JANEX vs. LCSSX

In the year-to-date period, JANEX achieves a 9.18% return, which is significantly lower than LCSSX's 23.51% return. Over the past 10 years, JANEX has underperformed LCSSX with an annualized return of 5.15%, while LCSSX has yielded a comparatively higher 13.40% annualized return.

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JANEX has a 0.79% expense ratio, which is lower than LCSSX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and ClearBridge Select Fund (LCSSX). 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 JANEX Sharpe Ratio is 0.73, which is lower than the LCSSX Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of JANEX and LCSSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither JANEX nor LCSSX has paid dividends to shareholders.

The maximum JANEX drawdown since its inception was -38.24%, smaller than the maximum LCSSX drawdown of -45.27%. Use the drawdown chart below to compare losses from any high point for JANEX and LCSSX. For additional features, visit the drawdowns tool.

Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 7.46% compared to ClearBridge Select Fund (LCSSX) at 5.21%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than LCSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.