JATTX vs. JAGTX
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Janus Global Technology and Innovation Fund (JAGTX).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. JAGTX is a passively managed fund by Janus Henderson that tracks the performance of the MSCI All Country World Information Technology Index. It was launched on Dec 31, 1998.
Performance
JATTX vs. JAGTX - Performance Comparison
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JATTX vs. JAGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | -0.43% | 9.54% | 10.30% | 14.52% | -23.75% | 6.63% | 28.41% | 28.30% | -5.25% | 26.90% |
JAGTX Janus Global Technology and Innovation Fund | -5.25% | 24.86% | 47.04% | 55.16% | -37.69% | 17.39% | 51.00% | 45.08% | 0.78% | 44.62% |
Returns By Period
In the year-to-date period, JATTX achieves a -0.43% return, which is significantly higher than JAGTX's -5.25% return. Over the past 10 years, JATTX has underperformed JAGTX with an annualized return of 9.36%, while JAGTX has yielded a comparatively higher 21.81% annualized return.
JATTX
- 1D
- 0.99%
- 1M
- -3.83%
- YTD
- -0.43%
- 6M
- 3.94%
- 1Y
- 15.38%
- 3Y*
- 8.98%
- 5Y*
- 1.85%
- 10Y*
- 9.36%
JAGTX
- 1D
- 1.93%
- 1M
- -3.02%
- YTD
- -5.25%
- 6M
- -5.46%
- 1Y
- 29.09%
- 3Y*
- 30.18%
- 5Y*
- 13.47%
- 10Y*
- 21.81%
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JATTX vs. JAGTX - Expense Ratio Comparison
Both JATTX and JAGTX have an expense ratio of 0.91%.
Return for Risk
JATTX vs. JAGTX — Risk / Return Rank
JATTX
JAGTX
JATTX vs. JAGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Janus Global Technology and Innovation Fund (JAGTX). 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.
| JATTX | JAGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.18 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.76 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.99 | -0.69 |
Martin ratioReturn relative to average drawdown | 5.33 | 6.69 | -1.36 |
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
| JATTX | JAGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.18 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.51 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.89 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.46 | +0.04 |
Correlation
The correlation between JATTX and JAGTX is 0.84, 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.
Dividends
JATTX vs. JAGTX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 11.59%, less than JAGTX's 14.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 11.59% | 11.54% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% |
JAGTX Janus Global Technology and Innovation Fund | 14.45% | 13.69% | 23.66% | 0.78% | 0.00% | 16.05% | 9.00% | 8.62% | 6.56% | 7.50% | 4.85% | 8.12% |
Drawdowns
JATTX vs. JAGTX - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, smaller than the maximum JAGTX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for JATTX and JAGTX.
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Drawdown Indicators
| JATTX | JAGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.77% | -84.57% | +26.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -15.95% | +4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -31.90% | -46.52% | +14.62% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -46.52% | +6.81% |
Current DrawdownCurrent decline from peak | -6.71% | -10.87% | +4.16% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -40.06% | +31.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 4.75% | -1.53% |
Volatility
JATTX vs. JAGTX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 7.33%, while Janus Global Technology and Innovation Fund (JAGTX) has a volatility of 8.20%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than JAGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JATTX | JAGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 8.20% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.98% | 16.39% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 25.57% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.51% | 26.65% | -7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 24.60% | -4.07% |