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JNGTX vs. JACNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JNGTX vs. JACNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) and Janus Henderson Contrarian Fund (JACNX). The values are adjusted to include any dividend payments, if applicable.

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JNGTX vs. JACNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JNGTX
Janus Henderson Global Technology and Innovation Fund Class D
-10.63%25.00%32.34%55.33%-37.63%17.53%51.18%45.15%0.92%44.69%
JACNX
Janus Henderson Contrarian Fund
-8.95%7.34%18.44%21.58%-21.54%20.79%27.88%43.19%-4.08%5.00%

Returns By Period

In the year-to-date period, JNGTX achieves a -10.63% return, which is significantly lower than JACNX's -8.95% return. Over the past 10 years, JNGTX has outperformed JACNX with an annualized return of 19.93%, while JACNX has yielded a comparatively lower 10.68% annualized return.


JNGTX

1D
-1.41%
1M
-10.85%
YTD
-10.63%
6M
-9.83%
1Y
24.39%
3Y*
23.35%
5Y*
10.55%
10Y*
19.93%

JACNX

1D
-2.09%
1M
-9.45%
YTD
-8.95%
6M
-12.16%
1Y
5.51%
3Y*
8.79%
5Y*
4.62%
10Y*
10.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JNGTX vs. JACNX - Expense Ratio Comparison

JNGTX has a 0.79% expense ratio, which is lower than JACNX's 0.90% expense ratio.


Return for Risk

JNGTX vs. JACNX — Risk / Return Rank

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

JNGTX
JNGTX Risk / Return Rank: 5050
Overall Rank
JNGTX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
JNGTX Sortino Ratio Rank: 5555
Sortino Ratio Rank
JNGTX Omega Ratio Rank: 5050
Omega Ratio Rank
JNGTX Calmar Ratio Rank: 5454
Calmar Ratio Rank
JNGTX Martin Ratio Rank: 4343
Martin Ratio Rank

JACNX
JACNX Risk / Return Rank: 1010
Overall Rank
JACNX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
JACNX Sortino Ratio Rank: 1111
Sortino Ratio Rank
JACNX Omega Ratio Rank: 1010
Omega Ratio Rank
JACNX Calmar Ratio Rank: 99
Calmar Ratio Rank
JACNX Martin Ratio Rank: 99
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.

JNGTX vs. JACNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) 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.


JNGTXJACNXDifference

Sharpe ratio

Return per unit of total volatility

0.94

0.20

+0.74

Sortino ratio

Return per unit of downside risk

1.45

0.46

+0.99

Omega ratio

Gain probability vs. loss probability

1.20

1.06

+0.14

Calmar ratio

Return relative to maximum drawdown

1.27

0.17

+1.10

Martin ratio

Return relative to average drawdown

4.38

0.49

+3.89

JNGTX vs. JACNX - Sharpe Ratio Comparison

The current JNGTX Sharpe Ratio is 0.94, which is higher than the JACNX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of JNGTX 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


JNGTXJACNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

0.20

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.21

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.49

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.32

+0.11

Correlation

The correlation between JNGTX and JACNX is 0.79, 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

JNGTX vs. JACNX - Dividend Comparison

JNGTX's dividend yield for the trailing twelve months is around 15.01%, more than JACNX's 12.19% yield.


TTM20252024202320222021202020192018201720162015
JNGTX
Janus Henderson Global Technology and Innovation Fund Class D
15.01%13.42%11.65%0.77%0.00%15.86%8.99%8.55%6.61%7.47%4.83%7.75%
JACNX
Janus Henderson Contrarian Fund
12.19%11.10%11.53%7.13%0.53%9.63%1.69%11.74%8.86%7.77%3.52%2.71%

Drawdowns

JNGTX vs. JACNX - Drawdown Comparison

The maximum JNGTX drawdown since its inception was -84.79%, which is greater than JACNX's maximum drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for JNGTX and JACNX.


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Drawdown Indicators


JNGTXJACNXDifference

Max Drawdown

Largest peak-to-trough decline

-84.79%

-66.81%

-17.98%

Max Drawdown (1Y)

Largest decline over 1 year

-15.93%

-14.27%

-1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-46.46%

-30.32%

-16.14%

Max Drawdown (10Y)

Largest decline over 10 years

-46.46%

-40.25%

-6.21%

Current Drawdown

Current decline from peak

-15.93%

-14.27%

-1.66%

Average Drawdown

Average peak-to-trough decline

-40.47%

-14.76%

-25.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.62%

4.87%

-0.25%

Volatility

JNGTX vs. JACNX - Volatility Comparison

The current volatility for Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) is 7.02%, while Janus Henderson Contrarian Fund (JACNX) has a volatility of 7.72%. This indicates that JNGTX 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


JNGTXJACNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.02%

7.72%

-0.70%

Volatility (6M)

Calculated over the trailing 6-month period

15.78%

14.88%

+0.90%

Volatility (1Y)

Calculated over the trailing 1-year period

25.25%

24.40%

+0.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.24%

21.81%

+4.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.37%

21.65%

+2.72%