WOBDX vs. MCDWX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Manning & Napier Credit Series (MCDWX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020.
Performance
WOBDX vs. MCDWX - Performance Comparison
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WOBDX vs. MCDWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 0.12% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 4.80% |
MCDWX Manning & Napier Credit Series | -0.13% | 7.57% | 4.13% | 7.31% | -11.13% | 0.01% | 8.77% |
Returns By Period
In the year-to-date period, WOBDX achieves a 0.12% return, which is significantly higher than MCDWX's -0.13% return.
WOBDX
- 1D
- 0.19%
- 1M
- -1.47%
- YTD
- 0.12%
- 6M
- 0.83%
- 1Y
- 4.11%
- 3Y*
- 3.84%
- 5Y*
- 0.60%
- 10Y*
- 1.99%
MCDWX
- 1D
- 0.22%
- 1M
- -1.30%
- YTD
- -0.13%
- 6M
- 0.99%
- 1Y
- 4.63%
- 3Y*
- 5.27%
- 5Y*
- 1.72%
- 10Y*
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WOBDX vs. MCDWX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than MCDWX's 0.10% expense ratio.
Return for Risk
WOBDX vs. MCDWX — Risk / Return Rank
WOBDX
MCDWX
WOBDX vs. MCDWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and Manning & Napier Credit Series (MCDWX). 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 | MCDWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.51 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.12 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.26 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.74 | 8.14 | -3.40 |
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 | MCDWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.51 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.37 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.58 | +0.60 |
Correlation
The correlation between WOBDX and MCDWX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WOBDX vs. MCDWX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.04%, less than MCDWX's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 4.04% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
MCDWX Manning & Napier Credit Series | 4.43% | 4.83% | 4.41% | 4.48% | 3.25% | 4.45% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WOBDX vs. MCDWX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, roughly equal to the maximum MCDWX drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for WOBDX and MCDWX.
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Drawdown Indicators
| WOBDX | MCDWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -15.96% | -0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -2.20% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -15.96% | -0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | — | — |
Current DrawdownCurrent decline from peak | -1.93% | -1.63% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -4.24% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.61% | +0.36% |
Volatility
WOBDX vs. MCDWX - Volatility Comparison
JPMorgan Core Bond Fund (WOBDX) has a higher volatility of 1.63% compared to Manning & Napier Credit Series (MCDWX) at 1.42%. This indicates that WOBDX's price experiences larger fluctuations and is considered to be riskier than MCDWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOBDX | MCDWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.42% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 2.00% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 3.31% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 4.62% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 4.41% | +0.28% |