UJPIX vs. OLGAX

In the year-to-date period, UJPIX achieves a -9.78% return, which is significantly lower than OLGAX's 0.09% return. Over the past 10 years, UJPIX has underperformed OLGAX with an annualized return of 9.30%, while OLGAX has yielded a comparatively higher 16.48% annualized return.

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UJPIX has a 1.78% expense ratio, which is higher than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraJapan Fund (UJPIX) 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 UJPIX Sharpe Ratio is -0.13, which is lower than the OLGAX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of UJPIX 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.

UJPIX's dividend yield for the trailing twelve months is around 7.99%, more than OLGAX's 1.03% yield.

The maximum UJPIX drawdown since its inception was -89.83%, which is greater than OLGAX's maximum drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for UJPIX and OLGAX.

ProFunds UltraJapan Fund (UJPIX) has a higher volatility of 13.68% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.76%. This indicates that UJPIX'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.