WOBDX vs. HAFIX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Hartford AARP Balanced Retirement Fund (HAFIX).
WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991. HAFIX is managed by Hartford. It was launched on Apr 29, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOBDX or HAFIX.
Performance
WOBDX vs. HAFIX - Performance Comparison
Returns By Period
In the year-to-date period, WOBDX achieves a 2.22% return, which is significantly lower than HAFIX's 5.63% return. Over the past 10 years, WOBDX has underperformed HAFIX with an annualized return of 1.28%, while HAFIX has yielded a comparatively higher 3.66% annualized return.
WOBDX
2.22%
-0.53%
3.23%
6.82%
-0.36%
1.28%
HAFIX
5.63%
0.00%
4.71%
10.79%
3.37%
3.66%
Key characteristics
| WOBDX | HAFIX | |
|---|---|---|
| Sharpe Ratio | 1.23 | 2.02 |
| Sortino Ratio | 1.82 | 2.90 |
| Omega Ratio | 1.22 | 1.41 |
| Calmar Ratio | 0.47 | 1.40 |
| Martin Ratio | 4.11 | 10.14 |
| Ulcer Index | 1.66% | 1.06% |
| Daily Std Dev | 5.56% | 5.34% |
| Max Drawdown | -18.25% | -17.48% |
| Current Drawdown | -8.29% | -1.57% |
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WOBDX vs. HAFIX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is lower than HAFIX's 0.56% expense ratio.
Correlation
The correlation between WOBDX and HAFIX is 0.19, 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.
Risk-Adjusted Performance
WOBDX vs. HAFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Hartford AARP Balanced Retirement Fund (HAFIX). 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.
Dividends
WOBDX vs. HAFIX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 3.91%, more than HAFIX's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 3.91% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% | 2.76% |
HAFIX Hartford AARP Balanced Retirement Fund | 2.14% | 2.88% | 5.62% | 2.51% | 2.17% | 3.79% | 7.49% | 5.36% | 4.70% | 5.50% | 3.25% | 0.00% |
Drawdowns
WOBDX vs. HAFIX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -18.25%, roughly equal to the maximum HAFIX drawdown of -17.48%. Use the drawdown chart below to compare losses from any high point for WOBDX and HAFIX. For additional features, visit the drawdowns tool.
Volatility
WOBDX vs. HAFIX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.35% compared to Hartford AARP Balanced Retirement Fund (HAFIX) at 0.00%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than HAFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.