JACAX vs. JNGTX
Compare and contrast key facts about Janus Henderson VIT Forty Portfolio (JACAX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX).
JACAX is managed by Janus Henderson. It was launched on May 1, 1997. JNGTX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JACAX or JNGTX.
Correlation
The correlation between JACAX and JNGTX is 0.93, 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.
Performance
JACAX vs. JNGTX - Performance Comparison
Key characteristics
JACAX:
0.99
JNGTX:
0.54
JACAX:
1.36
JNGTX:
0.82
JACAX:
1.19
JNGTX:
1.12
JACAX:
0.76
JNGTX:
0.79
JACAX:
4.97
JNGTX:
1.91
JACAX:
3.47%
JNGTX:
6.69%
JACAX:
17.50%
JNGTX:
23.81%
JACAX:
-57.43%
JNGTX:
-53.97%
JACAX:
-7.21%
JNGTX:
-11.38%
Returns By Period
In the year-to-date period, JACAX achieves a 3.69% return, which is significantly higher than JNGTX's 3.37% return. Over the past 10 years, JACAX has underperformed JNGTX with an annualized return of 4.09%, while JNGTX has yielded a comparatively higher 11.53% annualized return.
JACAX
3.69%
2.37%
16.37%
15.97%
4.87%
4.09%
JNGTX
3.37%
2.11%
4.05%
11.65%
9.21%
11.53%
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JACAX vs. JNGTX - Expense Ratio Comparison
JACAX has a 0.77% expense ratio, which is lower than JNGTX's 0.79% expense ratio.
Risk-Adjusted Performance
JACAX vs. JNGTX — Risk-Adjusted Performance Rank
JACAX
JNGTX
JACAX vs. JNGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Forty Portfolio (JACAX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX). 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.
Dividends
JACAX vs. JNGTX - Dividend Comparison
JACAX's dividend yield for the trailing twelve months is around 0.10%, while JNGTX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACAX Janus Henderson VIT Forty Portfolio | 0.10% | 0.10% | 0.32% | 0.22% | 0.00% | 0.24% | 0.14% | 1.44% | 0.00% | 0.00% | 1.44% | 0.22% |
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.35% | 0.14% | 0.01% | 0.00% | 0.36% | 0.12% |
Drawdowns
JACAX vs. JNGTX - Drawdown Comparison
The maximum JACAX drawdown since its inception was -57.43%, which is greater than JNGTX's maximum drawdown of -53.97%. Use the drawdown chart below to compare losses from any high point for JACAX and JNGTX. For additional features, visit the drawdowns tool.
Volatility
JACAX vs. JNGTX - Volatility Comparison
The current volatility for Janus Henderson VIT Forty Portfolio (JACAX) is 6.26%, while Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) has a volatility of 7.21%. This indicates that JACAX experiences smaller price fluctuations and is considered to be less risky than JNGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.