JACAX vs. JARTX
Compare and contrast key facts about Janus Henderson VIT Forty Portfolio (JACAX) and Janus Henderson Forty Fund (JARTX).
JACAX is managed by Janus Henderson. It was launched on May 1, 1997. JARTX is managed by Janus Henderson. It was launched on May 1, 1997.
Performance
JACAX vs. JARTX - Performance Comparison
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JACAX vs. JARTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACAX Janus Henderson VIT Forty Portfolio | -15.92% | 18.31% | 28.47% | 39.96% | -33.20% | 23.08% | 38.78% | 37.19% | 1.94% | 30.39% |
JARTX Janus Henderson Forty Fund | -16.07% | 17.88% | 27.76% | 39.50% | -33.81% | 22.30% | 38.69% | 36.30% | 1.10% | 29.05% |
Returns By Period
The year-to-date returns for both stocks are quite close, with JACAX having a -15.92% return and JARTX slightly lower at -16.07%. Both investments have delivered pretty close results over the past 10 years, with JACAX having a 14.54% annualized return and JARTX not far behind at 13.90%.
JACAX
- 1D
- -0.46%
- 1M
- -8.82%
- YTD
- -15.92%
- 6M
- -15.78%
- 1Y
- 9.01%
- 3Y*
- 16.16%
- 5Y*
- 7.64%
- 10Y*
- 14.54%
JARTX
- 1D
- -0.49%
- 1M
- -8.91%
- YTD
- -16.07%
- 6M
- -15.92%
- 1Y
- 8.52%
- 3Y*
- 15.66%
- 5Y*
- 7.00%
- 10Y*
- 13.90%
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JACAX vs. JARTX - Expense Ratio Comparison
JACAX has a 0.77% expense ratio, which is lower than JARTX's 1.20% expense ratio.
Return for Risk
JACAX vs. JARTX — Risk / Return Rank
JACAX
JARTX
JACAX vs. JARTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Forty Portfolio (JACAX) and Janus Henderson Forty Fund (JARTX). 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.
| JACAX | JARTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.35 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.69 | 0.66 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.09 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 0.25 | +0.03 |
Martin ratioReturn relative to average drawdown | 0.96 | 0.87 | +0.09 |
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
| JACAX | JARTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.35 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.32 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.65 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.55 | +0.01 |
Correlation
The correlation between JACAX and JARTX is 1.00, 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
JACAX vs. JARTX - Dividend Comparison
JACAX's dividend yield for the trailing twelve months is around 14.77%, less than JARTX's 16.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACAX Janus Henderson VIT Forty Portfolio | 14.77% | 12.42% | 5.57% | 0.17% | 21.09% | 12.14% | 6.42% | 7.80% | 16.87% | 5.10% | 14.93% | 23.91% |
JARTX Janus Henderson Forty Fund | 16.27% | 13.65% | 11.51% | 9.10% | 0.06% | 10.26% | 8.38% | 7.05% | 8.95% | 14.50% | 6.57% | 15.93% |
Drawdowns
JACAX vs. JARTX - Drawdown Comparison
The maximum JACAX drawdown since its inception was -57.74%, roughly equal to the maximum JARTX drawdown of -56.70%. Use the drawdown chart below to compare losses from any high point for JACAX and JARTX.
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Drawdown Indicators
| JACAX | JARTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.74% | -56.70% | -1.04% |
Max Drawdown (1Y)Largest decline over 1 year | -19.05% | -19.19% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -40.60% | -41.09% | +0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -41.09% | +0.49% |
Current DrawdownCurrent decline from peak | -19.05% | -19.19% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -16.84% | -16.91% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.51% | 5.53% | -0.02% |
Volatility
JACAX vs. JARTX - Volatility Comparison
Janus Henderson VIT Forty Portfolio (JACAX) and Janus Henderson Forty Fund (JARTX) have volatilities of 6.11% and 6.14%, 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
| JACAX | JARTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 6.14% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 13.00% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 22.54% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.89% | 21.90% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 21.33% | +0.09% |