IVVD vs. JHEQX
Compare and contrast key facts about Invivyd Inc. (IVVD) and JPMorgan Hedged Equity Fund Class I (JHEQX).
JHEQX is managed by JPMorgan Chase. It was launched on Dec 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVD or JHEQX.
Correlation
The correlation between IVVD and JHEQX is 0.25, 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.
Performance
IVVD vs. JHEQX - Performance Comparison
Key characteristics
IVVD:
-0.23
JHEQX:
1.93
IVVD:
1.16
JHEQX:
2.65
IVVD:
1.13
JHEQX:
1.39
IVVD:
-0.57
JHEQX:
3.36
IVVD:
-0.82
JHEQX:
13.16
IVVD:
69.13%
JHEQX:
1.24%
IVVD:
244.94%
JHEQX:
8.43%
IVVD:
-99.36%
JHEQX:
-18.85%
IVVD:
-96.84%
JHEQX:
-0.97%
Returns By Period
In the year-to-date period, IVVD achieves a 299.46% return, which is significantly higher than JHEQX's 1.48% return.
IVVD
299.46%
335.32%
75.25%
-56.19%
N/A
N/A
JHEQX
1.48%
-0.39%
5.58%
14.93%
10.08%
8.33%
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Risk-Adjusted Performance
IVVD vs. JHEQX — Risk-Adjusted Performance Rank
IVVD
JHEQX
IVVD vs. JHEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invivyd Inc. (IVVD) and JPMorgan Hedged Equity Fund Class I (JHEQX). 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
IVVD vs. JHEQX - Dividend Comparison
IVVD has not paid dividends to shareholders, while JHEQX's dividend yield for the trailing twelve months is around 0.73%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVD Invivyd Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.73% | 0.74% | 0.98% | 0.98% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.22% | 1.07% |
Drawdowns
IVVD vs. JHEQX - Drawdown Comparison
The maximum IVVD drawdown since its inception was -99.36%, which is greater than JHEQX's maximum drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for IVVD and JHEQX. For additional features, visit the drawdowns tool.
Volatility
IVVD vs. JHEQX - Volatility Comparison
Invivyd Inc. (IVVD) has a higher volatility of 134.50% compared to JPMorgan Hedged Equity Fund Class I (JHEQX) at 1.86%. This indicates that IVVD's price experiences larger fluctuations and is considered to be riskier than JHEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.