Correlation
The correlation between JATTX and MASKX is 0.86, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JATTX or MASKX.
Performance
JATTX vs. MASKX - Performance Comparison
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Key characteristics
JATTX:
0.20
MASKX:
0.13
JATTX:
0.32
MASKX:
0.27
JATTX:
1.04
MASKX:
1.03
JATTX:
0.10
MASKX:
0.06
JATTX:
0.33
MASKX:
0.16
JATTX:
7.53%
MASKX:
9.85%
JATTX:
21.10%
MASKX:
24.73%
JATTX:
-57.77%
MASKX:
-59.06%
JATTX:
-11.11%
MASKX:
-14.49%
Returns By Period
In the year-to-date period, JATTX achieves a -3.71% return, which is significantly higher than MASKX's -6.48% return. Over the past 10 years, JATTX has outperformed MASKX with an annualized return of 7.37%, while MASKX has yielded a comparatively lower 6.61% annualized return.
JATTX
-3.71%
3.84%
-10.37%
4.11%
4.23%
6.75%
7.37%
MASKX
-6.48%
5.11%
-13.93%
3.20%
4.70%
9.65%
6.61%
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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.
Risk-Adjusted Performance
JATTX vs. MASKX — Risk-Adjusted Performance Rank
JATTX
MASKX
JATTX vs. MASKX - Risk-Adjusted Performance 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.
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Dividends
JATTX vs. MASKX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 8.04%, more than MASKX's 5.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 8.04% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% | 10.12% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 5.14% | 4.81% | 2.92% | 1.72% | 7.64% | 1.42% | 3.43% | 4.30% | 3.15% | 4.61% | 3.62% | 10.06% |
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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Volatility
JATTX vs. MASKX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 5.37%, while iShares Russell 2000 Small-Cap Index Fund (MASKX) has a volatility of 6.40%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than MASKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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