Correlation
The correlation between JATTX and VISGX is 0.87, 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. VISGX
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small Cap Growth Index Fund (VISGX).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JATTX or VISGX.
Performance
JATTX vs. VISGX - Performance Comparison
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Key characteristics
JATTX:
0.20
VISGX:
0.27
JATTX:
0.32
VISGX:
0.46
JATTX:
1.04
VISGX:
1.06
JATTX:
0.10
VISGX:
0.18
JATTX:
0.33
VISGX:
0.54
JATTX:
7.53%
VISGX:
9.17%
JATTX:
21.10%
VISGX:
24.95%
JATTX:
-57.77%
VISGX:
-58.74%
JATTX:
-11.11%
VISGX:
-12.81%
Returns By Period
In the year-to-date period, JATTX achieves a -3.71% return, which is significantly higher than VISGX's -5.44% return. Both investments have delivered pretty close results over the past 10 years, with JATTX having a 7.37% annualized return and VISGX not far ahead at 7.60%.
JATTX
-3.71%
3.84%
-10.37%
4.11%
4.23%
6.75%
7.37%
VISGX
-5.44%
6.12%
-11.62%
6.58%
7.23%
6.85%
7.60%
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JATTX vs. VISGX - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Risk-Adjusted Performance
JATTX vs. VISGX — Risk-Adjusted Performance Rank
JATTX
VISGX
JATTX vs. VISGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Vanguard Small Cap Growth Index Fund (VISGX). 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. VISGX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 8.04%, more than VISGX's 0.44% 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% |
VISGX Vanguard Small Cap Growth Index Fund | 0.44% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
Drawdowns
JATTX vs. VISGX - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, roughly equal to the maximum VISGX drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for JATTX and VISGX.
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Volatility
JATTX vs. VISGX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class T (JATTX) is 5.37%, while Vanguard Small Cap Growth Index Fund (VISGX) has a volatility of 6.29%. This indicates that JATTX experiences smaller price fluctuations and is considered to be less risky than VISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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