JAFLX vs. SPY
Compare and contrast key facts about Janus Henderson VIT Flexible Bond Portfolio (JAFLX) and SPDR S&P 500 ETF (SPY).
JAFLX is managed by Janus Henderson. It was launched on Sep 13, 1993. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAFLX or SPY.
Correlation
The correlation between JAFLX and SPY is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JAFLX vs. SPY - Performance Comparison
Key characteristics
JAFLX:
0.96
SPY:
1.75
JAFLX:
1.40
SPY:
2.36
JAFLX:
1.17
SPY:
1.32
JAFLX:
0.32
SPY:
2.66
JAFLX:
2.45
SPY:
11.01
JAFLX:
2.17%
SPY:
2.03%
JAFLX:
5.52%
SPY:
12.77%
JAFLX:
-21.67%
SPY:
-55.19%
JAFLX:
-10.70%
SPY:
-2.12%
Returns By Period
In the year-to-date period, JAFLX achieves a 1.64% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, JAFLX has underperformed SPY with an annualized return of 1.13%, while SPY has yielded a comparatively higher 12.96% annualized return.
JAFLX
1.64%
1.43%
-0.56%
5.63%
-0.77%
1.13%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JAFLX vs. SPY - Expense Ratio Comparison
JAFLX has a 0.57% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JAFLX vs. SPY — Risk-Adjusted Performance Rank
JAFLX
SPY
JAFLX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Flexible Bond Portfolio (JAFLX) and SPDR S&P 500 ETF (SPY). 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
JAFLX vs. SPY - Dividend Comparison
JAFLX's dividend yield for the trailing twelve months is around 5.01%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAFLX Janus Henderson VIT Flexible Bond Portfolio | 5.01% | 5.09% | 4.27% | 2.69% | 2.10% | 2.87% | 3.31% | 3.22% | 2.99% | 2.93% | 2.42% | 3.51% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JAFLX vs. SPY - Drawdown Comparison
The maximum JAFLX drawdown since its inception was -21.67%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JAFLX and SPY. For additional features, visit the drawdowns tool.
Volatility
JAFLX vs. SPY - Volatility Comparison
The current volatility for Janus Henderson VIT Flexible Bond Portfolio (JAFLX) is 1.56%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that JAFLX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.