JAGLX vs. SHSSX
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class T (JAGLX) and Health Sciences Opportunities Fund Class Institutional (SHSSX).
JAGLX is an actively managed fund by Janus Henderson. It was launched on Dec 31, 1998. SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000.
Performance
JAGLX vs. SHSSX - Performance Comparison
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JAGLX vs. SHSSX - 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% |
SHSSX Health Sciences Opportunities Fund Class Institutional | -4.56% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | 8.24% | 25.02% |
Returns By Period
In the year-to-date period, JAGLX achieves a -3.75% return, which is significantly higher than SHSSX's -4.56% return. Over the past 10 years, JAGLX has outperformed SHSSX with an annualized return of 11.55%, while SHSSX has yielded a comparatively lower 10.24% 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%
SHSSX
- 1D
- 2.49%
- 1M
- -6.00%
- YTD
- -4.56%
- 6M
- 4.46%
- 1Y
- 8.75%
- 3Y*
- 7.04%
- 5Y*
- 4.75%
- 10Y*
- 10.24%
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JAGLX vs. SHSSX - Expense Ratio Comparison
JAGLX has a 0.92% expense ratio, which is higher than SHSSX's 0.84% expense ratio.
Return for Risk
JAGLX vs. SHSSX — Risk / Return Rank
JAGLX
SHSSX
JAGLX vs. SHSSX - 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 Health Sciences Opportunities Fund Class Institutional (SHSSX). 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 | SHSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.42 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.70 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.75 | +1.04 |
Martin ratioReturn relative to average drawdown | 4.92 | 1.75 | +3.16 |
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 | SHSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.42 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.34 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.62 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.69 | -0.11 |
Correlation
The correlation between JAGLX and SHSSX is 0.92, 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. SHSSX - Dividend Comparison
JAGLX's dividend yield for the trailing twelve months is around 4.70%, less than SHSSX's 10.38% 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% |
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.38% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
Drawdowns
JAGLX vs. SHSSX - Drawdown Comparison
The maximum JAGLX drawdown since its inception was -58.96%, which is greater than SHSSX's maximum drawdown of -35.40%. Use the drawdown chart below to compare losses from any high point for JAGLX and SHSSX.
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Drawdown Indicators
| JAGLX | SHSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -35.40% | -23.56% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -9.83% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.25% | -17.90% | -4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -27.38% | -28.34% | +0.96% |
Current DrawdownCurrent decline from peak | -6.64% | -7.31% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -17.51% | -5.98% | -11.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 4.20% | -0.57% |
Volatility
JAGLX vs. SHSSX - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class T (JAGLX) has a higher volatility of 5.99% compared to Health Sciences Opportunities Fund Class Institutional (SHSSX) at 5.42%. This indicates that JAGLX's price experiences larger fluctuations and is considered to be riskier than SHSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGLX | SHSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 5.42% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 10.02% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 16.47% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 14.23% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 16.54% | +0.91% |