TXRIX vs. BSNSX
Compare and contrast key facts about JPMorgan Tax Aware Real Return Fund (TXRIX) and Baird Strategic Municipal Bond Fund (BSNSX).
TXRIX is managed by JPMorgan Chase. It was launched on Aug 30, 2005. BSNSX is managed by Baird. It was launched on Nov 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TXRIX or BSNSX.
Correlation
The correlation between TXRIX and BSNSX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TXRIX vs. BSNSX - Performance Comparison
Key characteristics
TXRIX:
1.31
BSNSX:
1.65
TXRIX:
1.79
BSNSX:
2.30
TXRIX:
1.29
BSNSX:
1.38
TXRIX:
1.68
BSNSX:
2.27
TXRIX:
5.35
BSNSX:
5.98
TXRIX:
0.59%
BSNSX:
0.60%
TXRIX:
2.43%
BSNSX:
2.18%
TXRIX:
-16.51%
BSNSX:
-10.21%
TXRIX:
-0.90%
BSNSX:
-0.71%
Returns By Period
In the year-to-date period, TXRIX achieves a 0.43% return, which is significantly higher than BSNSX's 0.29% return.
TXRIX
0.43%
0.43%
0.83%
2.73%
2.46%
2.20%
BSNSX
0.29%
0.29%
1.27%
3.19%
2.24%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TXRIX vs. BSNSX - Expense Ratio Comparison
TXRIX has a 0.49% expense ratio, which is lower than BSNSX's 0.55% expense ratio.
Risk-Adjusted Performance
TXRIX vs. BSNSX — Risk-Adjusted Performance Rank
TXRIX
BSNSX
TXRIX vs. BSNSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Tax Aware Real Return Fund (TXRIX) and Baird Strategic Municipal Bond Fund (BSNSX). 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
TXRIX vs. BSNSX - Dividend Comparison
TXRIX's dividend yield for the trailing twelve months is around 3.03%, which matches BSNSX's 3.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TXRIX JPMorgan Tax Aware Real Return Fund | 3.03% | 3.31% | 3.44% | 2.06% | 1.47% | 2.23% | 2.55% | 2.87% | 2.72% | 2.80% | 2.99% | 2.97% |
BSNSX Baird Strategic Municipal Bond Fund | 3.04% | 3.27% | 2.98% | 1.80% | 0.84% | 1.36% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TXRIX vs. BSNSX - Drawdown Comparison
The maximum TXRIX drawdown since its inception was -16.51%, which is greater than BSNSX's maximum drawdown of -10.21%. Use the drawdown chart below to compare losses from any high point for TXRIX and BSNSX. For additional features, visit the drawdowns tool.
Volatility
TXRIX vs. BSNSX - Volatility Comparison
JPMorgan Tax Aware Real Return Fund (TXRIX) and Baird Strategic Municipal Bond Fund (BSNSX) have volatilities of 0.72% and 0.72%, 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.