JOPPX vs. WHGMX
JOPPX (Johnson Opportunity Fund) and WHGMX (Westwood Quality SMidCap Fund) are both mutual funds - JOPPX is a Mid Cap Blend Equities fund managed by Johnson Mutual Funds, while WHGMX is a Quality Factor fund managed by Westwood. Over the past 10 years, JOPPX returned 9.63%/yr vs 9.74%/yr for WHGMX. Their correlation of 0.93 means they have usually moved in the same direction. JOPPX charges 1.00%/yr vs 0.88%/yr for WHGMX.
Performance
JOPPX vs. WHGMX - Performance Comparison
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Returns By Period
In the year-to-date period, JOPPX achieves a 12.69% return, which is significantly lower than WHGMX's 14.93% return. Both investments have delivered pretty close results over the past 10 years, with JOPPX having a 9.63% annualized return and WHGMX not far ahead at 9.74%.
JOPPX
- 1D
- -0.12%
- 1M
- 1.31%
- 6M
- 7.42%
- YTD
- 12.69%
- 1Y
- 17.01%
- 3Y*
- 9.07%
- 5Y*
- 6.17%
- 10Y*
- 9.63%
- ALL TIME*
- 6.16%
WHGMX
- 1D
- 0.97%
- 1M
- -1.68%
- 6M
- 7.38%
- YTD
- 14.93%
- 1Y
- 21.36%
- 3Y*
- 13.32%
- 5Y*
- 8.88%
- 10Y*
- 9.74%
- ALL TIME*
- 9.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JOPPX vs. WHGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | 12.69% | 4.13% | 3.97% | 17.12% | -12.39% | 30.51% | 7.85% | 28.63% | -14.16% | 16.95% |
WHGMX Westwood Quality SMidCap Fund | 14.93% | 8.40% | 10.41% | 17.78% | -10.35% | 21.39% | 5.41% | 29.42% | -11.70% | 10.39% |
Correlation
The correlation between JOPPX and WHGMX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2005 | 0.93 |
The correlation between JOPPX and WHGMX has been stable across timeframes, ranging from 0.87 to 0.94 - a consistent structural relationship.
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Return for Risk
JOPPX vs. WHGMX — Risk / Return Rank
JOPPX
WHGMX
JOPPX vs. WHGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Opportunity Fund (JOPPX) and Westwood Quality SMidCap Fund (WHGMX). 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.
| JOPPX | WHGMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.95 | -0.37 |
| Martin ratioReturn relative to average drawdown | 5.05 | 6.43 | -1.38 |
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Drawdowns
JOPPX vs. WHGMX - Drawdown Comparison
The maximum JOPPX drawdown since its inception was -71.27%, which is greater than WHGMX's maximum drawdown of -47.99%. Use the drawdown chart below to compare losses from any high point for JOPPX and WHGMX.
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Drawdown Indicators
| JOPPX | WHGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.27% | -47.99% | -23.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | -9.68% | -0.14% |
Max Drawdown (3Y)Largest decline over 3 years | -25.88% | -23.78% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -23.78% | -2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -42.26% | +3.98% |
Current DrawdownCurrent decline from peak | -1.17% | -2.59% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -14.41% | -7.15% | -7.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.93% | +0.14% |
Volatility
JOPPX vs. WHGMX - Volatility Comparison
Johnson Opportunity Fund (JOPPX) has a higher volatility of 4.28% compared to Westwood Quality SMidCap Fund (WHGMX) at 3.78%. This indicates that JOPPX's price experiences larger fluctuations and is considered to be riskier than WHGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JOPPX | WHGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 3.78% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 11.85% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 15.88% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.74% | 18.74% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 20.26% | -1.10% |
JOPPX vs. WHGMX - Expense Ratio Comparison
JOPPX has a 1.00% expense ratio, which is higher than WHGMX's 0.88% expense ratio.
Dividends
JOPPX vs. WHGMX - Dividend Comparison
JOPPX's dividend yield for the trailing twelve months is around 4.35%, less than WHGMX's 4.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | 4.35% | 4.90% | 0.00% | 3.67% | 4.36% | 13.04% | 0.57% | 4.36% | 6.75% | 10.55% | 2.03% | 9.61% |
WHGMX Westwood Quality SMidCap Fund | 4.52% | 5.19% | 1.21% | 2.92% | 1.52% | 16.39% | 2.83% | 11.93% | 19.09% | 12.12% | 1.40% | 7.40% |
Frequently Asked Questions
JOPPX and WHGMX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JOPPX has higher volatility (4.28%) compared to WHGMX (3.78%). In terms of maximum drawdown, JOPPX dropped -71.27% vs WHGMX's -47.99%.
WHGMX currently has the higher Sharpe Ratio (1.19 vs 1.09), 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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