JAGRX vs. JARTX
Compare and contrast key facts about Janus Henderson VIT Research Portfolio (JAGRX) and Janus Henderson Forty Fund (JARTX).
JAGRX is managed by Janus Henderson. It was launched on Sep 13, 1993. JARTX is managed by Janus Henderson. It was launched on May 1, 1997.
Performance
JAGRX vs. JARTX - Performance Comparison
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JAGRX vs. JARTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGRX Janus Henderson VIT Research Portfolio | -13.99% | 18.43% | 35.33% | 43.17% | -29.45% | 20.41% | 32.28% | 35.60% | -2.58% | 27.90% |
JARTX Janus Henderson Forty Fund | -16.07% | 17.88% | 27.76% | 39.50% | -33.81% | 22.30% | 38.69% | 36.30% | 1.10% | 29.05% |
Returns By Period
In the year-to-date period, JAGRX achieves a -13.99% return, which is significantly higher than JARTX's -16.07% return. Both investments have delivered pretty close results over the past 10 years, with JAGRX having a 14.28% annualized return and JARTX not far behind at 13.90%.
JAGRX
- 1D
- -0.62%
- 1M
- -9.38%
- YTD
- -13.99%
- 6M
- -13.19%
- 1Y
- 12.63%
- 3Y*
- 20.06%
- 5Y*
- 10.77%
- 10Y*
- 14.28%
JARTX
- 1D
- -0.49%
- 1M
- -8.91%
- YTD
- -16.07%
- 6M
- -15.92%
- 1Y
- 8.52%
- 3Y*
- 15.66%
- 5Y*
- 7.00%
- 10Y*
- 13.90%
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JAGRX vs. JARTX - Expense Ratio Comparison
JAGRX has a 0.60% expense ratio, which is lower than JARTX's 1.20% expense ratio.
Return for Risk
JAGRX vs. JARTX — Risk / Return Rank
JAGRX
JARTX
JAGRX vs. JARTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Research Portfolio (JAGRX) and Janus Henderson Forty Fund (JARTX). 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 | JARTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.35 | +0.22 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.66 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.09 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.25 | +0.31 |
Martin ratioReturn relative to average drawdown | 2.03 | 0.87 | +1.16 |
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
| JAGRX | JARTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.35 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.32 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.65 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.08 |
Correlation
The correlation between JAGRX and JARTX is 0.93, 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. JARTX - Dividend Comparison
JAGRX's dividend yield for the trailing twelve months is around 8.61%, less than JARTX's 16.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGRX Janus Henderson VIT Research Portfolio | 8.61% | 7.41% | 2.63% | 0.12% | 24.98% | 4.91% | 7.66% | 10.73% | 6.12% | 1.23% | 6.99% | 22.73% |
JARTX Janus Henderson Forty Fund | 16.27% | 13.65% | 11.51% | 9.10% | 0.06% | 10.26% | 8.38% | 7.05% | 8.95% | 14.50% | 6.57% | 15.93% |
Drawdowns
JAGRX vs. JARTX - Drawdown Comparison
The maximum JAGRX drawdown since its inception was -63.35%, which is greater than JARTX's maximum drawdown of -56.70%. Use the drawdown chart below to compare losses from any high point for JAGRX and JARTX.
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Drawdown Indicators
| JAGRX | JARTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.35% | -56.70% | -6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -17.07% | -19.19% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -35.99% | -41.09% | +5.10% |
Max Drawdown (10Y)Largest decline over 10 years | -35.99% | -41.09% | +5.10% |
Current DrawdownCurrent decline from peak | -17.07% | -19.19% | +2.12% |
Average DrawdownAverage peak-to-trough decline | -18.47% | -16.91% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 5.53% | -0.82% |
Volatility
JAGRX vs. JARTX - Volatility Comparison
The current volatility for Janus Henderson VIT Research Portfolio (JAGRX) is 5.66%, while Janus Henderson Forty Fund (JARTX) has a volatility of 6.14%. This indicates that JAGRX experiences smaller price fluctuations and is considered to be less risky than JARTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGRX | JARTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 6.14% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 13.00% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.26% | 22.54% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.99% | 21.90% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 21.33% | -0.10% |