TEPIX vs. OLGAX

In the year-to-date period, TEPIX achieves a 4.90% return, which is significantly higher than OLGAX's 3.61% return. Over the past 10 years, TEPIX has outperformed OLGAX with an annualized return of 21.86%, while OLGAX has yielded a comparatively lower 8.26% annualized return.

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TEPIX has a 1.48% expense ratio, which is higher than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProFunds Technology UltraSector Fund (TEPIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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 TEPIX Sharpe Ratio is 0.34, which is lower than the OLGAX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of TEPIX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TEPIX's dividend yield for the trailing twelve months is around 0.28%, while OLGAX has not paid dividends to shareholders.

The maximum TEPIX drawdown since its inception was -90.16%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for TEPIX and OLGAX. For additional features, visit the drawdowns tool.

ProFunds Technology UltraSector Fund (TEPIX) has a higher volatility of 11.23% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.62%. This indicates that TEPIX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.