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JACNX vs. JNGTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between JACNX and JNGTX 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.


-0.50.00.51.00.8

Performance

JACNX vs. JNGTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Contrarian Fund (JACNX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
4.59%
-0.09%
JACNX
JNGTX

Key characteristics

Sharpe Ratio

JACNX:

0.51

JNGTX:

0.39

Sortino Ratio

JACNX:

0.76

JNGTX:

0.64

Omega Ratio

JACNX:

1.11

JNGTX:

1.09

Calmar Ratio

JACNX:

0.50

JNGTX:

0.56

Martin Ratio

JACNX:

1.67

JNGTX:

1.34

Ulcer Index

JACNX:

5.95%

JNGTX:

6.85%

Daily Std Dev

JACNX:

19.43%

JNGTX:

23.78%

Max Drawdown

JACNX:

-43.18%

JNGTX:

-53.97%

Current Drawdown

JACNX:

-11.58%

JNGTX:

-11.72%

Returns By Period

In the year-to-date period, JACNX achieves a 4.66% return, which is significantly higher than JNGTX's 2.96% return. Over the past 10 years, JACNX has underperformed JNGTX with an annualized return of 3.20%, while JNGTX has yielded a comparatively higher 11.14% annualized return.


JACNX

YTD

4.66%

1M

4.54%

6M

4.59%

1Y

11.14%

5Y*

5.86%

10Y*

3.20%

JNGTX

YTD

2.96%

1M

4.42%

6M

-0.09%

1Y

11.64%

5Y*

8.41%

10Y*

11.14%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


JACNX vs. JNGTX - Expense Ratio Comparison

JACNX has a 0.90% expense ratio, which is higher than JNGTX's 0.79% expense ratio.


JACNX
Janus Henderson Contrarian Fund
Expense ratio chart for JACNX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%
Expense ratio chart for JNGTX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Risk-Adjusted Performance

JACNX vs. JNGTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JACNX
The Risk-Adjusted Performance Rank of JACNX is 2828
Overall Rank
The Sharpe Ratio Rank of JACNX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of JACNX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of JACNX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of JACNX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of JACNX is 2626
Martin Ratio Rank

JNGTX
The Risk-Adjusted Performance Rank of JNGTX is 2525
Overall Rank
The Sharpe Ratio Rank of JNGTX is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of JNGTX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of JNGTX is 2020
Omega Ratio Rank
The Calmar Ratio Rank of JNGTX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of JNGTX is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JACNX vs. JNGTX - Risk-Adjusted Performance 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 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.


Sharpe ratio
The chart of Sharpe ratio for JACNX, currently valued at 0.51, compared to the broader market-1.000.001.002.003.004.000.510.39
The chart of Sortino ratio for JACNX, currently valued at 0.76, compared to the broader market0.002.004.006.008.0010.0012.000.760.64
The chart of Omega ratio for JACNX, currently valued at 1.11, compared to the broader market1.002.003.004.001.111.09
The chart of Calmar ratio for JACNX, currently valued at 0.50, compared to the broader market0.005.0010.0015.0020.000.500.56
The chart of Martin ratio for JACNX, currently valued at 1.67, compared to the broader market0.0020.0040.0060.0080.001.671.34
JACNX
JNGTX

The current JACNX Sharpe Ratio is 0.51, which is higher than the JNGTX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of JACNX 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.51
0.39
JACNX
JNGTX

Dividends

JACNX vs. JNGTX - Dividend Comparison

JACNX's dividend yield for the trailing twelve months is around 0.45%, while JNGTX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
JACNX
Janus Henderson Contrarian Fund
0.45%0.47%0.54%0.53%0.32%0.52%0.86%0.35%0.36%0.34%0.43%0.81%
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

JACNX vs. JNGTX - Drawdown Comparison

The maximum JACNX drawdown since its inception was -43.18%, smaller than the maximum JNGTX drawdown of -53.97%. Use the drawdown chart below to compare losses from any high point for JACNX and JNGTX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.58%
-11.72%
JACNX
JNGTX

Volatility

JACNX vs. JNGTX - Volatility Comparison

The current volatility for Janus Henderson Contrarian Fund (JACNX) is 5.58%, while Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) has a volatility of 6.68%. This indicates that JACNX 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.


4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
5.58%
6.68%
JACNX
JNGTX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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