JSDSX vs. OLGAX
Compare and contrast key facts about JPMorgan Short Duration Core Plus Fund (JSDSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JSDSX is managed by JPMorgan. It was launched on Mar 1, 2013. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JSDSX vs. OLGAX - Performance Comparison
Loading graphics...
JSDSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSDSX JPMorgan Short Duration Core Plus Fund | -0.30% | 6.57% | 5.26% | 6.12% | -5.95% | 0.21% | 5.13% | 6.03% | 0.87% | 4.09% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, JSDSX achieves a -0.30% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JSDSX has underperformed OLGAX with an annualized return of 3.59%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JSDSX
- 1D
- 0.21%
- 1M
- -1.37%
- YTD
- -0.30%
- 6M
- 0.99%
- 1Y
- 4.42%
- 3Y*
- 5.18%
- 5Y*
- 2.27%
- 10Y*
- 3.59%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JSDSX vs. OLGAX - Expense Ratio Comparison
JSDSX has a 0.60% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JSDSX vs. OLGAX — Risk / Return Rank
JSDSX
OLGAX
JSDSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus Fund (JSDSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.
| JSDSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.22 | 0.44 | +1.77 |
Sortino ratioReturn per unit of downside risk | 3.38 | 0.78 | +2.60 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.11 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 2.95 | 0.38 | +2.56 |
Martin ratioReturn relative to average drawdown | 14.36 | 1.18 | +13.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JSDSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.22 | 0.44 | +1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.49 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.52 | 0.81 | +0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.22 | 0.47 | +0.75 |
Correlation
The correlation between JSDSX and OLGAX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JSDSX vs. OLGAX - Dividend Comparison
JSDSX's dividend yield for the trailing twelve months is around 3.92%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSDSX JPMorgan Short Duration Core Plus Fund | 3.92% | 3.88% | 3.91% | 3.33% | 2.51% | 1.86% | 2.39% | 2.66% | 2.68% | 3.93% | 4.72% | 4.81% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
JSDSX vs. OLGAX - Drawdown Comparison
The maximum JSDSX drawdown since its inception was -8.93%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JSDSX and OLGAX.
Loading graphics...
Drawdown Indicators
| JSDSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.93% | -63.25% | +54.32% |
Max Drawdown (1Y)Largest decline over 1 year | -1.58% | -16.92% | +15.34% |
Max Drawdown (5Y)Largest decline over 5 years | -8.93% | -31.34% | +22.41% |
Max Drawdown (10Y)Largest decline over 10 years | -8.93% | -31.87% | +22.94% |
Current DrawdownCurrent decline from peak | -1.37% | -16.92% | +15.55% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -18.78% | +17.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 5.51% | -5.19% |
Volatility
JSDSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Short Duration Core Plus Fund (JSDSX) is 0.66%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JSDSX experiences smaller price fluctuations and is considered to be less risky than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JSDSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 5.22% | -4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 1.16% | 12.06% | -10.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.01% | 20.90% | -18.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.61% | 20.21% | -17.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 21.52% | -19.15% |