JAGLX vs. IHE
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares U.S. Pharmaceuticals ETF (IHE).
JAGLX is an actively managed fund by Janus Henderson. It was launched on Dec 31, 1998. IHE is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Pharmaceuticals Index. It was launched on May 5, 2006.
Performance
JAGLX vs. IHE - Performance Comparison
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JAGLX vs. IHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGLX Janus Henderson Global Life Sciences Fund Class T | -3.75% | 24.72% | 8.50% | 7.41% | -2.79% | 6.66% | 25.52% | 29.12% | 4.05% | 22.13% |
IHE iShares U.S. Pharmaceuticals ETF | 3.70% | 31.69% | 8.13% | 1.06% | -4.87% | 13.07% | 13.66% | 15.47% | -7.76% | 10.64% |
Returns By Period
In the year-to-date period, JAGLX achieves a -3.75% return, which is significantly lower than IHE's 3.70% return. Over the past 10 years, JAGLX has outperformed IHE with an annualized return of 11.55%, while IHE has yielded a comparatively lower 8.20% annualized return.
JAGLX
- 1D
- 3.08%
- 1M
- -5.56%
- YTD
- -3.75%
- 6M
- 11.82%
- 1Y
- 21.58%
- 3Y*
- 12.33%
- 5Y*
- 8.24%
- 10Y*
- 11.55%
IHE
- 1D
- 1.15%
- 1M
- -3.66%
- YTD
- 3.70%
- 6M
- 18.16%
- 1Y
- 32.13%
- 3Y*
- 16.43%
- 5Y*
- 10.17%
- 10Y*
- 8.20%
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JAGLX vs. IHE - Expense Ratio Comparison
JAGLX has a 0.92% expense ratio, which is higher than IHE's 0.42% expense ratio.
Return for Risk
JAGLX vs. IHE — Risk / Return Rank
JAGLX
IHE
JAGLX vs. IHE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares U.S. Pharmaceuticals ETF (IHE). 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.
| JAGLX | IHE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.59 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.20 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.52 | -0.73 |
Martin ratioReturn relative to average drawdown | 4.92 | 7.93 | -3.01 |
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
| JAGLX | IHE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.59 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.64 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.45 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.50 | +0.08 |
Correlation
The correlation between JAGLX and IHE 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
JAGLX vs. IHE - Dividend Comparison
JAGLX's dividend yield for the trailing twelve months is around 4.70%, more than IHE's 1.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGLX Janus Henderson Global Life Sciences Fund Class T | 4.70% | 4.53% | 10.98% | 4.22% | 0.14% | 9.78% | 7.75% | 6.17% | 13.38% | 0.89% | 1.13% | 9.09% |
IHE iShares U.S. Pharmaceuticals ETF | 1.70% | 1.76% | 1.73% | 1.39% | 2.01% | 1.49% | 1.19% | 1.40% | 1.25% | 1.36% | 0.92% | 1.93% |
Drawdowns
JAGLX vs. IHE - Drawdown Comparison
The maximum JAGLX drawdown since its inception was -58.96%, which is greater than IHE's maximum drawdown of -38.20%. Use the drawdown chart below to compare losses from any high point for JAGLX and IHE.
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Drawdown Indicators
| JAGLX | IHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -38.20% | -20.76% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -10.58% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | -16.03% | -6.22% |
Max Drawdown (10Y)Largest decline over 10 years | -27.38% | -29.59% | +2.21% |
Current DrawdownCurrent decline from peak | -6.64% | -4.22% | -2.42% |
Average DrawdownAverage peak-to-trough decline | -17.51% | -7.95% | -9.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 3.36% | +0.27% |
Volatility
JAGLX vs. IHE - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares U.S. Pharmaceuticals ETF (IHE) have volatilities of 5.99% and 5.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGLX | IHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 5.91% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 12.12% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 20.70% | -2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 15.95% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 18.11% | -0.66% |