JAWWX vs. JAGTX
Compare and contrast key facts about Janus Henderson Global Research Fund Class T (JAWWX) and Janus Global Technology and Innovation Fund (JAGTX).
JAWWX is an actively managed fund by Janus Henderson. It was launched on Feb 25, 2005. JAGTX is a passively managed fund by Janus Henderson that tracks the performance of the MSCI All Country World Information Technology Index. It was launched on Dec 31, 1998.
Performance
JAWWX vs. JAGTX - Performance Comparison
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JAWWX vs. JAGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAWWX Janus Henderson Global Research Fund Class T | -5.19% | 20.67% | 23.40% | 26.66% | -19.64% | 17.72% | 20.09% | 28.78% | -6.97% | 26.75% |
JAGTX Janus Global Technology and Innovation Fund | -7.05% | 24.86% | 47.04% | 55.16% | -37.69% | 17.39% | 51.00% | 45.08% | 0.78% | 44.62% |
Returns By Period
In the year-to-date period, JAWWX achieves a -5.19% return, which is significantly higher than JAGTX's -7.05% return. Over the past 10 years, JAWWX has underperformed JAGTX with an annualized return of 12.46%, while JAGTX has yielded a comparatively higher 21.58% annualized return.
JAWWX
- 1D
- 3.06%
- 1M
- -6.02%
- YTD
- -5.19%
- 6M
- -3.55%
- 1Y
- 15.60%
- 3Y*
- 18.07%
- 5Y*
- 10.08%
- 10Y*
- 12.46%
JAGTX
- 1D
- 4.03%
- 1M
- -7.48%
- YTD
- -7.05%
- 6M
- -6.61%
- 1Y
- 27.62%
- 3Y*
- 29.35%
- 5Y*
- 13.04%
- 10Y*
- 21.58%
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JAWWX vs. JAGTX - Expense Ratio Comparison
JAWWX has a 0.87% expense ratio, which is lower than JAGTX's 0.91% expense ratio.
Return for Risk
JAWWX vs. JAGTX — Risk / Return Rank
JAWWX
JAGTX
JAWWX vs. JAGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund Class T (JAWWX) and Janus Global Technology and Innovation Fund (JAGTX). 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.
| JAWWX | JAGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.15 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.72 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.79 | -0.38 |
Martin ratioReturn relative to average drawdown | 6.00 | 6.06 | -0.06 |
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
| JAWWX | JAGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.15 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.49 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.88 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.46 | -0.07 |
Correlation
The correlation between JAWWX and JAGTX 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.
Dividends
JAWWX vs. JAGTX - Dividend Comparison
JAWWX's dividend yield for the trailing twelve months is around 8.47%, less than JAGTX's 14.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAWWX Janus Henderson Global Research Fund Class T | 8.47% | 8.03% | 8.21% | 4.82% | 4.44% | 11.58% | 3.68% | 4.77% | 6.85% | 0.60% | 0.75% | 0.75% |
JAGTX Janus Global Technology and Innovation Fund | 14.73% | 13.69% | 23.66% | 0.78% | 0.00% | 16.05% | 9.00% | 8.62% | 6.56% | 7.50% | 4.85% | 8.12% |
Drawdowns
JAWWX vs. JAGTX - Drawdown Comparison
The maximum JAWWX drawdown since its inception was -76.60%, smaller than the maximum JAGTX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for JAWWX and JAGTX.
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Drawdown Indicators
| JAWWX | JAGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.60% | -84.57% | +7.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -15.95% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -29.05% | -46.52% | +17.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | -46.52% | +11.73% |
Current DrawdownCurrent decline from peak | -8.05% | -12.56% | +4.51% |
Average DrawdownAverage peak-to-trough decline | -26.03% | -40.07% | +14.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 4.70% | -2.03% |
Volatility
JAWWX vs. JAGTX - Volatility Comparison
The current volatility for Janus Henderson Global Research Fund Class T (JAWWX) is 6.01%, while Janus Global Technology and Innovation Fund (JAGTX) has a volatility of 8.31%. This indicates that JAWWX experiences smaller price fluctuations and is considered to be less risky than JAGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAWWX | JAGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 8.31% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 16.28% | -6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.61% | 25.52% | -7.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 26.67% | -9.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 24.60% | -6.63% |