Correlation
The correlation between JANIX and WASCX 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.
JANIX vs. WASCX
Compare and contrast key facts about Janus Henderson Triton Fund (JANIX) and Delaware Ivy Asset Strategy Fund (WASCX).
JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005. WASCX is managed by Ivy Funds. It was launched on Apr 19, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANIX or WASCX.
Performance
JANIX vs. WASCX - Performance Comparison
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Key characteristics
JANIX:
0.17
WASCX:
0.85
JANIX:
0.37
WASCX:
1.11
JANIX:
1.05
WASCX:
1.15
JANIX:
0.13
WASCX:
0.83
JANIX:
0.43
WASCX:
3.56
JANIX:
7.54%
WASCX:
2.62%
JANIX:
21.09%
WASCX:
12.71%
JANIX:
-39.70%
WASCX:
-36.09%
JANIX:
-10.73%
WASCX:
-0.35%
Returns By Period
In the year-to-date period, JANIX achieves a -3.67% return, which is significantly lower than WASCX's 5.99% return. Over the past 10 years, JANIX has outperformed WASCX with an annualized return of 7.51%, while WASCX has yielded a comparatively lower 5.14% annualized return.
JANIX
-3.67%
3.50%
-10.43%
2.63%
4.83%
6.87%
7.51%
WASCX
5.99%
4.03%
3.54%
10.34%
9.86%
10.34%
5.14%
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JANIX vs. WASCX - Expense Ratio Comparison
JANIX has a 0.78% expense ratio, which is lower than WASCX's 2.18% expense ratio.
Risk-Adjusted Performance
JANIX vs. WASCX — Risk-Adjusted Performance Rank
JANIX
WASCX
JANIX vs. WASCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund (JANIX) and Delaware Ivy Asset Strategy Fund (WASCX). 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. WASCX - Dividend Comparison
JANIX's dividend yield for the trailing twelve months is around 7.85%, more than WASCX's 7.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANIX Janus Henderson Triton Fund | 7.85% | 7.56% | 7.15% | 6.24% | 20.40% | 4.12% | 4.26% | 7.50% | 5.08% | 2.89% | 7.93% | 10.13% |
WASCX Delaware Ivy Asset Strategy Fund | 7.41% | 8.30% | 2.28% | 18.75% | 11.67% | 2.22% | 5.49% | 20.62% | 2.37% | 0.00% | 6.53% | 19.87% |
Drawdowns
JANIX vs. WASCX - Drawdown Comparison
The maximum JANIX drawdown since its inception was -39.70%, which is greater than WASCX's maximum drawdown of -36.09%. Use the drawdown chart below to compare losses from any high point for JANIX and WASCX.
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Volatility
JANIX vs. WASCX - Volatility Comparison
Janus Henderson Triton Fund (JANIX) has a higher volatility of 5.38% compared to Delaware Ivy Asset Strategy Fund (WASCX) at 2.58%. This indicates that JANIX's price experiences larger fluctuations and is considered to be riskier than WASCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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