JATTX vs. MASKX
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and iShares Russell 2000 Small-Cap Index Fund (MASKX).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. MASKX is managed by BlackRock. It was launched on Apr 9, 1997.
Performance
JATTX vs. MASKX - Performance Comparison
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JATTX vs. MASKX - 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% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 0.86% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
Returns By Period
In the year-to-date period, JATTX achieves a -1.40% return, which is significantly lower than MASKX's 0.86% return. Over the past 10 years, JATTX has underperformed MASKX with an annualized return of 9.25%, while MASKX has yielded a comparatively higher 9.81% 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%
MASKX
- 1D
- 3.46%
- 1M
- -5.87%
- YTD
- 0.86%
- 6M
- 2.80%
- 1Y
- 25.63%
- 3Y*
- 12.97%
- 5Y*
- 3.39%
- 10Y*
- 9.81%
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JATTX vs. MASKX - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than MASKX's 0.12% expense ratio.
Return for Risk
JATTX vs. MASKX — Risk / Return Rank
JATTX
MASKX
JATTX vs. MASKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and iShares Russell 2000 Small-Cap Index Fund (MASKX). 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 | MASKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.11 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.65 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.80 | -0.66 |
Martin ratioReturn relative to average drawdown | 4.70 | 6.74 | -2.03 |
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 | MASKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.11 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.15 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.42 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.34 | +0.16 |
Correlation
The correlation between JATTX and MASKX is 0.94, 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. MASKX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 11.70%, more than MASKX's 3.11% 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% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.11% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
Drawdowns
JATTX vs. MASKX - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, roughly equal to the maximum MASKX drawdown of -59.06%. Use the drawdown chart below to compare losses from any high point for JATTX and MASKX.
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Drawdown Indicators
| JATTX | MASKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.77% | -59.06% | +1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -13.89% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -31.90% | -31.98% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -41.68% | +1.97% |
Current DrawdownCurrent decline from peak | -7.62% | -7.93% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -11.69% | +2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.71% | -0.52% |
Volatility
JATTX vs. MASKX - Volatility Comparison
Janus Henderson Triton Fund Class T (JATTX) and iShares Russell 2000 Small-Cap Index Fund (MASKX) have volatilities of 7.34% and 7.55%, 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
| JATTX | MASKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 7.55% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.95% | 14.50% | -2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 23.30% | -2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 23.19% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 23.66% | -3.13% |