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HFEAX vs. VEUPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HFEAX vs. VEUPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson European Focus Fund (HFEAX) and Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX). The values are adjusted to include any dividend payments, if applicable.

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HFEAX vs. VEUPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HFEAX
Janus Henderson European Focus Fund
-9.25%39.88%2.11%18.26%-16.11%18.83%26.49%31.42%-27.83%16.11%
VEUPX
Vanguard European Stock Index Fund Institutional Plus Shares
-3.87%35.46%2.04%20.01%-16.03%16.31%6.46%24.25%-14.77%27.12%

Returns By Period

In the year-to-date period, HFEAX achieves a -9.25% return, which is significantly lower than VEUPX's -3.87% return. Over the past 10 years, HFEAX has underperformed VEUPX with an annualized return of 7.64%, while VEUPX has yielded a comparatively higher 8.63% annualized return.


HFEAX

1D
-0.16%
1M
-12.20%
YTD
-9.25%
6M
-4.33%
1Y
14.98%
3Y*
12.04%
5Y*
7.97%
10Y*
7.64%

VEUPX

1D
0.63%
1M
-11.10%
YTD
-3.87%
6M
1.31%
1Y
17.62%
3Y*
13.17%
5Y*
8.38%
10Y*
8.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HFEAX vs. VEUPX - Expense Ratio Comparison

HFEAX has a 1.30% expense ratio, which is higher than VEUPX's 0.07% expense ratio.


Return for Risk

HFEAX vs. VEUPX — Risk / Return Rank

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

HFEAX
HFEAX Risk / Return Rank: 3232
Overall Rank
HFEAX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
HFEAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
HFEAX Omega Ratio Rank: 3030
Omega Ratio Rank
HFEAX Calmar Ratio Rank: 3131
Calmar Ratio Rank
HFEAX Martin Ratio Rank: 3232
Martin Ratio Rank

VEUPX
VEUPX Risk / Return Rank: 5151
Overall Rank
VEUPX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
VEUPX Sortino Ratio Rank: 4848
Sortino Ratio Rank
VEUPX Omega Ratio Rank: 4747
Omega Ratio Rank
VEUPX Calmar Ratio Rank: 5656
Calmar Ratio Rank
VEUPX Martin Ratio Rank: 5252
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.

HFEAX vs. VEUPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson European Focus Fund (HFEAX) and Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX). 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.


HFEAXVEUPXDifference

Sharpe ratio

Return per unit of total volatility

0.80

0.98

-0.18

Sortino ratio

Return per unit of downside risk

1.12

1.38

-0.26

Omega ratio

Gain probability vs. loss probability

1.15

1.20

-0.04

Calmar ratio

Return relative to maximum drawdown

0.87

1.32

-0.45

Martin ratio

Return relative to average drawdown

3.47

5.07

-1.60

HFEAX vs. VEUPX - Sharpe Ratio Comparison

The current HFEAX Sharpe Ratio is 0.80, which is comparable to the VEUPX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of HFEAX and VEUPX, 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


HFEAXVEUPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

0.98

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.49

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.48

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.36

+0.19

Correlation

The correlation between HFEAX and VEUPX is 0.91, 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

HFEAX vs. VEUPX - Dividend Comparison

HFEAX's dividend yield for the trailing twelve months is around 1.24%, less than VEUPX's 3.11% yield.


TTM20252024202320222021202020192018201720162015
HFEAX
Janus Henderson European Focus Fund
1.24%1.12%1.45%2.18%2.40%0.13%0.28%0.98%4.26%1.70%2.59%0.72%
VEUPX
Vanguard European Stock Index Fund Institutional Plus Shares
3.11%2.87%3.61%3.15%3.26%3.05%2.11%3.29%3.96%2.73%3.54%3.29%

Drawdowns

HFEAX vs. VEUPX - Drawdown Comparison

The maximum HFEAX drawdown since its inception was -66.73%, which is greater than VEUPX's maximum drawdown of -36.83%. Use the drawdown chart below to compare losses from any high point for HFEAX and VEUPX.


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Drawdown Indicators


HFEAXVEUPXDifference

Max Drawdown

Largest peak-to-trough decline

-66.73%

-36.83%

-29.90%

Max Drawdown (1Y)

Largest decline over 1 year

-14.43%

-11.96%

-2.47%

Max Drawdown (5Y)

Largest decline over 5 years

-33.16%

-32.69%

-0.47%

Max Drawdown (10Y)

Largest decline over 10 years

-36.73%

-36.83%

+0.10%

Current Drawdown

Current decline from peak

-14.20%

-11.25%

-2.95%

Average Drawdown

Average peak-to-trough decline

-10.92%

-8.44%

-2.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.63%

3.11%

+0.52%

Volatility

HFEAX vs. VEUPX - Volatility Comparison

Janus Henderson European Focus Fund (HFEAX) has a higher volatility of 7.60% compared to Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) at 6.93%. This indicates that HFEAX's price experiences larger fluctuations and is considered to be riskier than VEUPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HFEAXVEUPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.60%

6.93%

+0.67%

Volatility (6M)

Calculated over the trailing 6-month period

11.66%

10.59%

+1.07%

Volatility (1Y)

Calculated over the trailing 1-year period

16.95%

16.72%

+0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.80%

17.15%

+0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.74%

18.13%

+0.61%