JANIX vs. IVOIX
Compare and contrast key facts about Janus Henderson Triton Fund (JANIX) and Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX).
JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005. IVOIX is managed by Delaware Funds. It was launched on Oct 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANIX or IVOIX.
Key characteristics
| JANIX | IVOIX | |
|---|---|---|
| YTD Return | 17.19% | 15.82% |
| 1Y Return | 28.87% | 31.92% |
| 3Y Return (Ann) | -10.75% | 5.88% |
| 5Y Return (Ann) | -0.67% | 10.34% |
| 10Y Return (Ann) | 1.97% | 10.04% |
| Sharpe Ratio | 1.59 | 2.38 |
| Sortino Ratio | 2.14 | 3.39 |
| Omega Ratio | 1.29 | 1.42 |
| Calmar Ratio | 0.60 | 2.54 |
| Martin Ratio | 10.00 | 13.57 |
| Ulcer Index | 2.72% | 2.26% |
| Daily Std Dev | 17.12% | 12.87% |
| Max Drawdown | -46.00% | -41.17% |
| Current Drawdown | -29.05% | 0.00% |
Correlation
The correlation between JANIX and IVOIX is 0.85, 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.
Performance
JANIX vs. IVOIX - Performance Comparison
In the year-to-date period, JANIX achieves a 17.19% return, which is significantly higher than IVOIX's 15.82% return. Over the past 10 years, JANIX has underperformed IVOIX with an annualized return of 1.97%, while IVOIX has yielded a comparatively higher 10.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JANIX vs. IVOIX - Expense Ratio Comparison
JANIX has a 0.78% expense ratio, which is lower than IVOIX's 0.83% expense ratio.
Risk-Adjusted Performance
JANIX vs. IVOIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund (JANIX) and Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX). 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.
Dividends
JANIX vs. IVOIX - Dividend Comparison
JANIX has not paid dividends to shareholders, while IVOIX's dividend yield for the trailing twelve months is around 1.67%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JANIX Janus Henderson Triton Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.16% | 0.10% |
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 1.67% | 1.94% | 2.03% | 1.22% | 1.76% | 1.74% | 1.92% | 1.43% | 1.10% | 1.95% | 0.39% |
Drawdowns
JANIX vs. IVOIX - Drawdown Comparison
The maximum JANIX drawdown since its inception was -46.00%, which is greater than IVOIX's maximum drawdown of -41.17%. Use the drawdown chart below to compare losses from any high point for JANIX and IVOIX. For additional features, visit the drawdowns tool.
Volatility
JANIX vs. IVOIX - Volatility Comparison
Janus Henderson Triton Fund (JANIX) has a higher volatility of 4.21% compared to Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) at 3.88%. This indicates that JANIX's price experiences larger fluctuations and is considered to be riskier than IVOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.