JARTX vs. JANFX
Compare and contrast key facts about Janus Henderson Forty Fund (JARTX) and Janus Henderson Flexible Bond Fund (JANFX).
JARTX is managed by Janus Henderson. It was launched on May 1, 1997. JANFX is managed by Janus Henderson. It was launched on Jul 7, 1987.
Performance
JARTX vs. JANFX - Performance Comparison
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JARTX vs. JANFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | -16.07% | 17.88% | 27.76% | 39.50% | -33.81% | 22.30% | 38.69% | 36.30% | 1.10% | 29.05% |
JANFX Janus Henderson Flexible Bond Fund | -0.86% | 7.63% | 1.95% | 5.11% | -13.76% | -0.85% | 10.82% | 9.50% | -0.96% | 3.56% |
Returns By Period
In the year-to-date period, JARTX achieves a -16.07% return, which is significantly lower than JANFX's -0.86% return. Over the past 10 years, JARTX has outperformed JANFX with an annualized return of 13.90%, while JANFX has yielded a comparatively lower 2.02% annualized return.
JARTX
- 1D
- -0.49%
- 1M
- -8.91%
- YTD
- -16.07%
- 6M
- -15.92%
- 1Y
- 8.52%
- 3Y*
- 15.66%
- 5Y*
- 7.00%
- 10Y*
- 13.90%
JANFX
- 1D
- 0.54%
- 1M
- -2.63%
- YTD
- -0.86%
- 6M
- 0.32%
- 1Y
- 3.86%
- 3Y*
- 3.55%
- 5Y*
- 0.23%
- 10Y*
- 2.02%
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JARTX vs. JANFX - Expense Ratio Comparison
JARTX has a 1.20% expense ratio, which is higher than JANFX's 0.57% expense ratio.
Return for Risk
JARTX vs. JANFX — Risk / Return Rank
JARTX
JANFX
JARTX vs. JANFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and Janus Henderson Flexible Bond Fund (JANFX). 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.
| JARTX | JANFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.96 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.39 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.17 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.53 | -1.28 |
Martin ratioReturn relative to average drawdown | 0.87 | 4.88 | -4.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JARTX | JANFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.96 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.04 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.41 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.31 | +0.23 |
Correlation
The correlation between JARTX and JANFX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JARTX vs. JANFX - Dividend Comparison
JARTX's dividend yield for the trailing twelve months is around 16.27%, more than JANFX's 4.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | 16.27% | 13.65% | 11.51% | 9.10% | 0.06% | 10.26% | 8.38% | 7.05% | 8.95% | 14.50% | 6.57% | 15.93% |
JANFX Janus Henderson Flexible Bond Fund | 4.36% | 4.72% | 4.99% | 3.42% | 2.70% | 1.99% | 2.45% | 2.96% | 3.10% | 2.92% | 2.73% | 2.62% |
Drawdowns
JARTX vs. JANFX - Drawdown Comparison
The maximum JARTX drawdown since its inception was -56.70%, which is greater than JANFX's maximum drawdown of -24.46%. Use the drawdown chart below to compare losses from any high point for JARTX and JANFX.
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Drawdown Indicators
| JARTX | JANFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -24.46% | -32.24% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -3.15% | -16.04% |
Max Drawdown (5Y)Largest decline over 5 years | -41.09% | -18.61% | -22.48% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -18.61% | -22.48% |
Current DrawdownCurrent decline from peak | -19.19% | -2.63% | -16.56% |
Average DrawdownAverage peak-to-trough decline | -16.91% | -5.54% | -11.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 0.99% | +4.54% |
Volatility
JARTX vs. JANFX - Volatility Comparison
Janus Henderson Forty Fund (JARTX) has a higher volatility of 6.14% compared to Janus Henderson Flexible Bond Fund (JANFX) at 1.63%. This indicates that JARTX's price experiences larger fluctuations and is considered to be riskier than JANFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JARTX | JANFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 1.63% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 2.55% | +10.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.54% | 4.45% | +18.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.90% | 6.07% | +15.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.33% | 4.99% | +16.34% |