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JNGIX vs. JACNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JNGIX vs. JACNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Growth And Income Fund (JNGIX) and Janus Henderson Contrarian Fund (JACNX). The values are adjusted to include any dividend payments, if applicable.

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JNGIX vs. JACNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JNGIX
Janus Henderson Growth And Income Fund
-4.86%20.07%15.26%18.06%-14.27%28.97%10.35%27.14%-1.96%24.20%
JACNX
Janus Henderson Contrarian Fund
-4.88%7.34%18.44%21.58%-21.54%20.79%27.88%43.19%-4.08%5.00%

Returns By Period

The year-to-date returns for both stocks are quite close, with JNGIX having a -4.86% return and JACNX slightly lower at -4.88%. Over the past 10 years, JNGIX has outperformed JACNX with an annualized return of 12.38%, while JACNX has yielded a comparatively lower 11.16% annualized return.


JNGIX

1D
2.72%
1M
-6.13%
YTD
-4.86%
6M
-2.94%
1Y
19.14%
3Y*
14.08%
5Y*
9.84%
10Y*
12.38%

JACNX

1D
4.46%
1M
-5.80%
YTD
-4.88%
6M
-8.56%
1Y
10.22%
3Y*
10.38%
5Y*
5.25%
10Y*
11.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JNGIX vs. JACNX - Expense Ratio Comparison

JNGIX has a 0.75% expense ratio, which is lower than JACNX's 0.90% expense ratio.


Return for Risk

JNGIX vs. JACNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JNGIX
JNGIX Risk / Return Rank: 6262
Overall Rank
JNGIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
JNGIX Sortino Ratio Rank: 5757
Sortino Ratio Rank
JNGIX Omega Ratio Rank: 5656
Omega Ratio Rank
JNGIX Calmar Ratio Rank: 7070
Calmar Ratio Rank
JNGIX Martin Ratio Rank: 7474
Martin Ratio Rank

JACNX
JACNX Risk / Return Rank: 1616
Overall Rank
JACNX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
JACNX Sortino Ratio Rank: 1515
Sortino Ratio Rank
JACNX Omega Ratio Rank: 1414
Omega Ratio Rank
JACNX Calmar Ratio Rank: 2020
Calmar Ratio Rank
JACNX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JNGIX vs. JACNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth And Income Fund (JNGIX) and Janus Henderson Contrarian Fund (JACNX). 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.


JNGIXJACNXDifference

Sharpe ratio

Return per unit of total volatility

1.04

0.41

+0.62

Sortino ratio

Return per unit of downside risk

1.59

0.76

+0.83

Omega ratio

Gain probability vs. loss probability

1.23

1.10

+0.13

Calmar ratio

Return relative to maximum drawdown

1.72

0.67

+1.06

Martin ratio

Return relative to average drawdown

7.46

1.94

+5.53

JNGIX vs. JACNX - Sharpe Ratio Comparison

The current JNGIX Sharpe Ratio is 1.04, which is higher than the JACNX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of JNGIX and JACNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JNGIXJACNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

0.41

+0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.24

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.52

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.33

+0.12

Correlation

The correlation between JNGIX and JACNX is 0.85, 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

JNGIX vs. JACNX - Dividend Comparison

JNGIX's dividend yield for the trailing twelve months is around 15.57%, more than JACNX's 11.67% yield.


TTM20252024202320222021202020192018201720162015
JNGIX
Janus Henderson Growth And Income Fund
15.57%14.98%15.34%7.88%6.69%5.59%4.22%3.89%7.99%2.92%7.88%9.59%
JACNX
Janus Henderson Contrarian Fund
11.67%11.10%11.53%7.13%0.53%9.63%1.69%11.74%8.86%7.77%3.52%2.71%

Drawdowns

JNGIX vs. JACNX - Drawdown Comparison

The maximum JNGIX drawdown since its inception was -63.66%, roughly equal to the maximum JACNX drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for JNGIX and JACNX.


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Drawdown Indicators


JNGIXJACNXDifference

Max Drawdown

Largest peak-to-trough decline

-63.66%

-66.81%

+3.15%

Max Drawdown (1Y)

Largest decline over 1 year

-11.77%

-14.27%

+2.50%

Max Drawdown (5Y)

Largest decline over 5 years

-26.75%

-30.32%

+3.57%

Max Drawdown (10Y)

Largest decline over 10 years

-35.48%

-40.25%

+4.77%

Current Drawdown

Current decline from peak

-7.69%

-10.45%

+2.76%

Average Drawdown

Average peak-to-trough decline

-15.49%

-14.76%

-0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

4.92%

-2.20%

Volatility

JNGIX vs. JACNX - Volatility Comparison

The current volatility for Janus Henderson Growth And Income Fund (JNGIX) is 5.38%, while Janus Henderson Contrarian Fund (JACNX) has a volatility of 9.08%. This indicates that JNGIX experiences smaller price fluctuations and is considered to be less risky than JACNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JNGIXJACNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

9.08%

-3.70%

Volatility (6M)

Calculated over the trailing 6-month period

9.95%

15.52%

-5.57%

Volatility (1Y)

Calculated over the trailing 1-year period

18.87%

24.75%

-5.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.58%

21.89%

-3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.85%

21.69%

-2.84%