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.
Correlation
The correlation between WOBDX and HAFIX is 0.23, 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.
Performance
WOBDX vs. HAFIX - Performance Comparison
Key characteristics
Returns By Period
WOBDX
3.95%
1.59%
2.16%
7.34%
0.06%
1.48%
HAFIX
N/A
N/A
N/A
N/A
N/A
N/A
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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.
Risk-Adjusted Performance
WOBDX vs. HAFIX — Risk-Adjusted Performance Rank
WOBDX
HAFIX
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 3.88%, while HAFIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 3.88% | 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 | 1.05% | 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
Volatility
WOBDX vs. HAFIX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.25% 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.