JHQAX vs. OAKMX

In the year-to-date period, JHQAX achieves a -1.79% return, which is significantly lower than OAKMX's 1.05% return. Over the past 10 years, JHQAX has underperformed OAKMX with an annualized return of 7.67%, while OAKMX has yielded a comparatively higher 11.65% annualized return.

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JHQAX has a 0.83% expense ratio, which is lower than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity Fund (JHQAX) and Oakmark Fund Investor Class (OAKMX). 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 0.77, which is comparable to the OAKMX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of JHQAX and OAKMX, 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 0.53%, less than OAKMX's 1.10% yield.

The maximum JHQAX drawdown since its inception was -18.82%, smaller than the maximum OAKMX drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for JHQAX and OAKMX.

The current volatility for JPMorgan Hedged Equity Fund (JHQAX) is 2.62%, while Oakmark Fund Investor Class (OAKMX) has a volatility of 5.30%. This indicates that JHQAX experiences smaller price fluctuations and is considered to be less risky than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.