JFNAX vs. VGT

In the year-to-date period, JFNAX achieves a -5.36% return, which is significantly lower than VGT's -2.36% return. Over the past 10 years, JFNAX has underperformed VGT with an annualized return of 6.03%, while VGT has yielded a comparatively higher 19.78% annualized return.

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JFNAX has a 0.98% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard Information Technology ETF (VGT). 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 -0.44, which is lower than the VGT Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of JFNAX and VGT, 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 6.07%, more than VGT's 0.53% yield.

The maximum JFNAX drawdown since its inception was -30.89%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for JFNAX and VGT.

Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard Information Technology ETF (VGT) have volatilities of 7.03% and 6.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.