NOBOX vs. JLGMX

In the year-to-date period, NOBOX achieves a 1.35% return, which is significantly higher than JLGMX's -1.71% return. Over the past 10 years, NOBOX has underperformed JLGMX with an annualized return of 1.32%, while JLGMX has yielded a comparatively higher 8.34% annualized return.

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NOBOX has a 0.07% expense ratio, which is lower than JLGMX's 0.44% expense ratio.

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.

The current NOBOX Sharpe Ratio is 0.87, which is higher than the JLGMX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of NOBOX and JLGMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NOBOX's dividend yield for the trailing twelve months is around 3.86%, more than JLGMX's 0.21% yield.

The maximum NOBOX drawdown since its inception was -18.64%, 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.

The current volatility for Northern Bond Index Fund (NOBOX) is 1.50%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.23%. 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.