JACNX vs. JATIX
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
JACNX vs. JATIX - Performance Comparison
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JACNX vs. JATIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | -8.95% | 7.34% | 18.44% | 21.58% | -21.54% | 20.79% | 27.88% | 43.19% | -4.08% | 5.00% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -10.63% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
Returns By Period
In the year-to-date period, JACNX achieves a -8.95% return, which is significantly higher than JATIX's -10.63% return. Over the past 10 years, JACNX has underperformed JATIX with an annualized return of 10.68%, while JATIX has yielded a comparatively higher 19.99% annualized return.
JACNX
- 1D
- -2.09%
- 1M
- -9.45%
- YTD
- -8.95%
- 6M
- -12.16%
- 1Y
- 5.51%
- 3Y*
- 8.79%
- 5Y*
- 4.62%
- 10Y*
- 10.68%
JATIX
- 1D
- -1.42%
- 1M
- -10.86%
- YTD
- -10.63%
- 6M
- -9.83%
- 1Y
- 24.41%
- 3Y*
- 23.38%
- 5Y*
- 10.59%
- 10Y*
- 19.99%
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JACNX vs. JATIX - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than JATIX's 0.76% expense ratio.
Return for Risk
JACNX vs. JATIX — Risk / Return Rank
JACNX
JATIX
JACNX vs. JATIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX). 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.
| JACNX | JATIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.94 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.45 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.20 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.27 | -1.10 |
Martin ratioReturn relative to average drawdown | 0.49 | 4.39 | -3.89 |
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
| JACNX | JATIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.94 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.41 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.82 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.83 | -0.51 |
Correlation
The correlation between JACNX and JATIX is 0.79, 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
JACNX vs. JATIX - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 12.19%, less than JATIX's 14.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 12.19% | 11.10% | 11.53% | 7.13% | 0.53% | 9.63% | 1.69% | 11.74% | 8.86% | 7.77% | 3.52% | 2.71% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 14.75% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
Drawdowns
JACNX vs. JATIX - Drawdown Comparison
The maximum JACNX drawdown since its inception was -66.81%, which is greater than JATIX's maximum drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for JACNX and JATIX.
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Drawdown Indicators
| JACNX | JATIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -46.43% | -20.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -15.94% | +1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -46.43% | +16.11% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -46.43% | +6.18% |
Current DrawdownCurrent decline from peak | -14.27% | -15.94% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -14.76% | -6.77% | -7.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 4.62% | +0.25% |
Volatility
JACNX vs. JATIX - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 7.72% compared to Janus Henderson Global Technology and Innovation Fund Class I (JATIX) at 7.01%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than JATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JACNX | JATIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 7.01% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 15.77% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 25.26% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.81% | 26.21% | -4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 24.35% | -2.70% |