OGVCX vs. FBLTX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX).
OGVCX is managed by JPMorgan. FBLTX is managed by Fidelity. It was launched on Oct 8, 2015.
Performance
OGVCX vs. FBLTX - Performance Comparison
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OGVCX vs. FBLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGVCX JPMorgan Government Bond Fund Class C | -0.52% | 5.99% | 0.61% | 3.50% | -12.55% | -3.00% | 5.95% | 5.76% | -0.05% | 1.45% |
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | -0.10% | 4.39% | -8.05% | 2.71% | -31.84% | -4.89% | 18.27% | 14.36% | -1.24% | 9.06% |
Returns By Period
In the year-to-date period, OGVCX achieves a -0.52% return, which is significantly lower than FBLTX's -0.10% return. Over the past 10 years, OGVCX has outperformed FBLTX with an annualized return of 0.36%, while FBLTX has yielded a comparatively lower -1.45% annualized return.
OGVCX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.52%
- 6M
- 0.35%
- 1Y
- 2.79%
- 3Y*
- 2.27%
- 5Y*
- -0.75%
- 10Y*
- 0.36%
FBLTX
- 1D
- 1.37%
- 1M
- -4.30%
- YTD
- -0.10%
- 6M
- -1.00%
- 1Y
- -0.57%
- 3Y*
- -2.77%
- 5Y*
- -5.77%
- 10Y*
- -1.45%
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OGVCX vs. FBLTX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than FBLTX's 0.03% expense ratio.
Return for Risk
OGVCX vs. FBLTX — Risk / Return Rank
OGVCX
FBLTX
OGVCX vs. FBLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX). 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.
| OGVCX | FBLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.07 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.17 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.02 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.19 | +1.14 |
Martin ratioReturn relative to average drawdown | 3.66 | 0.41 | +3.26 |
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
| OGVCX | FBLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.07 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | -0.37 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | -0.10 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | -0.05 | +0.61 |
Correlation
The correlation between OGVCX and FBLTX is 0.90, 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
OGVCX vs. FBLTX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, less than FBLTX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGVCX JPMorgan Government Bond Fund Class C | 2.34% | 2.24% | 2.10% | 1.82% | 1.21% | 0.58% | 0.95% | 1.49% | 1.57% | 1.54% | 1.76% | 2.90% |
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.74% | 4.04% | 3.60% | 3.29% | 2.25% | 1.81% | 6.73% | 2.39% | 2.87% | 2.68% | 3.70% | 0.39% |
Drawdowns
OGVCX vs. FBLTX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, smaller than the maximum FBLTX drawdown of -49.06%. Use the drawdown chart below to compare losses from any high point for OGVCX and FBLTX.
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Drawdown Indicators
| OGVCX | FBLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -49.06% | +29.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -9.51% | +6.77% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -44.19% | +26.18% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | -49.06% | +29.40% |
Current DrawdownCurrent decline from peak | -7.96% | -41.02% | +33.06% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -20.65% | +17.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 4.47% | -3.47% |
Volatility
OGVCX vs. FBLTX - Volatility Comparison
The current volatility for JPMorgan Government Bond Fund Class C (OGVCX) is 1.44%, while Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) has a volatility of 3.80%. This indicates that OGVCX experiences smaller price fluctuations and is considered to be less risky than FBLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGVCX | FBLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 3.80% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 6.63% | -4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 11.51% | -7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 15.72% | -10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 14.62% | -10.05% |