WOBDX vs. DBLTX

In the year-to-date period, WOBDX achieves a 2.15% return, which is significantly lower than DBLTX's 2.29% return. Over the past 10 years, WOBDX has underperformed DBLTX with an annualized return of 1.41%, while DBLTX has yielded a comparatively higher 1.60% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Both WOBDX and DBLTX have an expense ratio of 0.50%.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and DoubleLine Total Return Bond Fund Class I (DBLTX). 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.

The current WOBDX Sharpe Ratio is 0.93, which is comparable to the DBLTX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of WOBDX and DBLTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WOBDX's dividend yield for the trailing twelve months is around 4.01%, less than DBLTX's 5.02% yield.

The maximum WOBDX drawdown since its inception was -18.24%, which is greater than DBLTX's maximum drawdown of -16.49%. Use the drawdown chart below to compare losses from any high point for WOBDX and DBLTX. For additional features, visit the drawdowns tool.

JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.45% compared to DoubleLine Total Return Bond Fund Class I (DBLTX) at 1.35%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than DBLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.