JAGRX vs. VIGIX
Compare and contrast key facts about Janus Henderson VIT Research Portfolio (JAGRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
JAGRX is managed by Janus Henderson. It was launched on Sep 13, 1993. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
JAGRX vs. VIGIX - Performance Comparison
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JAGRX vs. VIGIX - 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
The year-to-date returns for both investments are quite close, with JAGRX having a -10.66% return and VIGIX slightly higher at -10.39%. Over the past 10 years, JAGRX has underperformed VIGIX with an annualized return of 14.71%, while VIGIX has yielded a comparatively higher 16.03% 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%
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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JAGRX vs. VIGIX - Expense Ratio Comparison
JAGRX has a 0.60% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Return for Risk
JAGRX vs. VIGIX — Risk / Return Rank
JAGRX
VIGIX
JAGRX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Research Portfolio (JAGRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.80 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.31 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.11 | -0.13 |
Martin ratioReturn relative to average drawdown | 3.52 | 3.97 | -0.45 |
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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.80 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.75 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.44 | +0.04 |
Correlation
The correlation between JAGRX and VIGIX is 0.96, 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. VIGIX - Dividend Comparison
JAGRX's dividend yield for the trailing twelve months is around 8.29%, more than VIGIX's 0.45% 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
JAGRX vs. VIGIX - Drawdown Comparison
The maximum JAGRX drawdown since its inception was -63.35%, which is greater than VIGIX's maximum drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for JAGRX and VIGIX.
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Drawdown Indicators
| JAGRX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.35% | -56.95% | -6.40% |
Max Drawdown (1Y)Largest decline over 1 year | -17.07% | -16.51% | -0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -35.99% | -35.62% | -0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -35.99% | -35.62% | -0.37% |
Current DrawdownCurrent decline from peak | -13.86% | -13.17% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -18.47% | -16.36% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 4.64% | +0.15% |
Volatility
JAGRX vs. VIGIX - Volatility Comparison
Janus Henderson VIT Research Portfolio (JAGRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX) have volatilities of 7.07% and 7.01%, 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
| JAGRX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 7.01% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 12.74% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.54% | 22.99% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.05% | 22.36% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 21.53% | -0.27% |