GBOSX vs. OLGAX
Compare and contrast key facts about JPMorgan Global Bond Opportunities Fund (GBOSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
GBOSX is managed by JPMorgan. It was launched on Sep 3, 2012. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
GBOSX vs. OLGAX - Performance Comparison
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GBOSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GBOSX JPMorgan Global Bond Opportunities Fund | -1.68% | 7.90% | 3.53% | 6.96% | -6.04% | 1.37% | 7.77% | 10.57% | -1.89% | 6.72% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, GBOSX achieves a -1.68% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, GBOSX has underperformed OLGAX with an annualized return of 3.94%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
GBOSX
- 1D
- 0.52%
- 1M
- -3.01%
- YTD
- -1.68%
- 6M
- -0.69%
- 1Y
- 4.91%
- 3Y*
- 4.74%
- 5Y*
- 2.31%
- 10Y*
- 3.94%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
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GBOSX vs. OLGAX - Expense Ratio Comparison
GBOSX has a 0.65% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
GBOSX vs. OLGAX — Risk / Return Rank
GBOSX
OLGAX
GBOSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Bond Opportunities Fund (GBOSX) 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.
| GBOSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.61 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.01 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.14 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.77 | +0.54 |
Martin ratioReturn relative to average drawdown | 6.14 | 2.34 | +3.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GBOSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.61 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.50 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.15 | 0.82 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.48 | +0.63 |
Correlation
The correlation between GBOSX and OLGAX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
GBOSX vs. OLGAX - Dividend Comparison
GBOSX's dividend yield for the trailing twelve months is around 4.90%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBOSX JPMorgan Global Bond Opportunities Fund | 4.90% | 4.79% | 4.41% | 3.92% | 3.68% | 2.61% | 3.29% | 4.06% | 5.74% | 3.32% | 4.80% | 5.12% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
GBOSX vs. OLGAX - Drawdown Comparison
The maximum GBOSX drawdown since its inception was -11.48%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for GBOSX and OLGAX.
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Drawdown Indicators
| GBOSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.48% | -63.25% | +51.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -16.92% | +13.02% |
Max Drawdown (5Y)Largest decline over 5 years | -10.86% | -31.34% | +20.48% |
Max Drawdown (10Y)Largest decline over 10 years | -11.48% | -31.87% | +20.39% |
Current DrawdownCurrent decline from peak | -3.40% | -14.02% | +10.62% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -18.78% | +17.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 5.58% | -4.74% |
Volatility
GBOSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Global Bond Opportunities Fund (GBOSX) is 2.17%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that GBOSX experiences smaller price fluctuations and is considered to be less risky than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GBOSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.17% | 6.48% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 12.54% | -9.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.58% | 21.14% | -17.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.59% | 20.26% | -16.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.42% | 21.55% | -18.13% |