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HFAAX vs. FBIIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HFAAX vs. FBIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Developed World Bond Fund (HFAAX) and Fidelity International Bond Index Fund (FBIIX). The values are adjusted to include any dividend payments, if applicable.

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HFAAX vs. FBIIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HFAAX
Janus Henderson Developed World Bond Fund
-1.42%5.75%1.52%6.35%-16.76%-0.78%9.16%-0.66%
FBIIX
Fidelity International Bond Index Fund
-0.55%2.66%4.64%7.48%-10.84%-1.84%4.43%-1.13%

Returns By Period

In the year-to-date period, HFAAX achieves a -1.42% return, which is significantly lower than FBIIX's -0.55% return.


HFAAX

1D
0.13%
1M
-1.90%
YTD
-1.42%
6M
-0.45%
1Y
4.07%
3Y*
2.56%
5Y*
-0.94%
10Y*
2.10%

FBIIX

1D
0.33%
1M
-2.46%
YTD
-0.55%
6M
-0.09%
1Y
2.32%
3Y*
3.82%
5Y*
0.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HFAAX vs. FBIIX - Expense Ratio Comparison

HFAAX has a 0.83% expense ratio, which is higher than FBIIX's 0.06% expense ratio.


Return for Risk

HFAAX vs. FBIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HFAAX
HFAAX Risk / Return Rank: 8686
Overall Rank
HFAAX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
HFAAX Sortino Ratio Rank: 8686
Sortino Ratio Rank
HFAAX Omega Ratio Rank: 8787
Omega Ratio Rank
HFAAX Calmar Ratio Rank: 8686
Calmar Ratio Rank
HFAAX Martin Ratio Rank: 8686
Martin Ratio Rank

FBIIX
FBIIX Risk / Return Rank: 4040
Overall Rank
FBIIX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FBIIX Sortino Ratio Rank: 4242
Sortino Ratio Rank
FBIIX Omega Ratio Rank: 3737
Omega Ratio Rank
FBIIX Calmar Ratio Rank: 3636
Calmar Ratio Rank
FBIIX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HFAAX vs. FBIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Developed World Bond Fund (HFAAX) and Fidelity International Bond Index Fund (FBIIX). 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.


HFAAXFBIIXDifference

Sharpe ratio

Return per unit of total volatility

1.66

0.91

+0.75

Sortino ratio

Return per unit of downside risk

2.32

1.25

+1.07

Omega ratio

Gain probability vs. loss probability

1.37

1.17

+0.20

Calmar ratio

Return relative to maximum drawdown

2.20

0.95

+1.25

Martin ratio

Return relative to average drawdown

9.00

4.14

+4.86

HFAAX vs. FBIIX - Sharpe Ratio Comparison

The current HFAAX Sharpe Ratio is 1.66, which is higher than the FBIIX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of HFAAX and FBIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HFAAXFBIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

0.91

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

0.14

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.17

+0.49

Correlation

The correlation between HFAAX and FBIIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

HFAAX vs. FBIIX - Dividend Comparison

HFAAX's dividend yield for the trailing twelve months is around 3.39%, less than FBIIX's 4.11% yield.


TTM20252024202320222021202020192018201720162015
HFAAX
Janus Henderson Developed World Bond Fund
3.39%3.51%2.90%2.32%8.76%1.33%4.31%3.44%4.86%2.69%2.44%3.34%
FBIIX
Fidelity International Bond Index Fund
4.11%4.09%3.44%2.85%1.02%0.62%0.74%0.17%0.00%0.00%0.00%0.00%

Drawdowns

HFAAX vs. FBIIX - Drawdown Comparison

The maximum HFAAX drawdown since its inception was -44.89%, which is greater than FBIIX's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for HFAAX and FBIIX.


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Drawdown Indicators


HFAAXFBIIXDifference

Max Drawdown

Largest peak-to-trough decline

-44.89%

-13.79%

-31.10%

Max Drawdown (1Y)

Largest decline over 1 year

-2.11%

-2.78%

+0.67%

Max Drawdown (5Y)

Largest decline over 5 years

-21.62%

-13.74%

-7.88%

Max Drawdown (10Y)

Largest decline over 10 years

-21.62%

Current Drawdown

Current decline from peak

-7.85%

-2.46%

-5.39%

Average Drawdown

Average peak-to-trough decline

-5.15%

-4.18%

-0.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.52%

0.64%

-0.12%

Volatility

HFAAX vs. FBIIX - Volatility Comparison

The current volatility for Janus Henderson Developed World Bond Fund (HFAAX) is 1.10%, while Fidelity International Bond Index Fund (FBIIX) has a volatility of 1.41%. This indicates that HFAAX experiences smaller price fluctuations and is considered to be less risky than FBIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HFAAXFBIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.10%

1.41%

-0.31%

Volatility (6M)

Calculated over the trailing 6-month period

1.44%

2.06%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

2.57%

2.69%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.86%

3.50%

+2.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.73%

3.39%

+1.34%