JFNAX vs. SOXX
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and iShares PHLX Semiconductor ETF (SOXX).
JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFNAX or SOXX.
Correlation
The correlation between JFNAX and SOXX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JFNAX vs. SOXX - Performance Comparison
Key characteristics
JFNAX:
0.15
SOXX:
0.51
JFNAX:
0.29
SOXX:
0.90
JFNAX:
1.04
SOXX:
1.11
JFNAX:
0.12
SOXX:
0.71
JFNAX:
0.45
SOXX:
1.55
JFNAX:
4.68%
SOXX:
11.40%
JFNAX:
13.66%
SOXX:
34.67%
JFNAX:
-36.53%
SOXX:
-70.21%
JFNAX:
-16.79%
SOXX:
-16.30%
Returns By Period
In the year-to-date period, JFNAX achieves a -0.68% return, which is significantly lower than SOXX's 15.98% return. Over the past 10 years, JFNAX has underperformed SOXX with an annualized return of 2.81%, while SOXX has yielded a comparatively higher 22.95% annualized return.
JFNAX
-0.68%
-9.54%
-10.55%
1.18%
2.40%
2.81%
SOXX
15.98%
2.54%
-8.42%
17.24%
22.51%
22.95%
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. SOXX - Expense Ratio Comparison
JFNAX has a 0.98% expense ratio, which is higher than SOXX's 0.46% expense ratio.
Risk-Adjusted Performance
JFNAX vs. SOXX - 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 PHLX Semiconductor ETF (SOXX). 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.
Dividends
JFNAX vs. SOXX - Dividend Comparison
JFNAX has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.65%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | 0.00% | 0.05% | 0.07% | 1.12% | 0.94% | 0.67% | 0.00% | 0.13% | 0.06% | 0.27% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.65% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% | 1.18% |
Drawdowns
JFNAX vs. SOXX - Drawdown Comparison
The maximum JFNAX drawdown since its inception was -36.53%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for JFNAX and SOXX. For additional features, visit the drawdowns tool.
Volatility
JFNAX vs. SOXX - Volatility Comparison
The current volatility for Janus Henderson Global Life Sciences Fund Class A (JFNAX) is 6.23%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 8.71%. This indicates that JFNAX experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.