JGLTX vs. SWLGX

In the year-to-date period, JGLTX achieves a -2.18% return, which is significantly higher than SWLGX's -6.35% return.

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JGLTX has a 0.72% expense ratio, which is higher than SWLGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 0.44, which is comparable to the SWLGX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of JGLTX and SWLGX, 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 SWLGX's dividend yield for the trailing twelve months is around 0.56%.

The maximum JGLTX drawdown since its inception was -79.71%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for JGLTX and SWLGX. For additional features, visit the drawdowns tool.

Janus Henderson VIT Global Technology and Innovation Portfolio (JGLTX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 8.64% and 8.36%, 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.