BRGNX vs. JNJ

In the year-to-date period, BRGNX achieves a 1.76% return, which is significantly lower than JNJ's 5.48% return. Over the past 10 years, BRGNX has outperformed JNJ with an annualized return of 11.48%, while JNJ has yielded a comparatively lower 6.76% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Large-Cap Index Fund (BRGNX) and Johnson & Johnson (JNJ). 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.

The current BRGNX Sharpe Ratio is 0.70, which is higher than the JNJ Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of BRGNX and JNJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRGNX's dividend yield for the trailing twelve months is around 1.14%, less than JNJ's 3.28% yield.

The maximum BRGNX drawdown since its inception was -34.59%, smaller than the maximum JNJ drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for BRGNX and JNJ. For additional features, visit the drawdowns tool.

The current volatility for iShares Russell 1000 Large-Cap Index Fund (BRGNX) is 5.51%, while Johnson & Johnson (JNJ) has a volatility of 6.41%. This indicates that BRGNX experiences smaller price fluctuations and is considered to be less risky than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.