IRONX vs. JHQAX

In the year-to-date period, IRONX achieves a 16.20% return, which is significantly lower than JHQAX's 19.43% return. Over the past 10 years, IRONX has underperformed JHQAX with an annualized return of 1.37%, while JHQAX has yielded a comparatively higher 8.28% annualized return.

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IRONX has a 1.25% expense ratio, which is higher than JHQAX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ironclad Managed Risk Fund (IRONX) and JPMorgan Hedged Equity Fund (JHQAX). 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 IRONX Sharpe Ratio is 1.84, which is comparable to the JHQAX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of IRONX and JHQAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IRONX's dividend yield for the trailing twelve months is around 0.19%, less than JHQAX's 0.33% yield.

The maximum IRONX drawdown since its inception was -20.55%, which is greater than JHQAX's maximum drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for IRONX and JHQAX. For additional features, visit the drawdowns tool.

Ironclad Managed Risk Fund (IRONX) has a higher volatility of 3.55% compared to JPMorgan Hedged Equity Fund (JHQAX) at 2.95%. This indicates that IRONX's price experiences larger fluctuations and is considered to be riskier than JHQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.