JAGLX vs. IHI
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class T (JAGLX) and iShares U.S. Medical Devices ETF (IHI).
JAGLX is an actively managed fund by Janus Henderson. It was launched on Dec 31, 1998. IHI is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Medical Equipment Index. It was launched on May 5, 2006.
Performance
JAGLX vs. IHI - Performance Comparison
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JAGLX vs. IHI - 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% |
IHI iShares U.S. Medical Devices ETF | -13.96% | 6.88% | 8.62% | 3.24% | -19.80% | 21.03% | 24.17% | 32.75% | 15.45% | 30.81% |
Returns By Period
In the year-to-date period, JAGLX achieves a -3.75% return, which is significantly higher than IHI's -13.96% return. Over the past 10 years, JAGLX has outperformed IHI with an annualized return of 11.55%, while IHI has yielded a comparatively lower 10.42% 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%
IHI
- 1D
- 0.15%
- 1M
- -10.33%
- YTD
- -13.96%
- 6M
- -10.09%
- 1Y
- -10.56%
- 3Y*
- 0.13%
- 5Y*
- -0.17%
- 10Y*
- 10.42%
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JAGLX vs. IHI - Expense Ratio Comparison
JAGLX has a 0.92% expense ratio, which is higher than IHI's 0.43% expense ratio.
Return for Risk
JAGLX vs. IHI — Risk / Return Rank
JAGLX
IHI
JAGLX vs. IHI - 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. Medical Devices ETF (IHI). 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 | IHI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | -0.56 | +1.62 |
Sortino ratioReturn per unit of downside risk | 1.53 | -0.69 | +2.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.92 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | -0.60 | +2.38 |
Martin ratioReturn relative to average drawdown | 4.92 | -1.88 | +6.80 |
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 | IHI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | -0.56 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | -0.01 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.53 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.49 | +0.09 |
Correlation
The correlation between JAGLX and IHI is 0.79, 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. IHI - Dividend Comparison
JAGLX's dividend yield for the trailing twelve months is around 4.70%, more than IHI's 0.42% 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% |
IHI iShares U.S. Medical Devices ETF | 0.42% | 0.34% | 0.46% | 0.53% | 0.45% | 0.25% | 0.25% | 0.33% | 0.26% | 0.37% | 0.55% | 1.28% |
Drawdowns
JAGLX vs. IHI - Drawdown Comparison
The maximum JAGLX drawdown since its inception was -58.96%, which is greater than IHI's maximum drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for JAGLX and IHI.
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Drawdown Indicators
| JAGLX | IHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -49.65% | -9.31% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -18.27% | +8.56% |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | -33.12% | +10.87% |
Max Drawdown (10Y)Largest decline over 10 years | -27.38% | -33.25% | +5.87% |
Current DrawdownCurrent decline from peak | -6.64% | -18.76% | +12.12% |
Average DrawdownAverage peak-to-trough decline | -17.51% | -8.20% | -9.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 5.79% | -2.16% |
Volatility
JAGLX vs. IHI - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class T (JAGLX) has a higher volatility of 5.99% compared to iShares U.S. Medical Devices ETF (IHI) at 5.24%. This indicates that JAGLX's price experiences larger fluctuations and is considered to be riskier than IHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGLX | IHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 5.24% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 11.23% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 18.89% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 18.74% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 19.63% | -2.18% |