JAGRX vs. GXXIX
Compare and contrast key facts about Janus Henderson VIT Research Portfolio (JAGRX) and abrdn U.S. Sustainable Leaders Fund (GXXIX).
JAGRX is managed by Janus Henderson. It was launched on Sep 13, 1993. GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000.
Performance
JAGRX vs. GXXIX - Performance Comparison
Loading graphics...
JAGRX vs. GXXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGRX Janus Henderson VIT Research Portfolio | -10.66% | 18.43% | 35.33% | 43.17% | -29.45% | 20.41% | 32.28% | 35.60% | -2.58% | 27.90% |
GXXIX abrdn U.S. Sustainable Leaders Fund | -7.53% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
Returns By Period
In the year-to-date period, JAGRX achieves a -10.66% return, which is significantly lower than GXXIX's -7.53% return. Over the past 10 years, JAGRX has outperformed GXXIX with an annualized return of 14.71%, while GXXIX has yielded a comparatively lower 13.33% annualized return.
JAGRX
- 1D
- 3.87%
- 1M
- -6.00%
- YTD
- -10.66%
- 6M
- -10.22%
- 1Y
- 16.02%
- 3Y*
- 21.59%
- 5Y*
- 11.17%
- 10Y*
- 14.71%
GXXIX
- 1D
- 2.82%
- 1M
- -5.54%
- YTD
- -7.53%
- 6M
- -7.78%
- 1Y
- 2.72%
- 3Y*
- 5.62%
- 5Y*
- 9.27%
- 10Y*
- 13.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JAGRX vs. GXXIX - Expense Ratio Comparison
JAGRX has a 0.60% expense ratio, which is lower than GXXIX's 0.97% expense ratio.
Return for Risk
JAGRX vs. GXXIX — Risk / Return Rank
JAGRX
GXXIX
JAGRX vs. GXXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Research Portfolio (JAGRX) and abrdn U.S. Sustainable Leaders Fund (GXXIX). 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.
| JAGRX | GXXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.19 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.40 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.05 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.31 | +0.68 |
Martin ratioReturn relative to average drawdown | 3.52 | 1.15 | +2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JAGRX | GXXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.19 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.34 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.56 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.60 | -0.13 |
Correlation
The correlation between JAGRX and GXXIX is 0.88, 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
JAGRX vs. GXXIX - Dividend Comparison
JAGRX's dividend yield for the trailing twelve months is around 8.29%, more than GXXIX's 2.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGRX Janus Henderson VIT Research Portfolio | 8.29% | 7.41% | 2.63% | 0.12% | 24.98% | 4.91% | 7.66% | 10.73% | 6.12% | 1.23% | 6.99% | 22.73% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.48% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
Drawdowns
JAGRX vs. GXXIX - Drawdown Comparison
The maximum JAGRX drawdown since its inception was -63.35%, which is greater than GXXIX's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for JAGRX and GXXIX.
Loading graphics...
Drawdown Indicators
| JAGRX | GXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.35% | -33.65% | -29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -17.07% | -11.78% | -5.29% |
Max Drawdown (5Y)Largest decline over 5 years | -35.99% | -33.65% | -2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -35.99% | -33.65% | -2.34% |
Current DrawdownCurrent decline from peak | -13.86% | -10.87% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -18.47% | -6.20% | -12.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 3.14% | +1.65% |
Volatility
JAGRX vs. GXXIX - Volatility Comparison
Janus Henderson VIT Research Portfolio (JAGRX) has a higher volatility of 7.07% compared to abrdn U.S. Sustainable Leaders Fund (GXXIX) at 5.20%. This indicates that JAGRX's price experiences larger fluctuations and is considered to be riskier than GXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JAGRX | GXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.20% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 9.27% | +3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.54% | 16.73% | +5.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.05% | 27.78% | -5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 23.72% | -2.46% |