WOBDX vs. FBKWX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. FBKWX is managed by Fidelity. It was launched on Oct 15, 2002.
Performance
WOBDX vs. FBKWX - Performance Comparison
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WOBDX vs. FBKWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 0.12% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 8.34% | 0.20% | 3.81% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | -0.37% | 7.60% | 2.20% | 6.56% | -13.55% | -0.27% | 9.46% | 9.88% | -0.56% | 4.39% |
Returns By Period
In the year-to-date period, WOBDX achieves a 0.12% return, which is significantly higher than FBKWX's -0.37% return. Over the past 10 years, WOBDX has underperformed FBKWX with an annualized return of 1.99%, while FBKWX has yielded a comparatively higher 2.58% annualized return.
WOBDX
- 1D
- 0.19%
- 1M
- -1.47%
- YTD
- 0.12%
- 6M
- 0.83%
- 1Y
- 4.11%
- 3Y*
- 3.84%
- 5Y*
- 0.60%
- 10Y*
- 1.99%
FBKWX
- 1D
- 0.10%
- 1M
- -1.75%
- YTD
- -0.37%
- 6M
- 0.39%
- 1Y
- 4.05%
- 3Y*
- 4.16%
- 5Y*
- 0.67%
- 10Y*
- 2.58%
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WOBDX vs. FBKWX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than FBKWX's 0.36% expense ratio.
Return for Risk
WOBDX vs. FBKWX — Risk / Return Rank
WOBDX
FBKWX
WOBDX vs. FBKWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX). 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 | FBKWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.00 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.44 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.71 | +0.01 |
Martin ratioReturn relative to average drawdown | 4.74 | 5.16 | -0.42 |
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 | FBKWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.00 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.12 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.55 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.55 | +0.63 |
Correlation
The correlation between WOBDX and FBKWX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WOBDX vs. FBKWX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.04%, less than FBKWX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 4.04% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.10% | 4.45% | 4.22% | 3.52% | 2.59% | 1.97% | 5.32% | 3.11% | 3.30% | 3.07% | 3.71% | 3.38% |
Drawdowns
WOBDX vs. FBKWX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum FBKWX drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for WOBDX and FBKWX.
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Drawdown Indicators
| WOBDX | FBKWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -18.31% | +1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -2.86% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -18.31% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | -18.31% | +1.66% |
Current DrawdownCurrent decline from peak | -1.93% | -2.25% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -3.69% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.95% | +0.02% |
Volatility
WOBDX vs. FBKWX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.63% compared to Fidelity Advisor Total Bond Fund Class Z (FBKWX) at 1.50%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than FBKWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOBDX | FBKWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.50% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 2.64% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 4.42% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 5.67% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 4.74% | -0.05% |