JANBX vs. JANIX
Compare and contrast key facts about Janus Henderson Balanced Fund (JANBX) and Janus Henderson Triton Fund (JANIX).
JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992. JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005.
Performance
JANBX vs. JANIX - Performance Comparison
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JANBX vs. JANIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | -5.36% | 14.99% | 15.36% | 15.38% | -16.60% | 17.22% | 14.34% | 22.53% | 0.64% | 17.78% |
JANIX Janus Henderson Triton Fund | -1.36% | 9.66% | 10.40% | 14.68% | -23.65% | 6.76% | 28.56% | 28.42% | -5.15% | 27.01% |
Returns By Period
In the year-to-date period, JANBX achieves a -5.36% return, which is significantly lower than JANIX's -1.36% return. Both investments have delivered pretty close results over the past 10 years, with JANBX having a 9.37% annualized return and JANIX not far behind at 9.36%.
JANBX
- 1D
- 1.58%
- 1M
- -4.89%
- YTD
- -5.36%
- 6M
- -4.13%
- 1Y
- 10.63%
- 3Y*
- 11.24%
- 5Y*
- 6.65%
- 10Y*
- 9.37%
JANIX
- 1D
- 3.91%
- 1M
- -6.17%
- YTD
- -1.36%
- 6M
- 3.63%
- 1Y
- 16.34%
- 3Y*
- 8.76%
- 5Y*
- 1.77%
- 10Y*
- 9.36%
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JANBX vs. JANIX - Expense Ratio Comparison
JANBX has a 0.70% expense ratio, which is lower than JANIX's 0.78% expense ratio.
Return for Risk
JANBX vs. JANIX — Risk / Return Rank
JANBX
JANIX
JANBX vs. JANIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Balanced Fund (JANBX) and Janus Henderson Triton Fund (JANIX). 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.
| JANBX | JANIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.79 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.26 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.15 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.58 | 4.76 | +0.82 |
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
| JANBX | JANIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.79 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.09 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.46 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.46 | +0.19 |
Correlation
The correlation between JANBX and JANIX is 0.84, 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
JANBX vs. JANIX - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 8.80%, less than JANIX's 11.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | 8.80% | 8.78% | 6.96% | 2.25% | 1.95% | 4.50% | 2.49% | 2.85% | 7.06% | 4.65% | 2.55% | 5.81% |
JANIX Janus Henderson Triton Fund | 11.39% | 11.23% | 7.57% | 7.15% | 6.24% | 20.40% | 4.12% | 4.26% | 7.50% | 5.08% | 2.74% | 7.76% |
Drawdowns
JANBX vs. JANIX - Drawdown Comparison
The maximum JANBX drawdown since its inception was -31.70%, smaller than the maximum JANIX drawdown of -62.76%. Use the drawdown chart below to compare losses from any high point for JANBX and JANIX.
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Drawdown Indicators
| JANBX | JANIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -62.76% | +31.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -13.22% | +5.09% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -31.80% | +10.28% |
Max Drawdown (10Y)Largest decline over 10 years | -22.49% | -39.70% | +17.21% |
Current DrawdownCurrent decline from peak | -6.68% | -7.57% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -10.10% | +3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 3.18% | -1.14% |
Volatility
JANBX vs. JANIX - Volatility Comparison
The current volatility for Janus Henderson Balanced Fund (JANBX) is 3.80%, while Janus Henderson Triton Fund (JANIX) has a volatility of 7.37%. This indicates that JANBX experiences smaller price fluctuations and is considered to be less risky than JANIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JANBX | JANIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 7.37% | -3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 11.96% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 20.46% | -8.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 19.52% | -8.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 20.53% | -9.41% |