WOBDX vs. GIUSX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Guggenheim Core Bond Fund Institutional Class (GIUSX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. GIUSX is managed by Guggenheim.
Performance
WOBDX vs. GIUSX - Performance Comparison
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WOBDX vs. GIUSX - 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% |
GIUSX Guggenheim Core Bond Fund Institutional Class | -0.71% | 7.86% | 2.91% | 7.07% | -16.63% | -0.90% | 14.63% | 4.47% | 1.20% | 6.61% |
Returns By Period
In the year-to-date period, WOBDX achieves a -0.08% return, which is significantly higher than GIUSX's -0.71% return. Over the past 10 years, WOBDX has underperformed GIUSX with an annualized return of 1.97%, while GIUSX has yielded a comparatively higher 2.72% 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%
GIUSX
- 1D
- 0.49%
- 1M
- -2.51%
- YTD
- -0.71%
- 6M
- 0.29%
- 1Y
- 4.07%
- 3Y*
- 4.31%
- 5Y*
- 0.31%
- 10Y*
- 2.72%
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WOBDX vs. GIUSX - Expense Ratio Comparison
Both WOBDX and GIUSX have an expense ratio of 0.50%.
Return for Risk
WOBDX vs. GIUSX — Risk / Return Rank
WOBDX
GIUSX
WOBDX vs. GIUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Guggenheim Core Bond Fund Institutional Class (GIUSX). 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 | GIUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.06 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.53 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.71 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.20 | 5.20 | +0.01 |
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 | GIUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.06 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.05 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.57 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.69 | +0.48 |
Correlation
The correlation between WOBDX and GIUSX is 0.89, 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. GIUSX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.05%, less than GIUSX's 4.40% 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% |
GIUSX Guggenheim Core Bond Fund Institutional Class | 4.40% | 4.75% | 4.68% | 4.39% | 2.71% | 3.36% | 4.36% | 2.42% | 2.76% | 3.47% | 3.85% | 4.96% |
Drawdowns
WOBDX vs. GIUSX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum GIUSX drawdown of -22.02%. Use the drawdown chart below to compare losses from any high point for WOBDX and GIUSX.
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Drawdown Indicators
| WOBDX | GIUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -22.02% | +5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -2.99% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -22.02% | +5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | -22.02% | +5.37% |
Current DrawdownCurrent decline from peak | -2.12% | -2.90% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -4.12% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.99% | -0.02% |
Volatility
WOBDX vs. GIUSX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) and Guggenheim Core Bond Fund Institutional Class (GIUSX) have volatilities of 1.65% and 1.64%, 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.
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Volatility by Period
| WOBDX | GIUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 1.64% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 2.59% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 4.45% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 5.88% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 4.80% | -0.11% |