OGVCX vs. VSBSX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX).
OGVCX is managed by JPMorgan. VSBSX is managed by Vanguard. It was launched on Dec 28, 2009.
Performance
OGVCX vs. VSBSX - Performance Comparison
Loading graphics...
OGVCX vs. VSBSX - 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% |
VSBSX Vanguard Short-Term Treasury Index Fund Admiral Shares | 0.19% | 5.08% | 4.39% | 4.23% | -3.87% | -0.69% | 3.09% | 3.51% | 1.52% | 0.35% |
Returns By Period
In the year-to-date period, OGVCX achieves a -0.52% return, which is significantly lower than VSBSX's 0.19% return. Over the past 10 years, OGVCX has underperformed VSBSX with an annualized return of 0.36%, while VSBSX has yielded a comparatively higher 1.73% 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%
VSBSX
- 1D
- 0.15%
- 1M
- -0.53%
- YTD
- 0.19%
- 6M
- 1.30%
- 1Y
- 3.63%
- 3Y*
- 4.08%
- 5Y*
- 1.81%
- 10Y*
- 1.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OGVCX vs. VSBSX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than VSBSX's 0.07% expense ratio.
Return for Risk
OGVCX vs. VSBSX — Risk / Return Rank
OGVCX
VSBSX
OGVCX vs. VSBSX - 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 Admiral Shares (VSBSX). 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 | VSBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 2.56 | -1.84 |
Sortino ratioReturn per unit of downside risk | 1.05 | 4.06 | -3.00 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.55 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 4.65 | -3.31 |
Martin ratioReturn relative to average drawdown | 3.66 | 18.04 | -14.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OGVCX | VSBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.56 | -1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.94 | -1.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 1.13 | -1.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.07 | -0.52 |
Correlation
The correlation between OGVCX and VSBSX is 0.74, 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. VSBSX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, less than VSBSX's 3.57% 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% |
VSBSX Vanguard Short-Term Treasury Index Fund Admiral Shares | 3.57% | 3.98% | 4.50% | 3.29% | 1.12% | 0.63% | 1.72% | 2.26% | 1.80% | 1.10% | 0.76% | 0.71% |
Drawdowns
OGVCX vs. VSBSX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, which is greater than VSBSX's maximum drawdown of -5.77%. Use the drawdown chart below to compare losses from any high point for OGVCX and VSBSX.
Loading graphics...
Drawdown Indicators
| OGVCX | VSBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -5.77% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -0.84% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -5.77% | -12.24% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | -5.77% | -13.89% |
Current DrawdownCurrent decline from peak | -7.96% | -0.53% | -7.43% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -0.59% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.22% | +0.78% |
Volatility
OGVCX vs. VSBSX - Volatility Comparison
JPMorgan Government Bond Fund Class C (OGVCX) has a higher volatility of 1.44% compared to Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) at 0.53%. This indicates that OGVCX's price experiences larger fluctuations and is considered to be riskier than VSBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OGVCX | VSBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 0.53% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 0.84% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 1.44% | +2.73% |
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% |