JACNX vs. SWPPX
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Schwab S&P 500 Index Fund (SWPPX).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
JACNX vs. SWPPX - Performance Comparison
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JACNX vs. SWPPX - 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% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, JACNX achieves a -8.95% return, which is significantly lower than SWPPX's -7.07% return. Over the past 10 years, JACNX has underperformed SWPPX with an annualized return of 10.68%, while SWPPX has yielded a comparatively higher 13.71% 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%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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JACNX vs. SWPPX - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
JACNX vs. SWPPX — Risk / Return Rank
JACNX
SWPPX
JACNX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.84 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.30 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.20 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.06 | -0.89 |
Martin ratioReturn relative to average drawdown | 0.49 | 5.14 | -4.65 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.84 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.68 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.76 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.48 | -0.15 |
Correlation
The correlation between JACNX and SWPPX is 0.86, 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. SWPPX - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 12.19%, more than SWPPX's 1.19% 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% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
JACNX vs. SWPPX - Drawdown Comparison
The maximum JACNX drawdown since its inception was -66.81%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for JACNX and SWPPX.
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Drawdown Indicators
| JACNX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -55.06% | -11.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -12.10% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -24.51% | -5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -33.80% | -6.45% |
Current DrawdownCurrent decline from peak | -14.27% | -8.89% | -5.38% |
Average DrawdownAverage peak-to-trough decline | -14.76% | -10.00% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 2.49% | +2.38% |
Volatility
JACNX vs. SWPPX - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 7.72% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JACNX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 4.29% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 9.11% | +5.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 18.14% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.81% | 16.89% | +4.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 18.19% | +3.46% |