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WOBDX vs. HAFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

WOBDX vs. HAFIX

Last updated May 17, 2025

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.

Correlation

The correlation between WOBDX and HAFIX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

WOBDX vs. HAFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Core Bond Fund (WOBDX) and Hartford AARP Balanced Retirement Fund (HAFIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

WOBDX

YTD

2.15%

1M

-0.20%

6M

2.12%

1Y

4.78%

5Y*

-0.63%

10Y*

1.41%

HAFIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

HAFIX
Hartford AARP Balanced Retirement Fund
WOBDX
JPMorgan Core Bond Fund

Risk-Adjusted Performance

WOBDX vs. HAFIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WOBDX
The Risk-Adjusted Performance Rank of WOBDX is 7171
Overall Rank
The Sharpe Ratio Rank of WOBDX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of WOBDX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of WOBDX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of WOBDX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of WOBDX is 6565
Martin Ratio Rank
HAFIX
The Risk-Adjusted Performance Rank of HAFIX is 5555
Overall Rank
The Sharpe Ratio Rank of HAFIX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of HAFIX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of HAFIX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of HAFIX is 88
Calmar Ratio Rank
The Martin Ratio Rank of HAFIX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

WOBDX vs. HAFIX - Dividend Comparison

WOBDX's dividend yield for the trailing twelve months is around 4.01%, while HAFIX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
WOBDX
JPMorgan Core Bond Fund		4.01%3.96%3.49%2.68%2.07%2.36%2.77%2.80%2.66%2.47%2.34%2.53%
HAFIX
Hartford AARP Balanced Retirement Fund		0.76%1.60%2.88%5.62%2.51%2.17%3.79%7.49%5.36%9.61%0.00%0.00%

Drawdowns

WOBDX vs. HAFIX - Drawdown Comparison

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Volatility

WOBDX vs. HAFIX - Volatility Comparison

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