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JFNAX vs. IBB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

JFNAX vs. IBB

Last updated May 12, 2025

Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and iShares Nasdaq Biotechnology ETF (IBB).

JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. IBB is a passively managed fund by iShares that tracks the performance of the NASDAQ Biotechnology Index. It was launched on Feb 5, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFNAX or IBB.

Correlation

The correlation between JFNAX and IBB is 0.80, 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.

Performance

JFNAX vs. IBB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Global Life Sciences Fund Class A (JFNAX) and iShares Nasdaq Biotechnology ETF (IBB). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

JFNAX:

24.60%

IBB:

45.44%

Max Drawdown

JFNAX:

-5.53%

IBB:

-7.33%

Current Drawdown

JFNAX:

-5.53%

IBB:

-7.33%

Returns By Period

JFNAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IBB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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JFNAX vs. IBB - Expense Ratio Comparison

JFNAX has a 0.98% expense ratio, which is higher than IBB's 0.47% expense ratio.

JFNAX
Janus Henderson Global Life Sciences Fund Class A
IBB
iShares Nasdaq Biotechnology ETF

Risk-Adjusted Performance

JFNAX vs. IBB — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JFNAX
The Risk-Adjusted Performance Rank of JFNAX is 22
Overall Rank
The Sharpe Ratio Rank of JFNAX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of JFNAX is 11
Sortino Ratio Rank
The Omega Ratio Rank of JFNAX is 22
Omega Ratio Rank
The Calmar Ratio Rank of JFNAX is 22
Calmar Ratio Rank
The Martin Ratio Rank of JFNAX is 33
Martin Ratio Rank
IBB
The Risk-Adjusted Performance Rank of IBB is 44
Overall Rank
The Sharpe Ratio Rank of IBB is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IBB is 44
Sortino Ratio Rank
The Omega Ratio Rank of IBB is 44
Omega Ratio Rank
The Calmar Ratio Rank of IBB is 55
Calmar Ratio Rank
The Martin Ratio Rank of IBB is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JFNAX vs. IBB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class A (JFNAX) and iShares Nasdaq Biotechnology ETF (IBB). 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

JFNAX vs. IBB - Dividend Comparison

JFNAX's dividend yield for the trailing twelve months is around 0.14%, less than IBB's 0.33% yield.

TTM20242023202220212020201920182017201620152014
JFNAX
Janus Henderson Global Life Sciences Fund Class A		0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBB
iShares Nasdaq Biotechnology ETF		0.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

JFNAX vs. IBB - Drawdown Comparison

The maximum JFNAX drawdown since its inception was -5.53%, smaller than the maximum IBB drawdown of -7.33%. Use the drawdown chart below to compare losses from any high point for JFNAX and IBB. For additional features, visit the drawdowns tool.

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Volatility

JFNAX vs. IBB - Volatility Comparison

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