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CNCR vs. OLGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CNCR and OLGAX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

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.

-50.00%0.00%50.00%100.00%SeptemberOctoberNovemberDecember2025February
-43.97%
128.08%
CNCR
OLGAX

Key characteristics

Sharpe Ratio

CNCR:

-0.44

OLGAX:

1.40

Sortino Ratio

CNCR:

-0.43

OLGAX:

1.92

Omega Ratio

CNCR:

0.95

OLGAX:

1.25

Calmar Ratio

CNCR:

-0.24

OLGAX:

1.97

Martin Ratio

CNCR:

-0.80

OLGAX:

7.15

Ulcer Index

CNCR:

19.94%

OLGAX:

3.64%

Daily Std Dev

CNCR:

35.74%

OLGAX:

18.59%

Max Drawdown

CNCR:

-72.14%

OLGAX:

-64.30%

Current Drawdown

CNCR:

-61.68%

OLGAX:

-0.66%

Returns By Period

In the year-to-date period, CNCR achieves a 3.25% return, which is significantly lower than OLGAX's 4.52% return.


CNCR

YTD

3.25%

1M

8.82%

6M

-10.56%

1Y

-20.74%

5Y*

-9.25%

10Y*

N/A

OLGAX

YTD

4.52%

1M

3.07%

6M

12.13%

1Y

23.47%

5Y*

12.74%

10Y*

8.57%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


CNCR vs. OLGAX - Expense Ratio Comparison

CNCR has a 0.79% expense ratio, which is lower than OLGAX's 1.01% expense ratio.


OLGAX
JPMorgan Large Cap Growth Fund Class A
Expense ratio chart for OLGAX: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%
Expense ratio chart for CNCR: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Risk-Adjusted Performance

CNCR vs. OLGAX — Risk-Adjusted Performance Rank

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

CNCR
The Risk-Adjusted Performance Rank of CNCR is 33
Overall Rank
The Sharpe Ratio Rank of CNCR is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of CNCR is 33
Sortino Ratio Rank
The Omega Ratio Rank of CNCR is 33
Omega Ratio Rank
The Calmar Ratio Rank of CNCR is 33
Calmar Ratio Rank
The Martin Ratio Rank of CNCR is 33
Martin Ratio Rank

OLGAX
The Risk-Adjusted Performance Rank of OLGAX is 7171
Overall Rank
The Sharpe Ratio Rank of OLGAX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of OLGAX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of OLGAX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of OLGAX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of OLGAX is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CNCR vs. OLGAX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for CNCR, currently valued at -0.44, compared to the broader market0.002.004.00-0.441.40
The chart of Sortino ratio for CNCR, currently valued at -0.43, compared to the broader market0.005.0010.00-0.431.92
The chart of Omega ratio for CNCR, currently valued at 0.95, compared to the broader market0.501.001.502.002.503.000.951.25
The chart of Calmar ratio for CNCR, currently valued at -0.24, compared to the broader market0.005.0010.0015.0020.00-0.241.97
The chart of Martin ratio for CNCR, currently valued at -0.80, compared to the broader market0.0020.0040.0060.0080.00100.00-0.807.15
CNCR
OLGAX

The current CNCR Sharpe Ratio is -0.44, which is lower than the OLGAX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of CNCR and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.44
1.40
CNCR
OLGAX

Dividends

CNCR vs. OLGAX - Dividend Comparison

Neither CNCR nor OLGAX has paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
CNCR
Loncar Cancer Immunotherapy ETF
0.00%0.00%0.00%0.00%7.79%0.91%0.00%0.00%1.47%0.00%0.37%
OLGAX
JPMorgan Large Cap Growth Fund Class A
0.00%0.00%0.00%0.10%0.00%0.00%0.00%0.00%0.74%0.00%0.00%

Drawdowns

CNCR vs. OLGAX - Drawdown Comparison

The maximum CNCR drawdown since its inception was -72.14%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for CNCR and OLGAX. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-61.68%
-0.66%
CNCR
OLGAX

Volatility

CNCR vs. OLGAX - Volatility Comparison

Loncar Cancer Immunotherapy ETF (CNCR) has a higher volatility of 9.57% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.76%. This indicates that CNCR's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
9.57%
4.76%
CNCR
OLGAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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