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.
Correlation
The correlation between JANIX and SPY is 0.86, 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. SPY - Performance Comparison
Key characteristics
JANIX:
0.01
SPY:
1.47
JANIX:
0.12
SPY:
2.00
JANIX:
1.02
SPY:
1.27
JANIX:
0.00
SPY:
2.21
JANIX:
0.02
SPY:
9.05
JANIX:
5.81%
SPY:
2.05%
JANIX:
16.20%
SPY:
12.63%
JANIX:
-46.00%
SPY:
-55.19%
JANIX:
-37.50%
SPY:
-3.00%
Returns By Period
In the year-to-date period, JANIX achieves a 0.19% return, which is significantly lower than SPY's 1.44% return. Over the past 10 years, JANIX has underperformed SPY with an annualized return of 0.79%, while SPY has yielded a comparatively higher 12.91% annualized return.
JANIX
0.19%
-3.36%
-5.37%
-0.48%
-0.84%
0.79%
SPY
1.44%
-0.81%
7.18%
18.79%
16.77%
12.91%
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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.
Dividends
JANIX vs. SPY - Dividend Comparison
JANIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.19%.
TTM | 2024 | 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% | 0.00% | 0.14% | 0.16% | 0.10% |
SPY SPDR S&P 500 ETF | 1.19% | 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 -46.00%, 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. For additional features, visit the drawdowns tool.
Volatility
JANIX vs. SPY - Volatility Comparison
Janus Henderson Triton Fund (JANIX) has a higher volatility of 3.92% compared to SPDR S&P 500 ETF (SPY) at 3.06%. 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.