JAAGX vs. VIIIX
Compare and contrast key facts about Janus Henderson VIT Enterprise Portfolio (JAAGX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
JAAGX is managed by Janus Henderson. It was launched on Sep 13, 1993. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
JAAGX vs. VIIIX - Performance Comparison
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JAAGX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAAGX Janus Henderson VIT Enterprise Portfolio | -5.89% | 7.68% | 15.56% | 18.04% | -15.71% | 16.89% | 18.93% | 35.54% | -0.43% | 27.50% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -4.34% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, JAAGX achieves a -5.89% return, which is significantly lower than VIIIX's -4.34% return. Over the past 10 years, JAAGX has underperformed VIIIX with an annualized return of 11.72%, while VIIIX has yielded a comparatively higher 14.15% annualized return.
JAAGX
- 1D
- 2.73%
- 1M
- -5.65%
- YTD
- -5.89%
- 6M
- -3.88%
- 1Y
- 5.28%
- 3Y*
- 8.49%
- 5Y*
- 5.07%
- 10Y*
- 11.72%
VIIIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.34%
- 3Y*
- 18.70%
- 5Y*
- 11.92%
- 10Y*
- 14.15%
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JAAGX vs. VIIIX - Expense Ratio Comparison
JAAGX has a 0.71% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
JAAGX vs. VIIIX — Risk / Return Rank
JAAGX
VIIIX
JAAGX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Enterprise Portfolio (JAAGX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
| JAAGX | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.98 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.49 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.52 | -1.06 |
Martin ratioReturn relative to average drawdown | 1.60 | 7.31 | -5.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JAAGX | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.98 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.71 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.79 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | 0.00 |
Correlation
The correlation between JAAGX and VIIIX is 0.87, 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
JAAGX vs. VIIIX - Dividend Comparison
JAAGX's dividend yield for the trailing twelve months is around 8.48%, more than VIIIX's 2.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAGX Janus Henderson VIT Enterprise Portfolio | 8.48% | 7.98% | 4.65% | 6.88% | 20.52% | 8.86% | 6.34% | 5.74% | 5.49% | 6.23% | 8.15% | 12.63% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.81% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
JAAGX vs. VIIIX - Drawdown Comparison
The maximum JAAGX drawdown since its inception was -80.37%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for JAAGX and VIIIX.
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Drawdown Indicators
| JAAGX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.37% | -55.18% | -25.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -12.12% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -23.79% | -24.50% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -38.54% | -33.79% | -4.75% |
Current DrawdownCurrent decline from peak | -8.96% | -6.24% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -26.23% | -10.07% | -16.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.52% | +1.07% |
Volatility
JAAGX vs. VIIIX - Volatility Comparison
Janus Henderson VIT Enterprise Portfolio (JAAGX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 5.42% and 5.34%, 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
| JAAGX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 5.34% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.47% | 9.53% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 18.32% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 16.90% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 18.04% | +0.71% |