JOPPX vs. VMCPX
Compare and contrast key facts about Johnson Opportunity Fund (JOPPX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
JOPPX is managed by Johnson Mutual Funds. It was launched on May 16, 1994. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
JOPPX vs. VMCPX - Performance Comparison
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JOPPX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | -2.62% | 4.13% | 3.97% | 17.12% | -12.39% | 30.51% | 7.85% | 28.63% | -14.16% | 16.95% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -2.79% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 31.06% | -9.23% | 19.28% |
Returns By Period
In the year-to-date period, JOPPX achieves a -2.62% return, which is significantly higher than VMCPX's -2.79% return. Over the past 10 years, JOPPX has underperformed VMCPX with an annualized return of 8.39%, while VMCPX has yielded a comparatively higher 10.44% annualized return.
JOPPX
- 1D
- -0.22%
- 1M
- -8.24%
- YTD
- -2.62%
- 6M
- -1.28%
- 1Y
- 6.39%
- 3Y*
- 6.25%
- 5Y*
- 4.81%
- 10Y*
- 8.39%
VMCPX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.32%
- 3Y*
- 11.80%
- 5Y*
- 6.52%
- 10Y*
- 10.44%
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JOPPX vs. VMCPX - Expense Ratio Comparison
JOPPX has a 1.00% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
JOPPX vs. VMCPX — Risk / Return Rank
JOPPX
VMCPX
JOPPX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Opportunity Fund (JOPPX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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 | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.63 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.67 | 0.99 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.73 | -0.32 |
Martin ratioReturn relative to average drawdown | 1.50 | 3.40 | -1.90 |
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 | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.63 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.37 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.55 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.59 | -0.32 |
Correlation
The correlation between JOPPX and VMCPX is 0.94, 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. VMCPX - Dividend Comparison
JOPPX's dividend yield for the trailing twelve months is around 5.03%, more than VMCPX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | 5.03% | 4.90% | 0.00% | 3.67% | 4.36% | 13.04% | 0.57% | 4.36% | 6.75% | 10.55% | 2.03% | 9.61% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.55% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
JOPPX vs. VMCPX - Drawdown Comparison
The maximum JOPPX drawdown since its inception was -71.27%, which is greater than VMCPX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for JOPPX and VMCPX.
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Drawdown Indicators
| JOPPX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.27% | -39.30% | -31.97% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -12.77% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -27.54% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -39.30% | +1.02% |
Current DrawdownCurrent decline from peak | -11.84% | -8.13% | -3.71% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -5.26% | -9.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.74% | +0.61% |
Volatility
JOPPX vs. VMCPX - Volatility Comparison
Johnson Opportunity Fund (JOPPX) has a higher volatility of 4.52% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.23%. This indicates that JOPPX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JOPPX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.23% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 9.43% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 17.58% | +0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.70% | 17.63% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 18.90% | +0.29% |