JMUIX vs. PONAX
Compare and contrast key facts about Janus Henderson Multi-Sector Income Fund (JMUIX) and PIMCO Income Fund Class A (PONAX).
JMUIX is managed by Janus Henderson. It was launched on Feb 27, 2014. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
JMUIX vs. PONAX - Performance Comparison
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JMUIX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMUIX Janus Henderson Multi-Sector Income Fund | -0.86% | 9.63% | 7.01% | 10.39% | -11.91% | 3.26% | 5.48% | 11.21% | 0.65% | 6.57% |
PONAX PIMCO Income Fund Class A | -1.05% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, JMUIX achieves a -0.86% return, which is significantly higher than PONAX's -1.05% return. Over the past 10 years, JMUIX has outperformed PONAX with an annualized return of 4.58%, while PONAX has yielded a comparatively lower 4.29% annualized return.
JMUIX
- 1D
- 0.35%
- 1M
- -1.60%
- YTD
- -0.86%
- 6M
- 0.96%
- 1Y
- 6.32%
- 3Y*
- 7.47%
- 5Y*
- 2.88%
- 10Y*
- 4.58%
PONAX
- 1D
- 0.37%
- 1M
- -2.36%
- YTD
- -1.05%
- 6M
- 1.17%
- 1Y
- 5.88%
- 3Y*
- 6.92%
- 5Y*
- 3.04%
- 10Y*
- 4.29%
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JMUIX vs. PONAX - Expense Ratio Comparison
JMUIX has a 0.69% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
JMUIX vs. PONAX — Risk / Return Rank
JMUIX
PONAX
JMUIX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Multi-Sector Income Fund (JMUIX) and PIMCO Income Fund Class A (PONAX). 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 | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 1.45 | +0.50 |
Sortino ratioReturn per unit of downside risk | 3.05 | 2.07 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.27 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.80 | 1.89 | +0.91 |
Martin ratioReturn relative to average drawdown | 11.39 | 7.46 | +3.93 |
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 | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 1.45 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.65 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.15 | 1.04 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 1.48 | -0.35 |
Correlation
The correlation between JMUIX and PONAX is 0.73, 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
JMUIX vs. PONAX - Dividend Comparison
JMUIX's dividend yield for the trailing twelve months is around 6.07%, more than PONAX's 5.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUIX Janus Henderson Multi-Sector Income Fund | 6.07% | 6.57% | 7.00% | 6.66% | 5.15% | 4.25% | 4.62% | 4.99% | 4.69% | 5.66% | 5.16% | 4.86% |
PONAX PIMCO Income Fund Class A | 5.18% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
JMUIX vs. PONAX - Drawdown Comparison
The maximum JMUIX drawdown since its inception was -16.09%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for JMUIX and PONAX.
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Drawdown Indicators
| JMUIX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.09% | -13.64% | -2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.50% | -3.69% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -15.99% | -13.64% | -2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -16.09% | -13.64% | -2.45% |
Current DrawdownCurrent decline from peak | -1.93% | -2.88% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -2.15% | -1.80% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 0.94% | -0.33% |
Volatility
JMUIX vs. PONAX - Volatility Comparison
The current volatility for Janus Henderson Multi-Sector Income Fund (JMUIX) is 1.34%, while PIMCO Income Fund Class A (PONAX) has a volatility of 1.90%. This indicates that JMUIX experiences smaller price fluctuations and is considered to be less risky than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMUIX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.34% | 1.90% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.14% | 2.64% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.35% | 4.24% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.37% | 4.72% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.01% | 4.16% | -0.15% |