JFNAX vs. SHSSX
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Health Sciences Opportunities Fund Class Institutional (SHSSX).
JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000.
Performance
JFNAX vs. SHSSX - Performance Comparison
Loading graphics...
JFNAX vs. SHSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | -3.77% | 24.61% | 3.41% | 7.35% | -2.86% | 6.59% | 25.42% | 28.98% | 4.00% | 22.35% |
SHSSX Health Sciences Opportunities Fund Class Institutional | -4.56% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | 8.24% | 25.02% |
Returns By Period
In the year-to-date period, JFNAX achieves a -3.77% return, which is significantly higher than SHSSX's -4.56% return. Over the past 10 years, JFNAX has outperformed SHSSX with an annualized return of 10.96%, while SHSSX has yielded a comparatively lower 10.24% annualized return.
JFNAX
- 1D
- 3.08%
- 1M
- -5.56%
- YTD
- -3.77%
- 6M
- 11.78%
- 1Y
- 21.47%
- 3Y*
- 10.49%
- 5Y*
- 7.15%
- 10Y*
- 10.96%
SHSSX
- 1D
- 2.49%
- 1M
- -6.00%
- YTD
- -4.56%
- 6M
- 4.46%
- 1Y
- 8.75%
- 3Y*
- 7.04%
- 5Y*
- 4.75%
- 10Y*
- 10.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JFNAX vs. SHSSX - Expense Ratio Comparison
JFNAX has a 0.98% expense ratio, which is higher than SHSSX's 0.84% expense ratio.
Return for Risk
JFNAX vs. SHSSX — Risk / Return Rank
JFNAX
SHSSX
JFNAX vs. SHSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Health Sciences Opportunities Fund Class Institutional (SHSSX). 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.
| JFNAX | SHSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.42 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.52 | 0.70 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.75 | +1.03 |
Martin ratioReturn relative to average drawdown | 4.89 | 1.75 | +3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JFNAX | SHSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.42 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.62 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.69 | +0.14 |
Correlation
The correlation between JFNAX and SHSSX is 0.94, 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
JFNAX vs. SHSSX - Dividend Comparison
JFNAX's dividend yield for the trailing twelve months is around 4.73%, less than SHSSX's 10.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | 4.73% | 4.56% | 5.74% | 4.28% | 0.08% | 9.90% | 7.82% | 6.18% | 13.55% | 1.03% | 0.97% | 8.93% |
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.38% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
Drawdowns
JFNAX vs. SHSSX - Drawdown Comparison
The maximum JFNAX drawdown since its inception was -31.07%, smaller than the maximum SHSSX drawdown of -35.40%. Use the drawdown chart below to compare losses from any high point for JFNAX and SHSSX.
Loading graphics...
Drawdown Indicators
| JFNAX | SHSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.07% | -35.40% | +4.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -9.83% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.29% | -17.90% | -4.39% |
Max Drawdown (10Y)Largest decline over 10 years | -27.39% | -28.34% | +0.95% |
Current DrawdownCurrent decline from peak | -6.65% | -7.31% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -5.98% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 4.20% | -0.57% |
Volatility
JFNAX vs. SHSSX - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class A (JFNAX) has a higher volatility of 6.00% compared to Health Sciences Opportunities Fund Class Institutional (SHSSX) at 5.42%. This indicates that JFNAX's price experiences larger fluctuations and is considered to be riskier than SHSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JFNAX | SHSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.42% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 10.02% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 16.47% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 14.23% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 16.54% | +0.87% |