OGVCX vs. BND

In the year-to-date period, OGVCX achieves a 2.16% return, which is significantly lower than BND's 2.49% return. Over the past 10 years, OGVCX has underperformed BND with an annualized return of 0.28%, while BND has yielded a comparatively higher 1.54% annualized return.

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OGVCX has a 1.39% expense ratio, which is higher than BND's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) and Vanguard Total Bond Market ETF (BND). 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 OGVCX Sharpe Ratio is 0.97, which is comparable to the BND Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of OGVCX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OGVCX's dividend yield for the trailing twelve months is around 2.22%, less than BND's 3.74% yield.

The maximum OGVCX drawdown since its inception was -19.64%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for OGVCX and BND.

JPMorgan Government Bond Fund Class C (OGVCX) and Vanguard Total Bond Market ETF (BND) have volatilities of 1.50% and 1.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.