NOBOX vs. JLGMX
Compare and contrast key facts about Northern Bond Index Fund (NOBOX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
NOBOX is managed by Northern Funds. It was launched on Feb 27, 2007. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOBOX or JLGMX.
Correlation
The correlation between NOBOX and JLGMX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
NOBOX vs. JLGMX - Performance Comparison
Key characteristics
NOBOX:
1.22
JLGMX:
0.14
NOBOX:
1.82
JLGMX:
0.36
NOBOX:
1.21
JLGMX:
1.05
NOBOX:
0.46
JLGMX:
0.15
NOBOX:
3.16
JLGMX:
0.56
NOBOX:
2.11%
JLGMX:
5.78%
NOBOX:
5.45%
JLGMX:
23.72%
NOBOX:
-19.74%
JLGMX:
-39.64%
NOBOX:
-8.49%
JLGMX:
-16.56%
Returns By Period
In the year-to-date period, NOBOX achieves a 2.03% return, which is significantly higher than JLGMX's -12.18% return. Over the past 10 years, NOBOX has underperformed JLGMX with an annualized return of 1.10%, while JLGMX has yielded a comparatively higher 7.38% annualized return.
NOBOX
2.03%
-0.03%
-0.02%
7.03%
-1.17%
1.10%
JLGMX
-12.18%
-6.91%
-9.88%
3.02%
11.80%
7.38%
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NOBOX vs. JLGMX - Expense Ratio Comparison
NOBOX has a 0.07% expense ratio, which is lower than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
NOBOX vs. JLGMX — Risk-Adjusted Performance Rank
NOBOX
JLGMX
NOBOX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Bond Index Fund (NOBOX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
Dividends
NOBOX vs. JLGMX - Dividend Comparison
NOBOX's dividend yield for the trailing twelve months is around 3.79%, more than JLGMX's 0.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOBOX Northern Bond Index Fund | 3.79% | 3.74% | 3.20% | 2.76% | 2.10% | 2.35% | 2.83% | 2.82% | 2.77% | 2.74% | 2.69% | 4.19% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.24% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NOBOX vs. JLGMX - Drawdown Comparison
The maximum NOBOX drawdown since its inception was -19.74%, smaller than the maximum JLGMX drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for NOBOX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
NOBOX vs. JLGMX - Volatility Comparison
The current volatility for Northern Bond Index Fund (NOBOX) is 1.89%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 14.68%. This indicates that NOBOX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.