JATTX vs. VB

In the year-to-date period, JATTX achieves a -3.71% return, which is significantly higher than VB's -4.30% return. Over the past 10 years, JATTX has underperformed VB with an annualized return of 7.37%, while VB has yielded a comparatively higher 8.05% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JATTX has a 0.91% expense ratio, which is higher than VB's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small-Cap ETF (VB). 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.

The current JATTX Sharpe Ratio is 0.20, which is comparable to the VB Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of JATTX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JATTX's dividend yield for the trailing twelve months is around 8.04%, more than VB's 1.47% yield.

The maximum JATTX drawdown since its inception was -57.77%, roughly equal to the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for JATTX and VB.

The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 5.37%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.27%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.