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JACNX vs. JNGTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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.

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JACNX vs. JNGTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JACNX
Janus Henderson Contrarian Fund
-4.88%7.34%18.44%21.58%-21.54%20.79%27.88%43.19%-4.08%5.00%
JNGTX
Janus Henderson Global Technology and Innovation Fund Class D
-7.02%25.00%32.34%55.33%-37.63%17.53%51.18%45.15%0.92%44.69%

Returns By Period

In the year-to-date period, JACNX achieves a -4.88% return, which is significantly higher than JNGTX's -7.02% return. Over the past 10 years, JACNX has underperformed JNGTX with an annualized return of 11.16%, while JNGTX has yielded a comparatively higher 20.41% annualized return.


JACNX

1D
4.46%
1M
-5.80%
YTD
-4.88%
6M
-8.56%
1Y
10.22%
3Y*
10.38%
5Y*
5.25%
10Y*
11.16%

JNGTX

1D
4.03%
1M
-7.48%
YTD
-7.02%
6M
-6.55%
1Y
27.77%
3Y*
24.99%
5Y*
10.78%
10Y*
20.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JACNX vs. JNGTX - Expense Ratio Comparison

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


Return for Risk

JACNX vs. JNGTX — Risk / Return Rank

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

JACNX
JACNX Risk / Return Rank: 1616
Overall Rank
JACNX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
JACNX Sortino Ratio Rank: 1515
Sortino Ratio Rank
JACNX Omega Ratio Rank: 1414
Omega Ratio Rank
JACNX Calmar Ratio Rank: 2020
Calmar Ratio Rank
JACNX Martin Ratio Rank: 1717
Martin Ratio Rank

JNGTX
JNGTX Risk / Return Rank: 6565
Overall Rank
JNGTX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
JNGTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
JNGTX Omega Ratio Rank: 6060
Omega Ratio Rank
JNGTX Calmar Ratio Rank: 7474
Calmar Ratio Rank
JNGTX Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JACNX vs. JNGTX - 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 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.


JACNXJNGTXDifference

Sharpe ratio

Return per unit of total volatility

0.41

1.16

-0.74

Sortino ratio

Return per unit of downside risk

0.76

1.73

-0.97

Omega ratio

Gain probability vs. loss probability

1.10

1.24

-0.14

Calmar ratio

Return relative to maximum drawdown

0.67

1.80

-1.13

Martin ratio

Return relative to average drawdown

1.94

6.10

-4.16

JACNX vs. JNGTX - Sharpe Ratio Comparison

The current JACNX Sharpe Ratio is 0.41, which is lower than the JNGTX Sharpe Ratio of 1.16. 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.


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Sharpe Ratios by Period


JACNXJNGTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

1.16

-0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.41

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.84

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.44

-0.10

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.


Dividends

JACNX vs. JNGTX - Dividend Comparison

JACNX's dividend yield for the trailing twelve months is around 11.67%, less than JNGTX's 14.43% yield.


TTM20252024202320222021202020192018201720162015
JACNX
Janus Henderson Contrarian Fund
11.67%11.10%11.53%7.13%0.53%9.63%1.69%11.74%8.86%7.77%3.52%2.71%
JNGTX
Janus Henderson Global Technology and Innovation Fund Class D
14.43%13.42%11.65%0.77%0.00%15.86%8.99%8.55%6.61%7.47%4.83%7.75%

Drawdowns

JACNX vs. JNGTX - Drawdown Comparison

The maximum JACNX drawdown since its inception was -66.81%, smaller than the maximum JNGTX drawdown of -84.79%. Use the drawdown chart below to compare losses from any high point for JACNX and JNGTX.


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Drawdown Indicators


JACNXJNGTXDifference

Max Drawdown

Largest peak-to-trough decline

-66.81%

-84.79%

+17.98%

Max Drawdown (1Y)

Largest decline over 1 year

-14.27%

-15.93%

+1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-30.32%

-46.46%

+16.14%

Max Drawdown (10Y)

Largest decline over 10 years

-40.25%

-46.46%

+6.21%

Current Drawdown

Current decline from peak

-10.45%

-12.54%

+2.09%

Average Drawdown

Average peak-to-trough decline

-14.76%

-40.47%

+25.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.92%

4.69%

+0.23%

Volatility

JACNX vs. JNGTX - Volatility Comparison

Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 9.08% compared to Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) at 8.32%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than JNGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JACNXJNGTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.08%

8.32%

+0.76%

Volatility (6M)

Calculated over the trailing 6-month period

15.52%

16.27%

-0.75%

Volatility (1Y)

Calculated over the trailing 1-year period

24.75%

25.51%

-0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.89%

26.29%

-4.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.69%

24.40%

-2.71%