JAGRX vs. XLK

In the year-to-date period, JAGRX achieves a 1.63% return, which is significantly higher than XLK's -0.52% return. Over the past 10 years, JAGRX has underperformed XLK with an annualized return of 13.85%, while XLK has yielded a comparatively higher 19.65% annualized return.

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JAGRX has a 0.60% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Research Portfolio (JAGRX) and Technology Select Sector SPDR Fund (XLK). 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.

The current JAGRX Sharpe Ratio is 0.67, which is higher than the XLK Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of JAGRX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JAGRX's dividend yield for the trailing twelve months is around 2.59%, more than XLK's 0.68% yield.

The maximum JAGRX drawdown since its inception was -63.28%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for JAGRX and XLK.

The current volatility for Janus Henderson VIT Research Portfolio (JAGRX) is 5.70%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 6.47%. This indicates that JAGRX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.