TY vs JPIB

Comparison between Tri-Continental Corp (TY, ETF) and JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF).

5-Year PerformanceTY has outperformed JPIB, delivering a return of +11.1% compared to +2.7%

TY vs JPIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	JPIB(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	N/A	0.50%
Max Drawdown	78.22%	15.66%
Sharpe Ratio	1.25	-0.21
5Y Beta	0.70	0.08
5Y Dividends CAGR	12.25%	9.54%

Net Assets

$2.10B

JPIB

$2.10B

Expense Ratio

N/A

JPIB

0.50%

Max Drawdown

78.22%

Winner

JPIB

15.66%

Sharpe Ratio

Winner

1.25

JPIB

-0.21

5Y Beta

0.70

Winner

JPIB

0.08

5Y Dividends CAGR

Winner

12.25%

JPIB

9.54%

TY vs JPIB - Historical Returns

Returns include dividend reinvestment.

Period	TY	JPIB
1 month	+1.22%	+0.26%
3 months	+3.64%	+0.91%
6 months	+8.28%	-0.77%
1 year	+18.27%	+3.31%
5 years(CAGR)	+11.11%	+2.74%
10 years(CAGR)	+13.89%	+3.52%
Max(CAGR)	+6.14%	+3.52%

Winner

+1.22%

JPIB

+0.26%

Winner

+3.64%

JPIB

+0.91%

Winner

+8.28%

JPIB

-0.77%

Winner

+18.27%

JPIB

+3.31%

5Y(CAGR)

Winner

+11.11%

JPIB

+2.74%

10Y(CAGR)

Winner

+13.89%

JPIB

+3.52%

Max(CAGR)

Winner

+6.14%

JPIB

+3.52%

TY vs JPIB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	JPIB
2026	+10.94%	+0.68%
2025	+17.62%	+7.89%
2024	+22.64%	+4.07%
2023	+17.19%	+8.43%
2022	-16.33%	-6.51%
2021	+31.10%	+0.08%
2020	+12.05%	+6.99%
2019	+28.15%	+10.58%
2018	-5.84%	-1.93%
2017	+27.70%	+2.61%
2016	+16.71%	N/A
2015	-2.05%	N/A
2014	+11.95%	N/A
2013	+26.03%	N/A
2012	+15.67%	N/A
2011	+4.25%	N/A
2010	+20.29%	N/A
2009	+16.94%	N/A
2008	-44.86%	N/A
2007	+3.50%	N/A
2006	+20.29%	N/A
2005	+4.01%	N/A
2004	+12.95%	N/A
2003	+21.39%	N/A
2002	-28.57%	N/A
2001	-3.49%	N/A
2000	-21.17%	N/A
1999	-8.03%	N/A

TY vs JPIB Drawdown Comparison

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.

The current TY drawdown is -1.30%. The current JPIB drawdown is -0.93%.

Rank	TY	JPIB
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-13.13% Mar 4, 2020 - Jul 20, 2020
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-11.83% Sep 16, 2021 - Dec 14, 2023
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-3.75% Feb 26, 2026 - Mar 27, 2026
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-3.13% Jan 25, 2018 - Feb 1, 2019
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-2.19% Feb 11, 2021 - Jun 10, 2021
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-1.97% Sep 27, 2024 - Feb 5, 2025
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-1.93% Mar 8, 2024 - May 15, 2024
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-1.78% Aug 12, 2020 - Nov 5, 2020
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-1.51% Feb 21, 2020 - Mar 4, 2020
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-1.44% Feb 28, 2025 - Apr 22, 2025
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-1.27% Dec 28, 2023 - Jan 31, 2024
#12	-6.25% May 3, 2019 - Jun 20, 2019	-1.13% Feb 1, 2024 - Mar 7, 2024
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-0.91% Oct 28, 2025 - Dec 26, 2025
#14	-5.06% Mar 28, 2024 - May 20, 2024	-0.89% Nov 6, 2017 - Dec 1, 2017
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-0.86% Oct 7, 2019 - Dec 13, 2019

Correlation

Correlation between TY and JPIB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

TY vs JPIB dividend yield comparison.

Year	TY	JPIB
2026	1.60%	2.70%
2025	11.97%	4.85%
2024	10.61%	4.57%
2023	4.36%	4.35%
2022	8.71%	3.10%
2021	14.13%	2.59%
2020	6.25%	3.14%
2019	6.86%	4.66%
2018	8.13%	5.83%
2017	4.69%	1.81%
2016	4.12%	0.00%
2015	4.05%	0.00%
2014	3.51%	0.00%
2013	3.38%	0.00%
2012	3.74%	0.00%
2011	1.93%	0.00%
2010	1.81%	0.00%
2009	3.32%	0.00%
2008	21.44%	0.00%
2007	11.69%	0.00%
2006	1.25%	0.00%
2005	1.29%	0.00%
2004	1.26%	0.00%
2003	1.04%	0.00%
2002	1.96%	0.00%
2001	7.43%	0.00%
2000	1.56%	0.00%
1999	0.43%	0.00%