CNCR vs. OLGAX
Compare and contrast key facts about Loncar Cancer Immunotherapy ETF (CNCR) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
CNCR is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Loncar Cancer Immunotherapy Index. It was launched on Oct 13, 2015. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CNCR or OLGAX.
Key characteristics
| CNCR | OLGAX | |
|---|---|---|
| YTD Return | 6.83% | 11.70% |
| 1Y Return | 15.40% | 38.90% |
| 3Y Return (Ann) | -20.75% | 7.14% |
| 5Y Return (Ann) | -5.34% | 18.17% |
| Sharpe Ratio | 0.46 | 2.48 |
| Daily Std Dev | 32.39% | 16.82% |
| Max Drawdown | -72.14% | -64.30% |
| Current Drawdown | -56.62% | -4.45% |
Correlation
The correlation between CNCR and OLGAX is 0.54, 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.
Performance
CNCR vs. OLGAX - Performance Comparison
In the year-to-date period, CNCR achieves a 6.83% return, which is significantly lower than OLGAX's 11.70% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CNCR vs. OLGAX - Expense Ratio Comparison
CNCR has a 0.79% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
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.
Dividends
CNCR vs. OLGAX - Dividend Comparison
Neither CNCR nor OLGAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CNCR Loncar Cancer Immunotherapy ETF | 0.00% | 0.00% | 0.00% | 7.79% | 0.91% | 0.00% | 0.00% | 1.47% | 0.00% | 0.37% | 0.00% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 0.00% | 1.80% |
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.
Volatility
CNCR vs. OLGAX - Volatility Comparison
Loncar Cancer Immunotherapy ETF (CNCR) has a higher volatility of 9.83% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.86%. 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.