JACAX vs. JNGTX

In the year-to-date period, JACAX achieves a -0.21% return, which is significantly lower than JNGTX's 3.51% return. Over the past 10 years, JACAX has underperformed JNGTX with an annualized return of 14.68%, while JNGTX has yielded a comparatively higher 18.80% annualized return.

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JACAX has a 0.77% expense ratio, which is lower than JNGTX's 0.79% expense ratio.

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.

The current JACAX Sharpe Ratio is 0.57, which is comparable to the JNGTX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of JACAX and JNGTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JACAX's dividend yield for the trailing twelve months is around 5.58%, less than JNGTX's 11.26% yield.

The maximum JACAX drawdown since its inception was -57.43%, which is greater than JNGTX's maximum drawdown of -46.46%. Use the drawdown chart below to compare losses from any high point for JACAX and JNGTX.

Janus Henderson VIT Forty Portfolio (JACAX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) have volatilities of 5.72% and 5.93%, 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.