JATTX vs. JNGTX
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. JNGTX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
JATTX vs. JNGTX - Performance Comparison
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JATTX vs. JNGTX - 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% |
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | -5.22% | 25.00% | 32.34% | 55.33% | -37.63% | 17.53% | 51.18% | 45.15% | 0.92% | 44.69% |
Returns By Period
In the year-to-date period, JATTX achieves a -0.43% return, which is significantly higher than JNGTX's -5.22% return. Over the past 10 years, JATTX has underperformed JNGTX with an annualized return of 9.36%, while JNGTX has yielded a comparatively higher 20.64% 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%
JNGTX
- 1D
- 1.94%
- 1M
- -2.99%
- YTD
- -5.22%
- 6M
- -5.40%
- 1Y
- 29.27%
- 3Y*
- 25.79%
- 5Y*
- 11.21%
- 10Y*
- 20.64%
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JATTX vs. JNGTX - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than JNGTX's 0.79% expense ratio.
Return for Risk
JATTX vs. JNGTX — Risk / Return Rank
JATTX
JNGTX
JATTX vs. JNGTX - 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 D (JNGTX). 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 | JNGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.19 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.77 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.00 | -0.71 |
Martin ratioReturn relative to average drawdown | 5.33 | 6.74 | -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 | JNGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.19 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.43 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.85 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.44 | +0.06 |
Correlation
The correlation between JATTX and JNGTX 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. JNGTX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 11.59%, less than JNGTX's 14.16% 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% |
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | 14.16% | 13.42% | 11.65% | 0.77% | 0.00% | 15.86% | 8.99% | 8.55% | 6.61% | 7.47% | 4.83% | 7.75% |
Drawdowns
JATTX vs. JNGTX - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, smaller than the maximum JNGTX drawdown of -84.79%. Use the drawdown chart below to compare losses from any high point for JATTX and JNGTX.
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Drawdown Indicators
| JATTX | JNGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.77% | -84.79% | +27.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -15.93% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -31.90% | -46.46% | +14.56% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -46.46% | +6.75% |
Current DrawdownCurrent decline from peak | -6.71% | -10.85% | +4.14% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -40.46% | +31.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 4.74% | -1.52% |
Volatility
JATTX vs. JNGTX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 7.33%, while Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) has a volatility of 8.21%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than JNGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JATTX | JNGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 8.21% | -0.88% |
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% | 25.56% | -5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.51% | 26.27% | -6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 24.40% | -3.87% |