OGVCX vs. LTUSX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and Thornburg Limited Term U.S. Government Fund (LTUSX).
OGVCX is managed by JPMorgan. LTUSX is managed by Thornburg. It was launched on Nov 15, 1987.
Performance
OGVCX vs. LTUSX - Performance Comparison
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OGVCX vs. LTUSX - 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% |
LTUSX Thornburg Limited Term U.S. Government Fund | 0.37% | 6.40% | 2.40% | 3.40% | -8.06% | -1.82% | 3.77% | 3.61% | 0.98% | 0.60% |
Returns By Period
In the year-to-date period, OGVCX achieves a -0.52% return, which is significantly lower than LTUSX's 0.37% return. Over the past 10 years, OGVCX has underperformed LTUSX with an annualized return of 0.36%, while LTUSX has yielded a comparatively higher 1.03% 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%
LTUSX
- 1D
- 0.33%
- 1M
- -1.60%
- YTD
- 0.37%
- 6M
- 1.36%
- 1Y
- 4.15%
- 3Y*
- 3.46%
- 5Y*
- 0.75%
- 10Y*
- 1.03%
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OGVCX vs. LTUSX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than LTUSX's 0.92% expense ratio.
Return for Risk
OGVCX vs. LTUSX — Risk / Return Rank
OGVCX
LTUSX
OGVCX vs. LTUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) and Thornburg Limited Term U.S. Government Fund (LTUSX). 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 | LTUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.38 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.00 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.47 | -1.14 |
Martin ratioReturn relative to average drawdown | 3.66 | 7.64 | -3.98 |
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 | LTUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.38 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.19 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.34 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.15 | -0.60 |
Correlation
The correlation between OGVCX and LTUSX is 0.85, 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. LTUSX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, which matches LTUSX's 2.32% 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% |
LTUSX Thornburg Limited Term U.S. Government Fund | 2.32% | 2.69% | 2.62% | 1.89% | 1.63% | 1.21% | 1.35% | 1.77% | 1.90% | 1.45% | 2.52% | 1.50% |
Drawdowns
OGVCX vs. LTUSX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, which is greater than LTUSX's maximum drawdown of -12.34%. Use the drawdown chart below to compare losses from any high point for OGVCX and LTUSX.
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Drawdown Indicators
| OGVCX | LTUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -12.34% | -7.32% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -2.00% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -11.69% | -6.32% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | -12.34% | -7.32% |
Current DrawdownCurrent decline from peak | -7.96% | -1.60% | -6.36% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -1.40% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.65% | +0.35% |
Volatility
OGVCX vs. LTUSX - Volatility Comparison
JPMorgan Government Bond Fund Class C (OGVCX) has a higher volatility of 1.44% compared to Thornburg Limited Term U.S. Government Fund (LTUSX) at 1.24%. This indicates that OGVCX's price experiences larger fluctuations and is considered to be riskier than LTUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGVCX | LTUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 1.24% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 1.99% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 3.29% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 3.99% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 3.06% | +1.51% |