WACPX vs. JSOSX
Compare and contrast key facts about Western Asset Core Plus Bond Fund Class I (WACPX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
WACPX is managed by Franklin Templeton. It was launched on Jul 8, 1998. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
WACPX vs. JSOSX - Performance Comparison
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WACPX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WACPX Western Asset Core Plus Bond Fund Class I | -1.18% | 7.99% | -0.77% | 7.51% | -18.79% | -2.24% | 9.42% | 12.29% | -1.47% | 7.10% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.41% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, WACPX achieves a -1.18% return, which is significantly lower than JSOSX's 0.41% return. Over the past 10 years, WACPX has underperformed JSOSX with an annualized return of 1.82%, while JSOSX has yielded a comparatively higher 3.32% annualized return.
WACPX
- 1D
- 0.55%
- 1M
- -3.07%
- YTD
- -1.18%
- 6M
- -0.12%
- 1Y
- 3.53%
- 3Y*
- 3.26%
- 5Y*
- -1.02%
- 10Y*
- 1.82%
JSOSX
- 1D
- 0.00%
- 1M
- -0.26%
- YTD
- 0.41%
- 6M
- 1.32%
- 1Y
- 3.43%
- 3Y*
- 4.66%
- 5Y*
- 3.10%
- 10Y*
- 3.32%
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WACPX vs. JSOSX - Expense Ratio Comparison
WACPX has a 0.45% expense ratio, which is lower than JSOSX's 0.77% expense ratio.
Return for Risk
WACPX vs. JSOSX — Risk / Return Rank
WACPX
JSOSX
WACPX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Core Plus Bond Fund Class I (WACPX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). 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.
| WACPX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 5.06 | -4.20 |
Sortino ratioReturn per unit of downside risk | 1.25 | 9.95 | -8.70 |
Omega ratioGain probability vs. loss probability | 1.15 | 3.85 | -2.70 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 13.42 | -12.14 |
Martin ratioReturn relative to average drawdown | 4.39 | 93.93 | -89.55 |
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
| WACPX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 5.06 | -4.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 3.99 | -4.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 2.59 | -2.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 1.98 | -1.08 |
Correlation
The correlation between WACPX and JSOSX is 0.01, 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.
Dividends
WACPX vs. JSOSX - Dividend Comparison
WACPX's dividend yield for the trailing twelve months is around 4.39%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WACPX Western Asset Core Plus Bond Fund Class I | 4.39% | 4.70% | 4.80% | 4.88% | 3.46% | 2.99% | 4.12% | 4.98% | 4.01% | 3.30% | 4.77% | 3.19% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
WACPX vs. JSOSX - Drawdown Comparison
The maximum WACPX drawdown since its inception was -25.86%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for WACPX and JSOSX.
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Drawdown Indicators
| WACPX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.86% | -6.40% | -19.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.60% | -0.26% | -3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -0.98% | -24.48% |
Max Drawdown (10Y)Largest decline over 10 years | -25.86% | -6.19% | -19.67% |
Current DrawdownCurrent decline from peak | -9.63% | -0.26% | -9.37% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -0.47% | -3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.04% | +1.01% |
Volatility
WACPX vs. JSOSX - Volatility Comparison
Western Asset Core Plus Bond Fund Class I (WACPX) has a higher volatility of 1.73% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.34%. This indicates that WACPX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WACPX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 0.34% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 0.50% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 0.68% | +4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | 0.78% | +6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.15% | 1.29% | +4.86% |