PGSGX vs. VOO

In the year-to-date period, PGSGX achieves a -10.10% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, PGSGX has underperformed VOO with an annualized return of 1.52%, while VOO has yielded a comparatively higher 12.42% annualized return.

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PGSGX has a 1.24% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Growth Fund (PGSGX) and Vanguard S&P 500 ETF (VOO). 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.

The current PGSGX Sharpe Ratio is -0.15, which is lower than the VOO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of PGSGX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGSGX's dividend yield for the trailing twelve months is around 0.65%, less than VOO's 1.34% yield.

The maximum PGSGX drawdown since its inception was -68.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PGSGX and VOO. For additional features, visit the drawdowns tool.