Correlation
The correlation between JANWX and JNGLX is 0.74, 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.
JANWX vs. JNGLX
Compare and contrast key facts about Janus Henderson Global Research Fund (JANWX) and Janus Henderson Global Life Sciences Fund (JNGLX).
JANWX is managed by Janus. It was launched on Feb 24, 2005. JNGLX is managed by Janus Henderson. It was launched on Dec 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANWX or JNGLX.
Performance
JANWX vs. JNGLX - Performance Comparison
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Key characteristics
JANWX:
0.33
JNGLX:
-0.39
JANWX:
0.53
JNGLX:
-0.52
JANWX:
1.08
JNGLX:
0.93
JANWX:
0.29
JNGLX:
-0.37
JANWX:
0.90
JNGLX:
-0.84
JANWX:
6.63%
JNGLX:
9.39%
JANWX:
20.47%
JNGLX:
17.20%
JANWX:
-36.32%
JNGLX:
-30.82%
JANWX:
-4.57%
JNGLX:
-17.89%
Returns By Period
In the year-to-date period, JANWX achieves a 6.21% return, which is significantly higher than JNGLX's -5.30% return. Both investments have delivered pretty close results over the past 10 years, with JANWX having a 6.13% annualized return and JNGLX not far ahead at 6.17%.
JANWX
6.21%
6.60%
-2.47%
6.72%
10.41%
8.56%
6.13%
JNGLX
-5.30%
-5.14%
-12.46%
-6.58%
4.78%
6.14%
6.17%
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JANWX vs. JNGLX - Expense Ratio Comparison
JANWX has a 0.75% expense ratio, which is lower than JNGLX's 0.80% expense ratio.
Risk-Adjusted Performance
JANWX vs. JNGLX — Risk-Adjusted Performance Rank
JANWX
JNGLX
JANWX vs. JNGLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund (JANWX) and Janus Henderson Global Life Sciences Fund (JNGLX). 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
JANWX vs. JNGLX - Dividend Comparison
JANWX's dividend yield for the trailing twelve months is around 7.85%, more than JNGLX's 6.16% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JANWX Janus Henderson Global Research Fund | 7.85% | 8.33% | 4.90% | 4.56% | 11.67% | 3.75% | 4.84% | 6.93% | 0.68% | 0.83% | 0.81% | 1.02% |
JNGLX Janus Henderson Global Life Sciences Fund | 6.16% | 5.84% | 4.26% | 0.25% | 9.85% | 7.80% | 6.23% | 13.33% | 1.26% | 1.25% | 9.13% | 10.25% |
Drawdowns
JANWX vs. JNGLX - Drawdown Comparison
The maximum JANWX drawdown since its inception was -36.32%, which is greater than JNGLX's maximum drawdown of -30.82%. Use the drawdown chart below to compare losses from any high point for JANWX and JNGLX.
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Volatility
JANWX vs. JNGLX - Volatility Comparison
The current volatility for Janus Henderson Global Research Fund (JANWX) is 3.99%, while Janus Henderson Global Life Sciences Fund (JNGLX) has a volatility of 7.12%. This indicates that JANWX experiences smaller price fluctuations and is considered to be less risky than JNGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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