AMFIX vs. JAFLX
AMFIX (AAMA Income Fund) and JAFLX (Janus Henderson VIT Flexible Bond Portfolio) are both Intermediate Core-Plus Bond funds. Over the past 5 years, AMFIX returned 0.74%/yr vs -0.32%/yr for JAFLX. Their correlation of 0.82 means they have usually moved in the same direction. AMFIX charges 0.92%/yr vs 0.57%/yr for JAFLX.
Performance
AMFIX vs. JAFLX - Performance Comparison
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Returns By Period
In the year-to-date period, AMFIX achieves a 0.42% return, which is significantly higher than JAFLX's -0.58% return.
AMFIX
- 1D
- -0.04%
- 1M
- -0.05%
- 6M
- 0.33%
- YTD
- 0.42%
- 1Y
- 1.86%
- 3Y*
- 3.40%
- 5Y*
- 0.74%
- 10Y*
- —
- ALL TIME*
- 0.96%
JAFLX
- 1D
- -0.31%
- 1M
- -1.03%
- 6M
- -0.78%
- YTD
- -0.58%
- 1Y
- 2.09%
- 3Y*
- 4.34%
- 5Y*
- -0.32%
- 10Y*
- 1.78%
- ALL TIME*
- 4.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AMFIX AAMA Income Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
AMFIX vs. JAFLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMFIX AAMA Income Fund | 0.42% | 3.74% | 3.48% | 3.84% | -6.26% | -1.37% | 2.24% | 2.47% | 0.89% | -0.44% |
JAFLX Janus Henderson VIT Flexible Bond Portfolio | -0.58% | 7.41% | 1.96% | 5.52% | -13.64% | -0.89% | 10.48% | 9.57% | -1.00% | -0.09% |
Correlation
The correlation between AMFIX and JAFLX is 0.85, 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. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2017 | 0.82 |
The correlation between AMFIX and JAFLX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
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Return for Risk
AMFIX vs. JAFLX — Risk / Return Rank
AMFIX
JAFLX
AMFIX vs. JAFLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAMA Income Fund (AMFIX) and Janus Henderson VIT Flexible Bond Portfolio (JAFLX). 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.
| AMFIX | JAFLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.10 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.14 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 1.02 | +1.97 |
| Martin ratioReturn relative to average drawdown | 8.46 | 2.59 | +5.87 |
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Drawdowns
AMFIX vs. JAFLX - Drawdown Comparison
The maximum AMFIX drawdown since its inception was -9.35%, smaller than the maximum JAFLX drawdown of -18.06%. Use the drawdown chart below to compare losses from any high point for AMFIX and JAFLX.
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Drawdown Indicators
| AMFIX | JAFLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.35% | -18.06% | +8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -0.74% | -2.87% | +2.13% |
Max Drawdown (3Y)Largest decline over 3 years | -0.75% | -5.47% | +4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -8.84% | -18.06% | +9.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.06% | — |
Current DrawdownCurrent decline from peak | -0.28% | -2.35% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -1.99% | -2.12% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 1.13% | -0.87% |
Volatility
AMFIX vs. JAFLX - Volatility Comparison
The current volatility for AAMA Income Fund (AMFIX) is 0.37%, while Janus Henderson VIT Flexible Bond Portfolio (JAFLX) has a volatility of 0.91%. This indicates that AMFIX experiences smaller price fluctuations and is considered to be less risky than JAFLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMFIX | JAFLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 0.91% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 0.99% | 2.93% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.17% | 3.66% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.18% | 6.08% | -3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.74% | 4.95% | -3.21% |
AMFIX vs. JAFLX - Expense Ratio Comparison
AMFIX has a 0.92% expense ratio, which is higher than JAFLX's 0.57% expense ratio.
Dividends
AMFIX vs. JAFLX - Dividend Comparison
AMFIX's dividend yield for the trailing twelve months is around 2.23%, less than JAFLX's 5.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFIX AAMA Income Fund | 2.23% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% | 0.00% |
JAFLX Janus Henderson VIT Flexible Bond Portfolio | 5.52% | 5.34% | 5.09% | 4.27% | 4.75% | 4.84% | 2.87% | 3.31% | 3.21% | 2.98% | 2.92% | 2.90% |
Frequently Asked Questions
AMFIX and JAFLX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JAFLX has higher volatility (0.91%) compared to AMFIX (0.37%). In terms of maximum drawdown, AMFIX dropped -9.35% vs JAFLX's -18.06%.
AMFIX currently has the higher Sharpe Ratio (1.90 vs 0.80), 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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