IRONX vs. JHQTX
Compare and contrast key facts about Ironclad Managed Risk Fund (IRONX) and JPMorgan Hedged Equity 3 Fund (JHQTX).
IRONX is managed by BlackRock. It was launched on Oct 14, 2010. JHQTX is managed by JPMorgan. It was launched on Feb 25, 2021.
Performance
IRONX vs. JHQTX - Performance Comparison
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IRONX vs. JHQTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | -3.04% | 10.57% | 14.78% | 10.61% | 0.26% | 13.03% |
JHQTX JPMorgan Hedged Equity 3 Fund | -3.00% | 9.32% | 16.76% | 18.60% | -14.49% | 13.16% |
Returns By Period
The year-to-date returns for both investments are quite close, with IRONX having a -3.04% return and JHQTX slightly higher at -3.00%.
IRONX
- 1D
- 1.40%
- 1M
- -3.19%
- YTD
- -3.04%
- 6M
- -2.40%
- 1Y
- 8.36%
- 3Y*
- 9.96%
- 5Y*
- 8.52%
- 10Y*
- 25.89%
JHQTX
- 1D
- 1.50%
- 1M
- -2.96%
- YTD
- -3.00%
- 6M
- -0.33%
- 1Y
- 9.68%
- 3Y*
- 12.41%
- 5Y*
- 6.59%
- 10Y*
- —
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IRONX vs. JHQTX - Expense Ratio Comparison
IRONX has a 1.25% expense ratio, which is higher than JHQTX's 0.60% expense ratio.
Return for Risk
IRONX vs. JHQTX — Risk / Return Rank
IRONX
JHQTX
IRONX vs. JHQTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ironclad Managed Risk Fund (IRONX) and JPMorgan Hedged Equity 3 Fund (JHQTX). 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.
| IRONX | JHQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.07 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.60 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.71 | -0.67 |
Martin ratioReturn relative to average drawdown | 4.51 | 6.76 | -2.25 |
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
| IRONX | JHQTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.07 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.68 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.74 | -0.18 |
Correlation
The correlation between IRONX and JHQTX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IRONX vs. JHQTX - Dividend Comparison
IRONX's dividend yield for the trailing twelve months is around 0.06%, less than JHQTX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | 0.06% | 0.06% | 0.19% | 5.17% | 2.97% | 13.84% | 4.16% | 121.75% | 8.85% | 9.93% | 1.42% | 0.38% |
JHQTX JPMorgan Hedged Equity 3 Fund | 0.51% | 0.50% | 0.70% | 0.94% | 1.99% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IRONX vs. JHQTX - Drawdown Comparison
The maximum IRONX drawdown since its inception was -13.71%, smaller than the maximum JHQTX drawdown of -18.72%. Use the drawdown chart below to compare losses from any high point for IRONX and JHQTX.
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Drawdown Indicators
| IRONX | JHQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.71% | -18.72% | +5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -5.98% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -11.68% | -18.72% | +7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | — | — |
Current DrawdownCurrent decline from peak | -4.60% | -4.37% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -4.25% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.51% | +0.48% |
Volatility
IRONX vs. JHQTX - Volatility Comparison
Ironclad Managed Risk Fund (IRONX) and JPMorgan Hedged Equity 3 Fund (JHQTX) have volatilities of 3.05% and 2.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRONX | JHQTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 2.92% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 5.80% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.68% | 9.50% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.42% | 9.69% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.74% | 9.66% | +31.08% |