JGMNX vs. NEAGX
Compare and contrast key facts about Janus Henderson Triton Fund Class N (JGMNX) and Needham Aggressive Growth Fund (NEAGX).
JGMNX is a passively managed fund by Janus Henderson that tracks the performance of the Russell 2000 Growth Index. It was launched on May 31, 2012. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
JGMNX vs. NEAGX - Performance Comparison
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JGMNX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGMNX Janus Henderson Triton Fund Class N | -1.36% | 9.78% | 10.55% | 14.83% | -23.56% | 6.88% | 28.75% | 28.60% | -5.03% | 27.24% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
Returns By Period
In the year-to-date period, JGMNX achieves a -1.36% return, which is significantly lower than NEAGX's 11.92% return. Over the past 10 years, JGMNX has underperformed NEAGX with an annualized return of 9.51%, while NEAGX has yielded a comparatively higher 18.04% annualized return.
JGMNX
- 1D
- 3.90%
- 1M
- -6.17%
- YTD
- -1.36%
- 6M
- 3.66%
- 1Y
- 16.46%
- 3Y*
- 8.88%
- 5Y*
- 1.89%
- 10Y*
- 9.51%
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
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JGMNX vs. NEAGX - Expense Ratio Comparison
JGMNX has a 0.67% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
JGMNX vs. NEAGX — Risk / Return Rank
JGMNX
NEAGX
JGMNX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class N (JGMNX) and Needham Aggressive Growth Fund (NEAGX). 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.
| JGMNX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 2.14 | -1.34 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.71 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 4.27 | -3.11 |
Martin ratioReturn relative to average drawdown | 4.81 | 15.19 | -10.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JGMNX | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 2.14 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.62 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.76 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.59 | -0.04 |
Correlation
The correlation between JGMNX and NEAGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JGMNX vs. NEAGX - Dividend Comparison
JGMNX's dividend yield for the trailing twelve months is around 11.01%, more than NEAGX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGMNX Janus Henderson Triton Fund Class N | 11.01% | 10.86% | 7.35% | 6.96% | 6.10% | 19.99% | 4.06% | 4.20% | 7.41% | 5.03% | 2.96% | 7.71% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
JGMNX vs. NEAGX - Drawdown Comparison
The maximum JGMNX drawdown since its inception was -39.72%, roughly equal to the maximum NEAGX drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for JGMNX and NEAGX.
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Drawdown Indicators
| JGMNX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.72% | -41.80% | +2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -14.01% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -31.74% | -36.31% | +4.57% |
Max Drawdown (10Y)Largest decline over 10 years | -39.72% | -36.31% | -3.41% |
Current DrawdownCurrent decline from peak | -7.56% | -7.75% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -7.20% | -8.72% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.93% | -0.76% |
Volatility
JGMNX vs. NEAGX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund Class N (JGMNX) is 7.35%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 11.64%. This indicates that JGMNX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGMNX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 11.64% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 19.84% | -7.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 28.93% | -8.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.50% | 24.33% | -4.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 23.90% | -3.37% |