Correlation
The correlation between JACNX and JNGTX is 0.87, 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.
JACNX vs. JNGTX
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. 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: JACNX or JNGTX.
Performance
JACNX vs. JNGTX - Performance Comparison
Loading data...
Key characteristics
JACNX:
-0.12
JNGTX:
0.50
JACNX:
-0.03
JNGTX:
0.94
JACNX:
1.00
JNGTX:
1.13
JACNX:
-0.13
JNGTX:
0.64
JACNX:
-0.32
JNGTX:
2.06
JACNX:
12.34%
JNGTX:
7.43%
JACNX:
26.44%
JNGTX:
28.04%
JACNX:
-43.18%
JNGTX:
-46.46%
JACNX:
-18.41%
JNGTX:
-0.72%
Returns By Period
In the year-to-date period, JACNX achieves a -3.43% return, which is significantly lower than JNGTX's 4.47% return. Over the past 10 years, JACNX has underperformed JNGTX with an annualized return of 2.76%, while JNGTX has yielded a comparatively higher 18.94% annualized return.
JACNX
-3.43%
5.86%
-17.69%
-3.11%
1.38%
6.96%
2.76%
JNGTX
4.47%
13.06%
2.82%
14.01%
23.68%
17.14%
18.94%
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.
Risk-Adjusted Performance
JACNX vs. JNGTX — Risk-Adjusted Performance Rank
JACNX
JNGTX
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.
Loading data...
Dividends
JACNX vs. JNGTX - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 11.94%, more than JNGTX's 11.16% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 11.94% | 11.53% | 7.13% | 0.53% | 9.63% | 1.68% | 11.74% | 8.86% | 8.13% | 3.86% | 3.14% | 11.11% |
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | 11.16% | 11.65% | 0.77% | 0.00% | 15.86% | 8.99% | 8.90% | 6.61% | 7.47% | 4.83% | 8.12% | 17.68% |
Drawdowns
JACNX vs. JNGTX - Drawdown Comparison
The maximum JACNX drawdown since its inception was -43.18%, smaller than the maximum JNGTX drawdown of -46.46%. Use the drawdown chart below to compare losses from any high point for JACNX and JNGTX.
Loading data...
Volatility
JACNX vs. JNGTX - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 6.63% compared to Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) at 5.45%. 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.
Loading data...