WOBDX vs. BSIIX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and BlackRock Strategic Income Opportunities Fund Class I (BSIIX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. BSIIX is managed by BlackRock. It was launched on Feb 5, 2008.
Performance
WOBDX vs. BSIIX - Performance Comparison
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WOBDX vs. BSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | -0.08% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 8.34% | 0.20% | 3.81% |
BSIIX BlackRock Strategic Income Opportunities Fund Class I | -0.96% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
Returns By Period
In the year-to-date period, WOBDX achieves a -0.08% return, which is significantly higher than BSIIX's -0.96% return. Over the past 10 years, WOBDX has underperformed BSIIX with an annualized return of 1.97%, while BSIIX has yielded a comparatively higher 3.62% annualized return.
WOBDX
- 1D
- 0.59%
- 1M
- -2.12%
- YTD
- -0.08%
- 6M
- 0.83%
- 1Y
- 4.21%
- 3Y*
- 3.77%
- 5Y*
- 0.65%
- 10Y*
- 1.97%
BSIIX
- 1D
- 0.21%
- 1M
- -2.64%
- YTD
- -0.96%
- 6M
- 0.50%
- 1Y
- 5.73%
- 3Y*
- 5.74%
- 5Y*
- 2.54%
- 10Y*
- 3.62%
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WOBDX vs. BSIIX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is lower than BSIIX's 0.69% expense ratio.
Return for Risk
WOBDX vs. BSIIX — Risk / Return Rank
WOBDX
BSIIX
WOBDX vs. BSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and BlackRock Strategic Income Opportunities Fund Class I (BSIIX). 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.
| WOBDX | BSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 2.10 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.47 | 3.06 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.43 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.20 | -0.34 |
Martin ratioReturn relative to average drawdown | 5.20 | 9.63 | -4.42 |
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
| WOBDX | BSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 2.10 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.71 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 1.17 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 1.28 | -0.10 |
Correlation
The correlation between WOBDX and BSIIX is 0.39, 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
WOBDX vs. BSIIX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.05%, less than BSIIX's 4.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 4.05% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.79% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
Drawdowns
WOBDX vs. BSIIX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum BSIIX drawdown of -18.76%. Use the drawdown chart below to compare losses from any high point for WOBDX and BSIIX.
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Drawdown Indicators
| WOBDX | BSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -18.76% | +2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -2.84% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -9.13% | -7.52% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | -9.91% | -6.74% |
Current DrawdownCurrent decline from peak | -2.12% | -2.64% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -1.82% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.65% | +0.32% |
Volatility
WOBDX vs. BSIIX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.65% compared to BlackRock Strategic Income Opportunities Fund Class I (BSIIX) at 1.21%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than BSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOBDX | BSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 1.21% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 1.98% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 2.89% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 3.58% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 3.11% | +1.58% |