JACNX vs. VOO
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Vanguard S&P 500 ETF (VOO).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JACNX or VOO.
Key characteristics
| JACNX | VOO | |
|---|---|---|
| YTD Return | 26.96% | 27.26% |
| 1Y Return | 47.98% | 37.86% |
| 3Y Return (Ann) | 5.91% | 10.35% |
| 5Y Return (Ann) | 14.46% | 16.03% |
| 10Y Return (Ann) | 10.44% | 13.45% |
| Sharpe Ratio | 2.54 | 3.25 |
| Sortino Ratio | 3.40 | 4.31 |
| Omega Ratio | 1.49 | 1.61 |
| Calmar Ratio | 2.47 | 4.74 |
| Martin Ratio | 19.98 | 21.63 |
| Ulcer Index | 2.50% | 1.85% |
| Daily Std Dev | 19.63% | 12.25% |
| Max Drawdown | -40.25% | -33.99% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between JACNX and VOO 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.
Performance
JACNX vs. VOO - Performance Comparison
The year-to-date returns for both investments are quite close, with JACNX having a 26.96% return and VOO slightly higher at 27.26%. Over the past 10 years, JACNX has underperformed VOO with an annualized return of 10.44%, while VOO has yielded a comparatively higher 13.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JACNX vs. VOO - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
JACNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
JACNX vs. VOO - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 0.43%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 0.43% | 0.54% | 0.53% | 0.32% | 0.52% | 0.86% | 0.35% | 0.36% | 0.34% | 0.43% | 0.81% | 0.19% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JACNX vs. VOO - Drawdown Comparison
The maximum JACNX drawdown since its inception was -40.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JACNX and VOO. For additional features, visit the drawdowns tool.
Volatility
JACNX vs. VOO - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 5.20% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.