WOBDX vs. LALDX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Lord Abbett Short Duration Income Fund (LALDX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. LALDX is managed by Lord Abbett. It was launched on Nov 4, 1993.
Performance
WOBDX vs. LALDX - Performance Comparison
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WOBDX vs. LALDX - 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% |
LALDX Lord Abbett Short Duration Income Fund | -0.24% | 5.70% | 4.48% | 4.76% | -5.48% | 1.17% | 2.98% | 5.42% | 1.24% | 2.30% |
Returns By Period
In the year-to-date period, WOBDX achieves a -0.08% return, which is significantly higher than LALDX's -0.24% return. Over the past 10 years, WOBDX has underperformed LALDX with an annualized return of 1.97%, while LALDX has yielded a comparatively higher 2.46% 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%
LALDX
- 1D
- 0.26%
- 1M
- -1.03%
- YTD
- -0.24%
- 6M
- 0.98%
- 1Y
- 3.88%
- 3Y*
- 4.35%
- 5Y*
- 1.91%
- 10Y*
- 2.46%
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WOBDX vs. LALDX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is lower than LALDX's 0.58% expense ratio.
Return for Risk
WOBDX vs. LALDX — Risk / Return Rank
WOBDX
LALDX
WOBDX vs. LALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Lord Abbett Short Duration Income Fund (LALDX). 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 | LALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.82 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.47 | 3.07 | -1.60 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.57 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 3.57 | -1.70 |
Martin ratioReturn relative to average drawdown | 5.20 | 14.42 | -9.22 |
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 | LALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.82 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.73 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.96 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 1.28 | -0.11 |
Correlation
The correlation between WOBDX and LALDX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WOBDX vs. LALDX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.05%, less than LALDX's 4.62% 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% |
LALDX Lord Abbett Short Duration Income Fund | 4.62% | 5.01% | 4.11% | 4.09% | 2.42% | 2.37% | 2.88% | 3.59% | 3.88% | 3.71% | 3.95% | 3.95% |
Drawdowns
WOBDX vs. LALDX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, which is greater than LALDX's maximum drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for WOBDX and LALDX.
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Drawdown Indicators
| WOBDX | LALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -10.58% | -6.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -1.29% | -1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -7.60% | -9.05% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | -9.67% | -6.98% |
Current DrawdownCurrent decline from peak | -2.12% | -1.03% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -0.82% | -1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.32% | +0.65% |
Volatility
WOBDX vs. LALDX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.65% compared to Lord Abbett Short Duration Income Fund (LALDX) at 0.71%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than LALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOBDX | LALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 0.71% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 1.66% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 2.39% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 2.64% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 2.58% | +2.11% |