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CNCR vs. OLGAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CNCR vs. OLGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Loncar Cancer Immunotherapy ETF (CNCR) and JPMorgan Large Cap Growth Fund Class A (OLGAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CNCR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

OLGAX

1D
-0.17%
1M
1.14%
YTD
6.37%
6M
4.69%
1Y
18.50%
3Y*
21.89%
5Y*
12.33%
10Y*
19.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CNCR vs. OLGAX - Yearly Performance Comparison


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Return for Risk

CNCR vs. OLGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CNCR

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


OLGAX
OLGAX Risk / Return Rank: 1717
Overall Rank
OLGAX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
OLGAX Sortino Ratio Rank: 1919
Sortino Ratio Rank
OLGAX Omega Ratio Rank: 2020
Omega Ratio Rank
OLGAX Calmar Ratio Rank: 1414
Calmar Ratio Rank
OLGAX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CNCR vs. OLGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Loncar Cancer Immunotherapy ETF (CNCR) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CNCROLGAXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

1.19

Martin ratioReturn relative to average drawdown

3.35

CNCR vs. OLGAX - Sharpe Ratio Comparison


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Drawdowns

CNCR vs. OLGAX - Drawdown Comparison

The maximum CNCR drawdown since its inception was 0.00%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for CNCR and OLGAX.


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Drawdown Indicators


CNCROLGAXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-63.25%

+63.25%

Max Drawdown (1Y)

Largest decline over 1 year

-16.92%

Max Drawdown (3Y)

Largest decline over 3 years

-21.55%

Max Drawdown (5Y)

Largest decline over 5 years

-31.34%

Max Drawdown (10Y)

Largest decline over 10 years

-31.87%

Current Drawdown

Current decline from peak

0.00%

-1.27%

+1.27%

Average Drawdown

Average peak-to-trough decline

0.00%

-18.68%

+18.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.99%

Volatility

CNCR vs. OLGAX - Volatility Comparison


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Volatility by Period


CNCROLGAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.59%

Volatility (6M)

Calculated over the trailing 6-month period

12.48%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

16.70%

-16.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

20.36%

-20.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

21.66%

-21.66%

CNCR vs. OLGAX - Expense Ratio Comparison

CNCR has a 0.79% expense ratio, which is lower than OLGAX's 0.94% expense ratio.


Dividends

CNCR vs. OLGAX - Dividend Comparison

CNCR has not paid dividends to shareholders, while OLGAX's dividend yield for the trailing twelve months is around 11.11%.


PositionTTM20252024202320222021202020192018201720162015
CNCR
Loncar Cancer Immunotherapy ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OLGAX
JPMorgan Large Cap Growth Fund Class A
11.11%11.82%2.06%0.00%3.20%15.30%5.32%13.03%16.18%14.92%9.94%4.51%
Portfolio Optimizer

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