JOPPX vs. BIGTX
Compare and contrast key facts about Johnson Opportunity Fund (JOPPX) and The Texas Fund (BIGTX).
JOPPX is managed by Johnson Mutual Funds. It was launched on May 16, 1994. BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013.
Performance
JOPPX vs. BIGTX - Performance Comparison
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JOPPX vs. BIGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | -0.45% | 4.13% | 3.97% | 17.12% | -12.39% | 30.51% | 7.85% | 28.63% | -14.16% | 16.95% |
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
Returns By Period
In the year-to-date period, JOPPX achieves a -0.45% return, which is significantly lower than BIGTX's 9.34% return. Over the past 10 years, JOPPX has underperformed BIGTX with an annualized return of 8.63%, while BIGTX has yielded a comparatively higher 9.58% annualized return.
JOPPX
- 1D
- 2.23%
- 1M
- -6.35%
- YTD
- -0.45%
- 6M
- 1.00%
- 1Y
- 8.06%
- 3Y*
- 7.03%
- 5Y*
- 4.99%
- 10Y*
- 8.63%
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
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JOPPX vs. BIGTX - Expense Ratio Comparison
JOPPX has a 1.00% expense ratio, which is lower than BIGTX's 1.67% expense ratio.
Return for Risk
JOPPX vs. BIGTX — Risk / Return Rank
JOPPX
BIGTX
JOPPX vs. BIGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Opportunity Fund (JOPPX) and The Texas Fund (BIGTX). 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.
| JOPPX | BIGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.33 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.91 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.26 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.06 | -1.32 |
Martin ratioReturn relative to average drawdown | 2.66 | 8.80 | -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
| JOPPX | BIGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.33 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.01 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.01 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.01 | +0.26 |
Correlation
The correlation between JOPPX and BIGTX is 0.85, 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
JOPPX vs. BIGTX - Dividend Comparison
JOPPX's dividend yield for the trailing twelve months is around 4.92%, less than BIGTX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | 4.92% | 4.90% | 0.00% | 3.67% | 4.36% | 13.04% | 0.57% | 4.36% | 6.75% | 10.55% | 2.03% | 9.61% |
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
Drawdowns
JOPPX vs. BIGTX - Drawdown Comparison
The maximum JOPPX drawdown since its inception was -71.27%, smaller than the maximum BIGTX drawdown of -97.22%. Use the drawdown chart below to compare losses from any high point for JOPPX and BIGTX.
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Drawdown Indicators
| JOPPX | BIGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.27% | -97.22% | +25.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -11.70% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -97.22% | +71.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -97.22% | +58.94% |
Current DrawdownCurrent decline from peak | -9.87% | -96.18% | +86.31% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -18.89% | +4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.74% | +0.65% |
Volatility
JOPPX vs. BIGTX - Volatility Comparison
Johnson Opportunity Fund (JOPPX) and The Texas Fund (BIGTX) have volatilities of 5.20% and 5.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JOPPX | BIGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 5.26% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.24% | 10.77% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 17.93% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 1,245.70% | -1,227.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.20% | 880.79% | -861.59% |