VSVNX vs. JUEMX

In the year-to-date period, VSVNX achieves a 1.65% return, which is significantly higher than JUEMX's -4.28% return.

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VSVNX has a 0.08% expense ratio, which is lower than JUEMX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2070 Fund (VSVNX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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 VSVNX Sharpe Ratio is 0.61, which is higher than the JUEMX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of VSVNX and JUEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSVNX's dividend yield for the trailing twelve months is around 1.76%, more than JUEMX's 0.77% yield.

The maximum VSVNX drawdown since its inception was -15.39%, smaller than the maximum JUEMX drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for VSVNX and JUEMX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Target Retirement 2070 Fund (VSVNX) is 4.72%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 6.98%. This indicates that VSVNX experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.