JHQAX vs. IRONX

In the year-to-date period, JHQAX achieves a -4.18% return, which is significantly lower than IRONX's -2.38% return. Over the past 10 years, JHQAX has outperformed IRONX with an annualized return of 7.52%, while IRONX has yielded a comparatively lower 0.75% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity Fund (JHQAX) and Ironclad Managed Risk Fund (IRONX). 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 JHQAX Sharpe Ratio is 0.57, which is comparable to the IRONX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of JHQAX and IRONX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JHQAX's dividend yield for the trailing twelve months is around 0.54%, more than IRONX's 0.19% yield.

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

JPMorgan Hedged Equity Fund (JHQAX) has a higher volatility of 3.92% compared to Ironclad Managed Risk Fund (IRONX) at 2.71%. This indicates that JHQAX's price experiences larger fluctuations and is considered to be riskier than IRONX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.