JANIX vs. IVOIX

In the year-to-date period, JANIX achieves a -3.67% return, which is significantly lower than IVOIX's 1.91% return. Over the past 10 years, JANIX has outperformed IVOIX with an annualized return of 7.51%, while IVOIX has yielded a comparatively lower 7.12% annualized return.

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JANIX has a 0.78% expense ratio, which is lower than IVOIX's 0.83% expense ratio.

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.

The current JANIX Sharpe Ratio is 0.17, which is higher than the IVOIX Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of JANIX and IVOIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JANIX's dividend yield for the trailing twelve months is around 7.85%, less than IVOIX's 11.57% yield.

The maximum JANIX drawdown since its inception was -39.70%, roughly equal to the maximum IVOIX drawdown of -41.17%. Use the drawdown chart below to compare losses from any high point for JANIX and IVOIX.

Janus Henderson Triton Fund (JANIX) and Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) have volatilities of 5.38% and 5.25%, 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.