JTSSX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement 2050 Fund (JTSSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JTSSX is managed by JPMorgan. It was launched on Jul 30, 2007. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JTSSX vs. OLGAX - Performance Comparison
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JTSSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JTSSX JPMorgan SmartRetirement 2050 Fund | -2.05% | 17.88% | 12.31% | 22.36% | -18.58% | 17.53% | 15.33% | 24.81% | -9.87% | 21.92% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 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, JTSSX achieves a -2.05% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JTSSX has underperformed OLGAX with an annualized return of 9.90%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JTSSX
- 1D
- 2.78%
- 1M
- -5.53%
- YTD
- -2.05%
- 6M
- -0.27%
- 1Y
- 15.66%
- 3Y*
- 14.22%
- 5Y*
- 7.27%
- 10Y*
- 9.90%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
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JTSSX vs. OLGAX - Expense Ratio Comparison
JTSSX has a 0.25% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JTSSX vs. OLGAX — Risk / Return Rank
JTSSX
OLGAX
JTSSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2050 Fund (JTSSX) 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.
| JTSSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.61 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.01 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.77 | +0.67 |
Martin ratioReturn relative to average drawdown | 6.51 | 2.34 | +4.17 |
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
| JTSSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.61 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.50 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.82 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.48 | -0.05 |
Correlation
The correlation between JTSSX and OLGAX is 0.88, 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
JTSSX vs. OLGAX - Dividend Comparison
JTSSX's dividend yield for the trailing twelve months is around 5.27%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JTSSX JPMorgan SmartRetirement 2050 Fund | 5.27% | 5.16% | 2.58% | 1.57% | 10.75% | 16.31% | 4.46% | 9.76% | 5.08% | 3.84% | 2.97% | 3.09% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
JTSSX vs. OLGAX - Drawdown Comparison
The maximum JTSSX drawdown since its inception was -50.11%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JTSSX and OLGAX.
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Drawdown Indicators
| JTSSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.11% | -63.25% | +13.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -16.92% | +5.80% |
Max Drawdown (5Y)Largest decline over 5 years | -25.81% | -31.34% | +5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.24% | -31.87% | -1.37% |
Current DrawdownCurrent decline from peak | -6.59% | -14.02% | +7.43% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -18.78% | +11.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 5.58% | -3.11% |
Volatility
JTSSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2050 Fund (JTSSX) is 5.80%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JTSSX 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
| JTSSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 6.48% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 12.54% | -3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 21.14% | -5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 20.26% | -5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 21.55% | -5.88% |