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| Side by side | JCPB | BND | AGG |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate |
| Expense ratio | 0.40% | 0.03% | 0.03% |
| Cost per year on $10k | $40 | $3 | $3 |
| Trailing 12-mo yield | 4.98% | 4.12% | 4.12% |
| Income per year on $10k | $498 | $412 | $412 |
| YTD | −0.4% | −1.0% | −0.8% |
| 1 year | −0.6% | −1.4% | −1.2% |
| 3 years · per year | +6.2% | +5.0% | +5.2% |
| 5 years · per year | +0.8% | −0.2% | −0.1% |
| Worst drop · 1Y | −4.5% | −4.8% | −4.6% |
| Volatility · 1Y | 3.9% | 4.0% | 4.1% |
| Holdings | 2,813 | 346 | 13,467 |
| Assets | $17.4B | $389B | $140B |
| Leverage | None | None | None |
| Since | 2019 | 2007 | 2003 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.
Holdings unavailable.