JACNX vs. LLSCX
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Longleaf Partners Small-Cap Fund (LLSCX).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
JACNX vs. LLSCX - Performance Comparison
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JACNX vs. LLSCX - 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% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
In the year-to-date period, JACNX achieves a -8.95% return, which is significantly lower than LLSCX's -3.68% return. Over the past 10 years, JACNX has outperformed LLSCX with an annualized return of 10.68%, while LLSCX has yielded a comparatively lower 6.69% 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%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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JACNX vs. LLSCX - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is lower than LLSCX's 0.95% expense ratio.
Return for Risk
JACNX vs. LLSCX — Risk / Return Rank
JACNX
LLSCX
JACNX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Longleaf Partners Small-Cap Fund (LLSCX). 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 | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.15 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.46 | 0.32 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.04 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.10 | +0.06 |
Martin ratioReturn relative to average drawdown | 0.49 | 0.30 | +0.19 |
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 | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.15 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.11 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.27 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.51 | -0.19 |
Correlation
The correlation between JACNX and LLSCX is 0.76, 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. LLSCX - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 12.19%, more than LLSCX's 1.22% 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% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
JACNX vs. LLSCX - Drawdown Comparison
The maximum JACNX drawdown since its inception was -66.81%, roughly equal to the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for JACNX and LLSCX.
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Drawdown Indicators
| JACNX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -63.97% | -2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -10.47% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -28.37% | -1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -42.23% | +1.98% |
Current DrawdownCurrent decline from peak | -14.27% | -7.92% | -6.35% |
Average DrawdownAverage peak-to-trough decline | -14.76% | -8.90% | -5.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 3.68% | +1.19% |
Volatility
JACNX vs. LLSCX - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 7.72% compared to Longleaf Partners Small-Cap Fund (LLSCX) at 3.90%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JACNX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 3.90% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 9.23% | +5.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 15.42% | +8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.81% | 17.00% | +4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 24.58% | -2.93% |