JARTX vs. JACNX
JARTX (Janus Henderson Forty Fund) and JACNX (Janus Henderson Contrarian Fund) are both mutual funds - JARTX is a Large Cap Growth Equities fund managed by Janus Henderson, while JACNX is a Mid Cap Blend Equities fund managed by Janus Henderson. Over the past 10 years, JARTX returned 15.97%/yr vs 13.88%/yr for JACNX. Their correlation of 0.81 suggests significant overlap in exposure. JARTX charges 1.20%/yr vs 0.90%/yr for JACNX.
Performance
JARTX vs. JACNX - Performance Comparison
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Returns By Period
In the year-to-date period, JARTX achieves a 4.96% return, which is significantly lower than JACNX's 20.51% return. Over the past 10 years, JARTX has outperformed JACNX with an annualized return of 15.97%, while JACNX has yielded a comparatively lower 13.88% annualized return.
JARTX
- 1D
- 0.21%
- 1M
- 2.88%
- 6M
- 3.24%
- YTD
- 4.96%
- 1Y
- 12.87%
- 3Y*
- 20.47%
- 5Y*
- 8.82%
- 10Y*
- 15.97%
JACNX
- 1D
- -0.80%
- 1M
- 0.28%
- 6M
- 15.97%
- YTD
- 20.51%
- 1Y
- 22.12%
- 3Y*
- 16.92%
- 5Y*
- 8.24%
- 10Y*
- 13.88%
JARTX vs. JACNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | 4.96% | 17.88% | 27.76% | 39.50% | -33.81% | 22.30% | 38.69% | 36.30% | 1.10% | 29.05% |
JACNX Janus Henderson Contrarian Fund | 20.51% | 7.34% | 18.44% | 21.58% | -21.54% | 20.79% | 27.88% | 43.19% | -4.08% | 5.00% |
Correlation
The correlation between JARTX and JACNX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Feb 29, 2000 | 0.81 |
The correlation between JARTX and JACNX has been stable across timeframes, ranging from 0.79 to 0.84 - a consistent structural relationship.
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Return for Risk
JARTX vs. JACNX — Risk / Return Rank
JARTX
JACNX
JARTX vs. JACNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and Janus Henderson Contrarian Fund (JACNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JARTX | JACNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.49 | -0.83 |
| Martin ratioReturn relative to average drawdown | 2.05 | 4.59 | -2.54 |
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Drawdowns
JARTX vs. JACNX - Drawdown Comparison
The maximum JARTX drawdown since its inception was -56.70%, smaller than the maximum JACNX drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for JARTX and JACNX.
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Drawdown Indicators
| JARTX | JACNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -66.81% | +10.11% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -14.27% | -4.92% |
Max Drawdown (3Y)Largest decline over 3 years | -22.22% | -23.92% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -41.09% | -30.32% | -10.77% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -40.25% | -0.84% |
Current DrawdownCurrent decline from peak | -3.53% | -3.81% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -16.79% | -14.62% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 4.62% | +1.50% |
Volatility
JARTX vs. JACNX - Volatility Comparison
Janus Henderson Forty Fund (JARTX) and Janus Henderson Contrarian Fund (JACNX) have volatilities of 7.04% and 7.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JARTX | JACNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 7.26% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 17.23% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 21.25% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.24% | 22.34% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 21.77% | -0.25% |
JARTX vs. JACNX - Expense Ratio Comparison
JARTX has a 1.20% expense ratio, which is higher than JACNX's 0.90% expense ratio.
Dividends
JARTX vs. JACNX - Dividend Comparison
JARTX's dividend yield for the trailing twelve months is around 13.01%, more than JACNX's 9.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 9.21% | 11.10% | 11.53% | 7.13% | 0.53% | 9.63% | 1.69% | 11.74% | 8.86% | 7.77% | 3.52% | 2.71% |
JARTX Janus Henderson Forty Fund | 13.01% | 13.65% | 11.51% | 9.10% | 0.06% | 10.26% | 8.38% | 7.05% | 8.95% | 14.50% | 6.57% | 15.93% |
Frequently Asked Questions
JARTX and JACNX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JACNX has higher volatility (7.26%) compared to JARTX (7.04%). In terms of maximum drawdown, JARTX dropped -56.70% vs JACNX's -66.81%.
JACNX currently has the higher Sharpe Ratio (1.00 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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