WOBDX vs. JEPIX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. JEPIX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
WOBDX vs. JEPIX - Performance Comparison
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WOBDX vs. JEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | -0.08% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 8.34% | 1.17% |
JEPIX JPMorgan Equity Premium Income Fund Class I | -2.35% | 7.82% | 12.43% | 9.68% | -3.81% | 19.36% | 6.02% | 16.44% | -9.93% |
Returns By Period
In the year-to-date period, WOBDX achieves a -0.08% return, which is significantly higher than JEPIX's -2.35% 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%
JEPIX
- 1D
- 0.15%
- 1M
- -7.28%
- YTD
- -2.35%
- 6M
- 0.41%
- 1Y
- 4.98%
- 3Y*
- 8.50%
- 5Y*
- 7.58%
- 10Y*
- —
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WOBDX vs. JEPIX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is lower than JEPIX's 0.63% expense ratio.
Return for Risk
WOBDX vs. JEPIX — Risk / Return Rank
WOBDX
JEPIX
WOBDX vs. JEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and JPMorgan Equity Premium Income Fund Class I (JEPIX). 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 | JEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.48 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.78 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.49 | +1.38 |
Martin ratioReturn relative to average drawdown | 5.20 | 2.28 | +2.92 |
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 | JEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.48 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.67 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.47 | +0.71 |
Correlation
The correlation between WOBDX and JEPIX is 0.06, 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.
Dividends
WOBDX vs. JEPIX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.05%, less than JEPIX's 7.69% 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% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.69% | 8.12% | 7.20% | 8.42% | 12.24% | 6.15% | 11.59% | 3.91% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WOBDX vs. JEPIX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum JEPIX drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for WOBDX and JEPIX.
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Drawdown Indicators
| WOBDX | JEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -32.63% | +15.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -10.49% | +7.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -13.67% | -2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | — | — |
Current DrawdownCurrent decline from peak | -2.12% | -7.28% | +5.16% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -3.19% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 2.24% | -1.27% |
Volatility
WOBDX vs. JEPIX - Volatility Comparison
The current volatility for JPMorgan Core Bond Fund (WOBDX) is 1.65%, while JPMorgan Equity Premium Income Fund Class I (JEPIX) has a volatility of 3.47%. This indicates that WOBDX experiences smaller price fluctuations and is considered to be less risky than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOBDX | JEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 3.47% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 6.47% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 13.70% | -9.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 11.39% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 14.84% | -10.15% |