JSOSX vs. OLGAX
Compare and contrast key facts about JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JSOSX vs. OLGAX - Performance Comparison
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JSOSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.41% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
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, JSOSX achieves a 0.41% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JSOSX has underperformed OLGAX with an annualized return of 3.32%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JSOSX
- 1D
- 0.00%
- 1M
- -0.26%
- YTD
- 0.41%
- 6M
- 1.32%
- 1Y
- 3.43%
- 3Y*
- 4.66%
- 5Y*
- 3.10%
- 10Y*
- 3.32%
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%
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JSOSX vs. OLGAX - Expense Ratio Comparison
JSOSX has a 0.77% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JSOSX vs. OLGAX — Risk / Return Rank
JSOSX
OLGAX
JSOSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) 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.
| JSOSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.06 | 0.44 | +4.62 |
Sortino ratioReturn per unit of downside risk | 9.95 | 0.78 | +9.17 |
Omega ratioGain probability vs. loss probability | 3.85 | 1.11 | +2.75 |
Calmar ratioReturn relative to maximum drawdown | 13.42 | 0.38 | +13.03 |
Martin ratioReturn relative to average drawdown | 93.93 | 1.18 | +92.76 |
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
| JSOSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.06 | 0.44 | +4.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 3.99 | 0.49 | +3.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.59 | 0.81 | +1.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.98 | 0.47 | +1.51 |
Correlation
The correlation between JSOSX and OLGAX is 0.19, 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
JSOSX vs. OLGAX - Dividend Comparison
JSOSX's dividend yield for the trailing twelve months is around 3.74%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
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
JSOSX vs. OLGAX - Drawdown Comparison
The maximum JSOSX drawdown since its inception was -6.40%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JSOSX and OLGAX.
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Drawdown Indicators
| JSOSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.40% | -63.25% | +56.85% |
Max Drawdown (1Y)Largest decline over 1 year | -0.26% | -16.92% | +16.66% |
Max Drawdown (5Y)Largest decline over 5 years | -0.98% | -31.34% | +30.36% |
Max Drawdown (10Y)Largest decline over 10 years | -6.19% | -31.87% | +25.68% |
Current DrawdownCurrent decline from peak | -0.26% | -16.92% | +16.66% |
Average DrawdownAverage peak-to-trough decline | -0.47% | -18.78% | +18.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.04% | 5.51% | -5.47% |
Volatility
JSOSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) is 0.34%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JSOSX 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.
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Volatility by Period
| JSOSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.34% | 5.22% | -4.88% |
Volatility (6M)Calculated over the trailing 6-month period | 0.50% | 12.06% | -11.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.68% | 20.90% | -20.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.78% | 20.21% | -19.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.29% | 21.52% | -20.23% |