JATTX vs. JATIX
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
JATTX vs. JATIX - Performance Comparison
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JATTX vs. JATIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | -1.40% | 9.54% | 10.30% | 14.52% | -23.75% | 6.63% | 28.41% | 28.30% | -5.25% | 26.90% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -7.02% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
Returns By Period
In the year-to-date period, JATTX achieves a -1.40% return, which is significantly higher than JATIX's -7.02% return. Over the past 10 years, JATTX has underperformed JATIX with an annualized return of 9.25%, while JATIX has yielded a comparatively higher 20.47% annualized return.
JATTX
- 1D
- 3.90%
- 1M
- -6.19%
- YTD
- -1.40%
- 6M
- 3.56%
- 1Y
- 16.18%
- 3Y*
- 8.63%
- 5Y*
- 1.65%
- 10Y*
- 9.25%
JATIX
- 1D
- 4.04%
- 1M
- -7.48%
- YTD
- -7.02%
- 6M
- -6.54%
- 1Y
- 27.80%
- 3Y*
- 25.03%
- 5Y*
- 10.82%
- 10Y*
- 20.47%
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JATTX vs. JATIX - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than JATIX's 0.76% expense ratio.
Return for Risk
JATTX vs. JATIX — Risk / Return Rank
JATTX
JATIX
JATTX vs. JATIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX). 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 | JATIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.16 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.73 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.80 | -0.66 |
Martin ratioReturn relative to average drawdown | 4.70 | 6.11 | -1.41 |
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 | JATIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.16 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.41 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.84 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.85 | -0.35 |
Correlation
The correlation between JATTX and JATIX is 0.82, 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. JATIX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 11.70%, less than JATIX's 14.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 11.70% | 11.54% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 14.18% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
Drawdowns
JATTX vs. JATIX - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, which is greater than JATIX's maximum drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for JATTX and JATIX.
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Drawdown Indicators
| JATTX | JATIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.77% | -46.43% | -11.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -15.94% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -31.90% | -46.43% | +14.53% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -46.43% | +6.72% |
Current DrawdownCurrent decline from peak | -7.62% | -12.54% | +4.92% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -6.78% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 4.69% | -1.50% |
Volatility
JATTX vs. JATIX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 7.34%, while Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a volatility of 8.32%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than JATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JATTX | JATIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 8.32% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.95% | 16.28% | -4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 25.51% | -5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 26.26% | -6.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 24.38% | -3.85% |