JMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Strategic Income Fund (TSIIX) and JPMorgan Income Fund (JMSIX). 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
TSIIX vs. JMSIX - Dividend Comparison
TSIIX's dividend yield for the trailing twelve months is around 5.27%, less than JMSIX's 5.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSIIX Thornburg Strategic Income Fund | 5.27% | 5.11% | 4.50% | 3.81% | 3.94% | 3.71% | 3.83% | 3.42% | 3.60% | 3.42% | 4.26% | 4.52% |
JMSIX JPMorgan Income Fund | 5.98% | 5.78% | 5.31% | 4.80% | 4.04% | 4.84% | 5.07% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
Drawdowns
TSIIX vs. JMSIX - Drawdown Comparison
The maximum TSIIX drawdown since its inception was -24.71%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for TSIIX and JMSIX. For additional features, visit the drawdowns tool.
Volatility
TSIIX vs. JMSIX - Volatility Comparison
Thornburg Strategic Income Fund (TSIIX) has a higher volatility of 1.55% compared to JPMorgan Income Fund (JMSIX) at 1.18%. This indicates that TSIIX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.