OGVCX vs. FEUGX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and Federated Hermes Adjustable Rate Fund (FEUGX).
OGVCX is managed by JPMorgan. FEUGX is managed by Federated. It was launched on Dec 2, 1985.
Performance
OGVCX vs. FEUGX - Performance Comparison
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OGVCX vs. FEUGX - 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% |
FEUGX Federated Hermes Adjustable Rate Fund | 0.90% | 5.26% | 4.81% | 4.20% | -2.36% | -0.29% | 0.96% | 2.95% | 1.66% | 0.67% |
Returns By Period
In the year-to-date period, OGVCX achieves a -0.52% return, which is significantly lower than FEUGX's 0.90% return. Over the past 10 years, OGVCX has underperformed FEUGX with an annualized return of 0.36%, while FEUGX has yielded a comparatively higher 1.89% 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%
FEUGX
- 1D
- 0.11%
- 1M
- -0.21%
- YTD
- 0.90%
- 6M
- 2.15%
- 1Y
- 4.63%
- 3Y*
- 4.56%
- 5Y*
- 2.50%
- 10Y*
- 1.89%
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OGVCX vs. FEUGX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than FEUGX's 0.55% expense ratio.
Return for Risk
OGVCX vs. FEUGX — Risk / Return Rank
OGVCX
FEUGX
OGVCX vs. FEUGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) and Federated Hermes Adjustable Rate Fund (FEUGX). 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 | FEUGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 3.33 | -2.61 |
Sortino ratioReturn per unit of downside risk | 1.05 | 9.08 | -8.03 |
Omega ratioGain probability vs. loss probability | 1.13 | 3.05 | -1.92 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 9.65 | -8.32 |
Martin ratioReturn relative to average drawdown | 3.66 | 33.30 | -29.64 |
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 | FEUGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 3.33 | -2.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 1.69 | -1.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 1.52 | -1.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.97 | -0.42 |
Correlation
The correlation between OGVCX and FEUGX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OGVCX vs. FEUGX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, less than FEUGX's 4.08% 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% |
FEUGX Federated Hermes Adjustable Rate Fund | 4.08% | 4.57% | 4.36% | 3.88% | 1.11% | 0.12% | 1.06% | 2.70% | 1.75% | 0.98% | 0.67% | 0.50% |
Drawdowns
OGVCX vs. FEUGX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, which is greater than FEUGX's maximum drawdown of -18.32%. Use the drawdown chart below to compare losses from any high point for OGVCX and FEUGX.
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Drawdown Indicators
| OGVCX | FEUGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -18.32% | -1.34% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -0.53% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -3.05% | -14.96% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | -3.17% | -16.49% |
Current DrawdownCurrent decline from peak | -7.96% | -0.21% | -7.75% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -1.15% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.15% | +0.85% |
Volatility
OGVCX vs. FEUGX - Volatility Comparison
JPMorgan Government Bond Fund Class C (OGVCX) has a higher volatility of 1.44% compared to Federated Hermes Adjustable Rate Fund (FEUGX) at 0.21%. This indicates that OGVCX's price experiences larger fluctuations and is considered to be riskier than FEUGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGVCX | FEUGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 0.21% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 0.95% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 1.56% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 1.48% | +4.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 1.25% | +3.32% |