JPRE vs. MWOFX

In the year-to-date period, JPRE achieves a 1.70% return, which is significantly higher than MWOFX's -2.11% return.

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JPRE has a 0.50% expense ratio, which is lower than MWOFX's 1.22% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and MFS Global Growth Fund (MWOFX). 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 JPRE Sharpe Ratio is 0.82, which is higher than the MWOFX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of JPRE and MWOFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPRE's dividend yield for the trailing twelve months is around 2.28%, less than MWOFX's 5.25% yield.

The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum MWOFX drawdown of -53.92%. Use the drawdown chart below to compare losses from any high point for JPRE and MWOFX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Realty Income ETF (JPRE) is 5.09%, while MFS Global Growth Fund (MWOFX) has a volatility of 5.52%. This indicates that JPRE experiences smaller price fluctuations and is considered to be less risky than MWOFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.