JATTX vs. VBR

In the year-to-date period, JATTX achieves a 0.34% return, which is significantly higher than VBR's -0.25% return. Over the past 10 years, JATTX has underperformed VBR with an annualized return of 0.64%, while VBR has yielded a comparatively higher 8.37% annualized return.

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JATTX has a 0.91% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small-Cap Value ETF (VBR). 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 0.09, which is lower than the VBR Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of JATTX and VBR, 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 has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.98%.

The maximum JATTX drawdown since its inception was -62.76%, roughly equal to the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for JATTX and VBR. For additional features, visit the drawdowns tool.

Janus Henderson Triton Fund Class T (JATTX) has a higher volatility of 3.97% compared to Vanguard Small-Cap Value ETF (VBR) at 3.71%. This indicates that JATTX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.