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JIGAX vs. ONERX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

JIGAX vs. ONERX

Last updated Jun 27, 2026

JIGAX (JPMorgan U.S. GARP Equity Fund Class A) and ONERX (One Rock Fund) are both Large Cap Growth Equities funds. Over the past 5 years, JIGAX returned 14.76%/yr vs 31.93%/yr for ONERX. Their correlation of 0.83 suggests significant overlap in exposure. JIGAX charges 0.84%/yr vs 1.75%/yr for ONERX.

Performance

JIGAX vs. ONERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan U.S. GARP Equity Fund Class A (JIGAX) and One Rock Fund (ONERX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JIGAX achieves a 1.89% return, which is significantly lower than ONERX's 61.33% return.

JIGAX

1D
-1.11%
1M
-5.35%
YTD
1.89%
6M
0.44%
1Y
16.84%
3Y*
25.01%
5Y*
14.76%
10Y*
18.14%

ONERX

1D
2.40%
1M
4.31%
YTD
61.33%
6M
56.95%
1Y
103.13%
3Y*
54.03%
5Y*
31.93%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

JIGAX vs. ONERX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
JIGAX
JPMorgan U.S. GARP Equity Fund Class A		1.89%20.26%39.76%41.67%-27.75%30.37%59.03%
ONERX
One Rock Fund		61.33%49.37%21.76%72.41%-42.06%45.70%104.46%

Correlation

The correlation between JIGAX and ONERX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Mar 13, 2020

0.83

The correlation between JIGAX and ONERX has been stable across timeframes, ranging from 0.74 to 0.84 - a consistent structural relationship.

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JPMorgan U.S. GARP Equity Fund Class A

One Rock Fund

Often compared with JIGAX:
JIGAX vs. JEPQJIGAX vs. ACIHXJIGAX vs. MEIFXJIGAX vs. FCGSXJIGAX vs. AQEIXJIGAX vs. GQEPXJIGAX vs. CHASX
Often compared with ONERX:
ONERX vs. BISAXONERX vs. FSMDXONERX vs. KMKAXONERX vs. FCNTXONERX vs. VOOONERX vs. ANFFXONERX vs. FSPGX

Return for Risk

JIGAX vs. ONERX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JIGAX
JIGAX Risk / Return Rank: 2020
Overall Rank
JIGAX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
JIGAX Sortino Ratio Rank: 2020
Sortino Ratio Rank
JIGAX Omega Ratio Rank: 2020
Omega Ratio Rank
JIGAX Calmar Ratio Rank: 1717
Calmar Ratio Rank
JIGAX Martin Ratio Rank: 2020
Martin Ratio Rank
ONERX
ONERX Risk / Return Rank: 8686
Overall Rank
ONERX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ONERX Sortino Ratio Rank: 7272
Sortino Ratio Rank
ONERX Omega Ratio Rank: 7575
Omega Ratio Rank
ONERX Calmar Ratio Rank: 9797
Calmar Ratio Rank
ONERX Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JIGAX vs. ONERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund Class A (JIGAX) and One Rock Fund (ONERX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

JIGAXONERXDifference
Sharpe ratioReturn per unit of total volatility
1.12
2.66

-1.54

Sortino ratioReturn per unit of downside risk
1.59
2.85

-1.27

Omega ratioGain probability vs. loss probability

1.20

1.40

-0.19

Calmar ratioReturn relative to maximum drawdown

1.23

6.11

-4.89

Martin ratioReturn relative to average drawdown

4.20

20.54

-16.34

JIGAX vs. ONERX - Sharpe Ratio Comparison

The current JIGAX Sharpe Ratio is 1.12, which is lower than the ONERX Sharpe Ratio of 2.66. The chart below compares the historical Sharpe Ratios of JIGAX and ONERX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

JIGAX vs. ONERX - Drawdown Comparison

The maximum JIGAX drawdown since its inception was -52.99%, which is greater than ONERX's maximum drawdown of -47.44%. Use the drawdown chart below to compare losses from any high point for JIGAX and ONERX.

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Drawdown Indicators

JIGAXONERXDifference

Max Drawdown

Largest peak-to-trough decline

-52.99%

-47.44%

-5.55%

Max Drawdown (1Y)

Largest decline over 1 year

-14.66%

-17.63%

+2.97%

Max Drawdown (3Y)

Largest decline over 3 years

-23.10%

-47.44%

+24.34%

Max Drawdown (5Y)

Largest decline over 5 years

-31.33%

-47.44%

+16.11%

Max Drawdown (10Y)

Largest decline over 10 years

-31.36%

—

—

Current Drawdown

Current decline from peak

-7.20%

-4.79%

-2.41%

Average Drawdown

Average peak-to-trough decline

-7.78%

-13.70%

+5.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.27%

5.24%

-0.97%

Volatility

JIGAX vs. ONERX - Volatility Comparison

The current volatility for JPMorgan U.S. GARP Equity Fund Class A (JIGAX) is 6.03%, while One Rock Fund (ONERX) has a volatility of 16.47%. This indicates that JIGAX experiences smaller price fluctuations and is considered to be less risky than ONERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

JIGAXONERXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

16.47%

-10.44%

Volatility (6M)

Calculated over the trailing 6-month period

12.46%

32.34%

-19.88%

Volatility (1Y)

Calculated over the trailing 1-year period

16.04%

40.54%

-24.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.00%

39.71%

-18.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.69%

38.50%

-17.81%

JIGAX vs. ONERX - Expense Ratio Comparison

JIGAX has a 0.84% expense ratio, which is lower than ONERX's 1.75% expense ratio.

Dividends

JIGAX vs. ONERX - Dividend Comparison

JIGAX's dividend yield for the trailing twelve months is around 7.46%, less than ONERX's 14.95% yield.

PositionTTM20252024202320222021202020192018201720162015
JIGAX
JPMorgan U.S. GARP Equity Fund Class A		7.46%7.60%11.35%0.73%4.16%21.76%9.65%12.81%12.35%0.45%0.62%0.64%
ONERX
One Rock Fund		14.95%24.12%0.00%0.00%10.57%28.88%18.66%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

JIGAX and ONERX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ONERX has higher volatility (16.47%) compared to JIGAX (6.03%). In terms of maximum drawdown, JIGAX dropped -52.99% vs ONERX's -47.44%.

ONERX currently has the higher Sharpe Ratio (2.66 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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