WHOSX vs. OLGAX

In the year-to-date period, WHOSX achieves a -2.33% return, which is significantly lower than OLGAX's 0.09% return. Over the past 10 years, WHOSX has underperformed OLGAX with an annualized return of -3.60%, while OLGAX has yielded a comparatively higher 16.48% annualized return.

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WHOSX has a 0.67% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch-Hoisington U.S. Treasury Fund (WHOSX) 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 WHOSX Sharpe Ratio is -0.17, which is lower than the OLGAX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of WHOSX 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.

WHOSX's dividend yield for the trailing twelve months is around 4.03%, more than OLGAX's 1.03% yield.

The maximum WHOSX drawdown since its inception was -56.82%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for WHOSX and OLGAX.

Wasatch-Hoisington U.S. Treasury Fund (WHOSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX) have volatilities of 4.53% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.