WOOPX vs. STRGX
WOOPX (JPMorgan SMID Cap Equity Fund) and STRGX (Sterling Capital Stratton Mid Cap Value Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, WOOPX returned 7.21%/yr vs 10.22%/yr for STRGX. Their correlation of 0.86 means they have usually moved in the same direction. Both charge a 0.84% expense ratio.
Performance
WOOPX vs. STRGX - Performance Comparison
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Returns By Period
In the year-to-date period, WOOPX achieves a 8.82% return, which is significantly lower than STRGX's 18.21% return. Over the past 10 years, WOOPX has underperformed STRGX with an annualized return of 7.21%, while STRGX has yielded a comparatively higher 10.22% annualized return.
WOOPX
- 1D
- 0.55%
- 1M
- -1.83%
- 6M
- 3.93%
- YTD
- 8.82%
- 1Y
- 8.09%
- 3Y*
- 6.35%
- 5Y*
- 2.85%
- 10Y*
- 7.21%
- ALL TIME*
- 9.09%
STRGX
- 1D
- -0.85%
- 1M
- -2.75%
- 6M
- 12.44%
- YTD
- 18.21%
- 1Y
- 20.89%
- 3Y*
- 12.14%
- 5Y*
- 7.83%
- 10Y*
- 10.22%
- ALL TIME*
- 9.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WOOPX vs. STRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 8.82% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% | -11.49% | 16.94% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 18.21% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 21.75% |
Correlation
The correlation between WOOPX and STRGX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 31, 1991 | 0.86 |
The correlation between WOOPX and STRGX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
WOOPX vs. STRGX — Risk / Return Rank
WOOPX
STRGX
WOOPX vs. STRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and Sterling Capital Stratton Mid Cap Value Fund (STRGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WOOPX | STRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.24 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.51 | -1.91 |
| Martin ratioReturn relative to average drawdown | 1.56 | 7.20 | -5.64 |
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Drawdowns
WOOPX vs. STRGX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than STRGX's maximum drawdown of -53.50%. Use the drawdown chart below to compare losses from any high point for WOOPX and STRGX.
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Drawdown Indicators
| WOOPX | STRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -53.50% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -7.79% | -3.58% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -20.88% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -21.22% | -3.72% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -41.35% | +0.05% |
Current DrawdownCurrent decline from peak | -2.82% | -4.57% | +1.75% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -8.01% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 2.71% | +1.68% |
Volatility
WOOPX vs. STRGX - Volatility Comparison
JPMorgan SMID Cap Equity Fund (WOOPX) and Sterling Capital Stratton Mid Cap Value Fund (STRGX) have volatilities of 3.53% and 3.61%, 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.
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Volatility by Period
| WOOPX | STRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.61% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 11.14% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 14.61% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.84% | 17.44% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.14% | 19.05% | +1.09% |
WOOPX vs. STRGX - Expense Ratio Comparison
Both WOOPX and STRGX have an expense ratio of 0.84%.
Dividends
WOOPX vs. STRGX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 6.42%, less than STRGX's 8.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 8.49% | 10.04% | 15.16% | 12.43% | 17.98% | 8.18% | 0.84% | 5.40% | 9.91% | 3.79% | 0.60% | 3.68% |
WOOPX JPMorgan SMID Cap Equity Fund | 6.42% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
Frequently Asked Questions
WOOPX and STRGX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRGX has higher volatility (3.61%) compared to WOOPX (3.53%). In terms of maximum drawdown, WOOPX dropped -58.15% vs STRGX's -53.50%.
STRGX currently has the higher Sharpe Ratio (1.34 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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