JMUIX vs. JATIX
Compare and contrast key facts about Janus Henderson Multi-Sector Income Fund (JMUIX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX).
JMUIX is managed by Janus Henderson. It was launched on Feb 27, 2014. JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
JMUIX vs. JATIX - Performance Comparison
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JMUIX vs. JATIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMUIX Janus Henderson Multi-Sector Income Fund | -1.21% | 9.63% | 7.01% | 10.39% | -11.91% | 3.26% | 5.48% | 11.21% | 0.65% | 6.57% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -10.63% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
Returns By Period
In the year-to-date period, JMUIX achieves a -1.21% return, which is significantly higher than JATIX's -10.63% return. Over the past 10 years, JMUIX has underperformed JATIX with an annualized return of 4.54%, while JATIX has yielded a comparatively higher 19.99% annualized return.
JMUIX
- 1D
- 0.23%
- 1M
- -2.27%
- YTD
- -1.21%
- 6M
- 0.73%
- 1Y
- 6.08%
- 3Y*
- 7.34%
- 5Y*
- 2.83%
- 10Y*
- 4.54%
JATIX
- 1D
- -1.42%
- 1M
- -10.86%
- YTD
- -10.63%
- 6M
- -9.83%
- 1Y
- 24.41%
- 3Y*
- 23.38%
- 5Y*
- 10.59%
- 10Y*
- 19.99%
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JMUIX vs. JATIX - Expense Ratio Comparison
JMUIX has a 0.69% expense ratio, which is lower than JATIX's 0.76% expense ratio.
Return for Risk
JMUIX vs. JATIX — Risk / Return Rank
JMUIX
JATIX
JMUIX vs. JATIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Multi-Sector Income Fund (JMUIX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX). 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.
| JMUIX | JATIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 0.94 | +1.05 |
Sortino ratioReturn per unit of downside risk | 3.13 | 1.45 | +1.68 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.20 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.27 | +1.43 |
Martin ratioReturn relative to average drawdown | 11.21 | 4.39 | +6.82 |
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
| JMUIX | JATIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 0.94 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.41 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.14 | 0.82 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.83 | +0.29 |
Correlation
The correlation between JMUIX and JATIX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JMUIX vs. JATIX - Dividend Comparison
JMUIX's dividend yield for the trailing twelve months is around 6.09%, less than JATIX's 14.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUIX Janus Henderson Multi-Sector Income Fund | 6.09% | 6.57% | 7.00% | 6.66% | 5.15% | 4.25% | 4.62% | 4.99% | 4.69% | 5.66% | 5.16% | 4.86% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 14.75% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
Drawdowns
JMUIX vs. JATIX - Drawdown Comparison
The maximum JMUIX drawdown since its inception was -16.09%, smaller than the maximum JATIX drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for JMUIX and JATIX.
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Drawdown Indicators
| JMUIX | JATIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.09% | -46.43% | +30.34% |
Max Drawdown (1Y)Largest decline over 1 year | -2.50% | -15.94% | +13.44% |
Max Drawdown (5Y)Largest decline over 5 years | -15.99% | -46.43% | +30.44% |
Max Drawdown (10Y)Largest decline over 10 years | -16.09% | -46.43% | +30.34% |
Current DrawdownCurrent decline from peak | -2.27% | -15.94% | +13.67% |
Average DrawdownAverage peak-to-trough decline | -2.15% | -6.77% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 4.62% | -4.02% |
Volatility
JMUIX vs. JATIX - Volatility Comparison
The current volatility for Janus Henderson Multi-Sector Income Fund (JMUIX) is 1.29%, while Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a volatility of 7.01%. This indicates that JMUIX experiences smaller price fluctuations and is considered to be less risky than JATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMUIX | JATIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 7.01% | -5.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.12% | 15.77% | -13.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.34% | 25.26% | -21.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.37% | 26.21% | -21.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.01% | 24.35% | -20.34% |