JARTX vs. APGAX

The year-to-date returns for both stocks are quite close, with JARTX having a 4.66% return and APGAX slightly lower at 4.49%. Over the past 10 years, JARTX has underperformed APGAX with an annualized return of 5.02%, while APGAX has yielded a comparatively higher 9.81% annualized return.

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JARTX has a 1.20% expense ratio, which is higher than APGAX's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and AB Large Cap Growth Fund Class A (APGAX). 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 JARTX Sharpe Ratio is 0.54, which is comparable to the APGAX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of JARTX and APGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither JARTX nor APGAX has paid dividends to shareholders.

The maximum JARTX drawdown since its inception was -58.58%, smaller than the maximum APGAX drawdown of -69.97%. Use the drawdown chart below to compare losses from any high point for JARTX and APGAX. For additional features, visit the drawdowns tool.

Janus Henderson Forty Fund (JARTX) has a higher volatility of 5.59% compared to AB Large Cap Growth Fund Class A (APGAX) at 5.05%. This indicates that JARTX's price experiences larger fluctuations and is considered to be riskier than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.