JNGLX vs. FPHAX
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund (JNGLX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
JNGLX is managed by Janus Henderson. It was launched on Dec 30, 1998. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNGLX or FPHAX.
Correlation
The correlation between JNGLX and FPHAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JNGLX vs. FPHAX - Performance Comparison
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Key characteristics
JNGLX:
-0.69
FPHAX:
-0.52
JNGLX:
-0.83
FPHAX:
-0.64
JNGLX:
0.89
FPHAX:
0.92
JNGLX:
-0.48
FPHAX:
-0.43
JNGLX:
-1.04
FPHAX:
-0.93
JNGLX:
11.61%
FPHAX:
13.31%
JNGLX:
17.73%
FPHAX:
21.91%
JNGLX:
-36.40%
FPHAX:
-37.34%
JNGLX:
-20.60%
FPHAX:
-21.26%
Returns By Period
In the year-to-date period, JNGLX achieves a -3.71% return, which is significantly lower than FPHAX's -2.91% return. Over the past 10 years, JNGLX has underperformed FPHAX with an annualized return of 0.92%, while FPHAX has yielded a comparatively higher 5.99% annualized return.
JNGLX
-3.71%
1.04%
-11.59%
-12.20%
2.95%
1.93%
0.92%
FPHAX
-2.91%
3.82%
-4.11%
-12.60%
7.90%
7.70%
5.99%
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JNGLX vs. FPHAX - Expense Ratio Comparison
JNGLX has a 0.80% expense ratio, which is higher than FPHAX's 0.75% expense ratio.
Risk-Adjusted Performance
JNGLX vs. FPHAX — Risk-Adjusted Performance Rank
JNGLX
FPHAX
JNGLX vs. FPHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund (JNGLX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
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Dividends
JNGLX vs. FPHAX - Dividend Comparison
JNGLX's dividend yield for the trailing twelve months is around 6.06%, more than FPHAX's 4.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGLX Janus Henderson Global Life Sciences Fund | 6.06% | 5.84% | 4.26% | 0.25% | 9.85% | 7.80% | 6.23% | 13.32% | 1.26% | 0.30% | 9.13% | 10.25% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 4.71% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.97% | 1.62% | 1.07% | 12.80% | 10.72% |
Drawdowns
JNGLX vs. FPHAX - Drawdown Comparison
The maximum JNGLX drawdown since its inception was -36.40%, roughly equal to the maximum FPHAX drawdown of -37.34%. Use the drawdown chart below to compare losses from any high point for JNGLX and FPHAX. For additional features, visit the drawdowns tool.
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Volatility
JNGLX vs. FPHAX - Volatility Comparison
The current volatility for Janus Henderson Global Life Sciences Fund (JNGLX) is 7.36%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 10.21%. This indicates that JNGLX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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