JFNAX vs. SOXX

In the year-to-date period, JFNAX achieves a -4.76% return, which is significantly higher than SOXX's -9.89% return. Over the past 10 years, JFNAX has underperformed SOXX with an annualized return of 0.80%, while SOXX has yielded a comparatively higher 21.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JFNAX has a 0.98% expense ratio, which is higher than SOXX's 0.46% expense ratio.

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.

The current JFNAX Sharpe Ratio is -0.70, which is lower than the SOXX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of JFNAX and SOXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JFNAX's dividend yield for the trailing twelve months is around 6.03%, more than SOXX's 0.76% yield.

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.

The current volatility for Janus Henderson Global Life Sciences Fund Class A (JFNAX) is 7.21%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 13.16%. 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.