OGVCX vs. VSBIX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX).
OGVCX is managed by JPMorgan. VSBIX is managed by Vanguard. It was launched on Aug 23, 2010.
Performance
OGVCX vs. VSBIX - Performance Comparison
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OGVCX vs. VSBIX - 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% |
VSBIX Vanguard Short-Term Treasury Index Fund Institutional Shares | 0.24% | 5.11% | 4.37% | 4.28% | -3.87% | -0.67% | 3.11% | 3.53% | 1.52% | 0.40% |
Returns By Period
In the year-to-date period, OGVCX achieves a -0.52% return, which is significantly lower than VSBIX's 0.24% return. Over the past 10 years, OGVCX has underperformed VSBIX with an annualized return of 0.36%, while VSBIX has yielded a comparatively higher 1.76% 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%
VSBIX
- 1D
- 0.20%
- 1M
- -0.48%
- YTD
- 0.24%
- 6M
- 1.33%
- 1Y
- 3.69%
- 3Y*
- 4.11%
- 5Y*
- 1.85%
- 10Y*
- 1.76%
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OGVCX vs. VSBIX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than VSBIX's 0.05% expense ratio.
Return for Risk
OGVCX vs. VSBIX — Risk / Return Rank
OGVCX
VSBIX
OGVCX vs. VSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) and Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX). 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 | VSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 2.66 | -1.94 |
Sortino ratioReturn per unit of downside risk | 1.05 | 4.36 | -3.31 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.58 | -0.45 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 4.86 | -3.53 |
Martin ratioReturn relative to average drawdown | 3.66 | 18.79 | -15.13 |
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 | VSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.66 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.96 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 1.15 | -1.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.09 | -0.53 |
Correlation
The correlation between OGVCX and VSBIX is 0.75, 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. VSBIX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, less than VSBIX's 3.59% 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% |
VSBIX Vanguard Short-Term Treasury Index Fund Institutional Shares | 3.59% | 3.99% | 4.52% | 3.31% | 1.14% | 0.65% | 1.74% | 2.28% | 1.81% | 1.11% | 0.80% | 0.74% |
Drawdowns
OGVCX vs. VSBIX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, which is greater than VSBIX's maximum drawdown of -5.74%. Use the drawdown chart below to compare losses from any high point for OGVCX and VSBIX.
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Drawdown Indicators
| OGVCX | VSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -5.74% | -13.92% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -0.81% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -5.74% | -12.27% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | -5.74% | -13.92% |
Current DrawdownCurrent decline from peak | -7.96% | -0.48% | -7.48% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -0.59% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.21% | +0.79% |
Volatility
OGVCX vs. VSBIX - Volatility Comparison
JPMorgan Government Bond Fund Class C (OGVCX) has a higher volatility of 1.44% compared to Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) at 0.52%. This indicates that OGVCX's price experiences larger fluctuations and is considered to be riskier than VSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGVCX | VSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 0.52% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 0.82% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 1.42% | +2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 1.94% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 1.53% | +3.04% |