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JAWWX vs. VT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JAWWX vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Global Research Fund Class T (JAWWX) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

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JAWWX vs. VT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JAWWX
Janus Henderson Global Research Fund Class T
-8.00%20.67%23.40%26.66%-19.64%17.72%20.09%28.78%-6.97%26.75%
VT
Vanguard Total World Stock ETF
-1.71%22.43%16.49%22.02%-18.00%18.27%16.59%26.81%-9.76%24.50%

Returns By Period

In the year-to-date period, JAWWX achieves a -8.00% return, which is significantly lower than VT's -1.71% return. Both investments have delivered pretty close results over the past 10 years, with JAWWX having a 12.12% annualized return and VT not far behind at 11.53%.


JAWWX

1D
-0.42%
1M
-9.22%
YTD
-8.00%
6M
-6.06%
1Y
12.74%
3Y*
16.89%
5Y*
9.76%
10Y*
12.12%

VT

1D
3.08%
1M
-6.22%
YTD
-1.71%
6M
1.42%
1Y
21.53%
3Y*
16.86%
5Y*
9.22%
10Y*
11.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JAWWX vs. VT - Expense Ratio Comparison

JAWWX has a 0.87% expense ratio, which is higher than VT's 0.06% expense ratio.


Return for Risk

JAWWX vs. VT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JAWWX
JAWWX Risk / Return Rank: 3333
Overall Rank
JAWWX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
JAWWX Sortino Ratio Rank: 3232
Sortino Ratio Rank
JAWWX Omega Ratio Rank: 3434
Omega Ratio Rank
JAWWX Calmar Ratio Rank: 3232
Calmar Ratio Rank
JAWWX Martin Ratio Rank: 3737
Martin Ratio Rank

VT
VT Risk / Return Rank: 7777
Overall Rank
VT Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VT Sortino Ratio Rank: 7676
Sortino Ratio Rank
VT Omega Ratio Rank: 7777
Omega Ratio Rank
VT Calmar Ratio Rank: 7575
Calmar Ratio Rank
VT Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JAWWX vs. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund Class T (JAWWX) and Vanguard Total World Stock ETF (VT). 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.


JAWWXVTDifference

Sharpe ratio

Return per unit of total volatility

0.73

1.25

-0.52

Sortino ratio

Return per unit of downside risk

1.14

1.84

-0.70

Omega ratio

Gain probability vs. loss probability

1.17

1.27

-0.10

Calmar ratio

Return relative to maximum drawdown

0.91

1.83

-0.92

Martin ratio

Return relative to average drawdown

3.96

8.51

-4.55

JAWWX vs. VT - Sharpe Ratio Comparison

The current JAWWX Sharpe Ratio is 0.73, which is lower than the VT Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of JAWWX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JAWWXVTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.73

1.25

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.58

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.67

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.40

-0.02

Correlation

The correlation between JAWWX and VT is 0.95, 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. VT - Dividend Comparison

JAWWX's dividend yield for the trailing twelve months is around 8.73%, more than VT's 1.82% yield.


TTM20252024202320222021202020192018201720162015
JAWWX
Janus Henderson Global Research Fund Class T
8.73%8.03%8.21%4.82%4.44%11.58%3.68%4.77%6.85%0.60%0.75%0.75%
VT
Vanguard Total World Stock ETF
1.82%1.82%1.95%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%

Drawdowns

JAWWX vs. VT - Drawdown Comparison

The maximum JAWWX drawdown since its inception was -76.60%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for JAWWX and VT.


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Drawdown Indicators


JAWWXVTDifference

Max Drawdown

Largest peak-to-trough decline

-76.60%

-50.27%

-26.33%

Max Drawdown (1Y)

Largest decline over 1 year

-11.44%

-11.84%

+0.40%

Max Drawdown (5Y)

Largest decline over 5 years

-29.05%

-26.38%

-2.67%

Max Drawdown (10Y)

Largest decline over 10 years

-34.79%

-34.24%

-0.55%

Current Drawdown

Current decline from peak

-10.78%

-6.89%

-3.89%

Average Drawdown

Average peak-to-trough decline

-26.03%

-7.08%

-18.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.63%

2.55%

+0.08%

Volatility

JAWWX vs. VT - Volatility Comparison

The current volatility for Janus Henderson Global Research Fund Class T (JAWWX) is 4.91%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that JAWWX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JAWWXVTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.91%

6.33%

-1.42%

Volatility (6M)

Calculated over the trailing 6-month period

9.31%

9.95%

-0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

17.38%

17.24%

+0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.36%

15.98%

+1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.95%

17.20%

+0.75%