JACSX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2060 Fund (JACSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JACSX is managed by JPMorgan. It was launched on Aug 30, 2016. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JACSX vs. OLGAX - Performance Comparison
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JACSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | -3.95% | 20.13% | 12.10% | 21.87% | -17.61% | 17.49% | 12.82% | 24.42% | -8.17% | 19.43% |
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% | 36.63% |
Returns By Period
In the year-to-date period, JACSX achieves a -3.95% return, which is significantly higher than OLGAX's -8.59% return.
JACSX
- 1D
- -0.24%
- 1M
- -8.42%
- YTD
- -3.95%
- 6M
- -1.03%
- 1Y
- 16.06%
- 3Y*
- 13.99%
- 5Y*
- 7.70%
- 10Y*
- —
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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JACSX vs. OLGAX - Expense Ratio Comparison
JACSX has a 0.33% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JACSX vs. OLGAX — Risk / Return Rank
JACSX
OLGAX
JACSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2060 Fund (JACSX) 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.
| JACSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.61 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.01 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.77 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.05 | 2.34 | +3.72 |
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
| JACSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.61 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.48 | +0.14 |
Correlation
The correlation between JACSX and OLGAX is 0.84, 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
JACSX vs. OLGAX - Dividend Comparison
JACSX's dividend yield for the trailing twelve months is around 2.32%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | 2.32% | 2.23% | 2.00% | 1.72% | 1.73% | 4.37% | 1.21% | 2.03% | 3.16% | 2.05% | 0.00% | 0.00% |
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
JACSX vs. OLGAX - Drawdown Comparison
The maximum JACSX drawdown since its inception was -32.59%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JACSX and OLGAX.
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Drawdown Indicators
| JACSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.59% | -63.25% | +30.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -16.92% | +5.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.29% | -31.34% | +6.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.87% | — |
Current DrawdownCurrent decline from peak | -9.03% | -14.02% | +4.99% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -18.78% | +13.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 5.58% | -3.20% |
Volatility
JACSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2060 Fund (JACSX) is 4.92%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JACSX 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
| JACSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 6.48% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 12.54% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 21.14% | -5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.67% | 20.26% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 21.55% | -5.76% |