JBSSX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JBSSX is managed by JPMorgan. It was launched on Jul 1, 2012. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JBSSX vs. OLGAX - Performance Comparison
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JBSSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | -0.52% | 13.25% | 5.46% | 16.55% | -15.45% | 8.82% | 11.06% | 18.45% | -6.00% | 15.29% |
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, JBSSX achieves a -0.52% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JBSSX has underperformed OLGAX with an annualized return of 6.72%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JBSSX
- 1D
- 1.37%
- 1M
- -3.24%
- YTD
- -0.52%
- 6M
- 1.10%
- 1Y
- 11.22%
- 3Y*
- 9.68%
- 5Y*
- 4.43%
- 10Y*
- 6.72%
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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JBSSX vs. OLGAX - Expense Ratio Comparison
JBSSX has a 0.30% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JBSSX vs. OLGAX — Risk / Return Rank
JBSSX
OLGAX
JBSSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) 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.
| JBSSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.61 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.01 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.14 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.77 | +1.14 |
Martin ratioReturn relative to average drawdown | 8.48 | 2.34 | +6.14 |
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
| JBSSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.61 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.50 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.82 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.48 | +0.25 |
Correlation
The correlation between JBSSX and OLGAX is 0.82, 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
JBSSX vs. OLGAX - Dividend Comparison
JBSSX's dividend yield for the trailing twelve months is around 3.55%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | 3.55% | 3.53% | 3.27% | 2.75% | 2.05% | 5.11% | 3.42% | 3.15% | 5.49% | 2.04% | 2.15% | 2.13% |
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
JBSSX vs. OLGAX - Drawdown Comparison
The maximum JBSSX drawdown since its inception was -21.91%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JBSSX and OLGAX.
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Drawdown Indicators
| JBSSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.91% | -63.25% | +41.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -16.92% | +10.86% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -31.34% | +10.63% |
Max Drawdown (10Y)Largest decline over 10 years | -21.91% | -31.87% | +9.96% |
Current DrawdownCurrent decline from peak | -3.76% | -14.02% | +10.26% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -18.78% | +15.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 5.58% | -4.21% |
Volatility
JBSSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) is 3.23%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JBSSX 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
| JBSSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 6.48% | -3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 4.73% | 12.54% | -7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.12% | 21.14% | -13.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.70% | 20.26% | -11.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.20% | 21.55% | -12.35% |