JGLTX vs. QQQ

In the year-to-date period, JGLTX achieves a 4.12% return, which is significantly higher than QQQ's 1.69% return. Both investments have delivered pretty close results over the past 10 years, with JGLTX having a 17.97% annualized return and QQQ not far behind at 17.69%.

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JGLTX has a 0.72% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Invesco QQQ (QQQ). 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 JGLTX Sharpe Ratio is 0.56, which is comparable to the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of JGLTX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JGLTX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.

The maximum JGLTX drawdown since its inception was -79.71%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for JGLTX and QQQ.

Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Invesco QQQ (QQQ) have volatilities of 5.90% and 5.62%, 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.