Correlation
The correlation between JANIX and SPY is 0.87, 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.
JANIX vs. SPY
Compare and contrast key facts about Janus Henderson Triton Fund (JANIX) and SPDR S&P 500 ETF (SPY).
JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANIX or SPY.
Performance
JANIX vs. SPY - Performance Comparison
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Key characteristics
JANIX:
0.17
SPY:
0.70
JANIX:
0.37
SPY:
1.02
JANIX:
1.05
SPY:
1.15
JANIX:
0.13
SPY:
0.68
JANIX:
0.42
SPY:
2.57
JANIX:
7.54%
SPY:
4.93%
JANIX:
21.09%
SPY:
20.42%
JANIX:
-39.70%
SPY:
-55.19%
JANIX:
-10.76%
SPY:
-3.55%
Returns By Period
In the year-to-date period, JANIX achieves a -3.70% return, which is significantly lower than SPY's 0.87% return. Over the past 10 years, JANIX has underperformed SPY with an annualized return of 7.50%, while SPY has yielded a comparatively higher 12.73% annualized return.
JANIX
-3.70%
3.83%
-10.46%
3.52%
4.82%
6.86%
7.50%
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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JANIX vs. SPY - Expense Ratio Comparison
JANIX has a 0.78% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JANIX vs. SPY — Risk-Adjusted Performance Rank
JANIX
SPY
JANIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund (JANIX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
JANIX vs. SPY - Dividend Comparison
JANIX's dividend yield for the trailing twelve months is around 7.86%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANIX Janus Henderson Triton Fund | 7.86% | 7.56% | 7.15% | 6.24% | 20.40% | 4.12% | 4.26% | 7.50% | 5.08% | 2.89% | 7.93% | 10.13% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JANIX vs. SPY - Drawdown Comparison
The maximum JANIX drawdown since its inception was -39.70%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JANIX and SPY.
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Volatility
JANIX vs. SPY - Volatility Comparison
Janus Henderson Triton Fund (JANIX) has a higher volatility of 5.38% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that JANIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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