JNGTX vs. JNGLX
Compare and contrast key facts about Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) and Janus Henderson Global Life Sciences Fund (JNGLX).
JNGTX is managed by Janus Henderson. It was launched on Dec 31, 1998. JNGLX is managed by Janus Henderson. It was launched on Dec 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNGTX or JNGLX.
Key characteristics
| JNGTX | JNGLX | |
|---|---|---|
| YTD Return | 34.67% | 15.81% |
| 1Y Return | 49.00% | 27.03% |
| 3Y Return (Ann) | 2.06% | 1.72% |
| 5Y Return (Ann) | 12.38% | 6.93% |
| 10Y Return (Ann) | 10.88% | 4.24% |
| Sharpe Ratio | 2.30 | 1.82 |
| Sortino Ratio | 2.98 | 2.49 |
| Omega Ratio | 1.41 | 1.33 |
| Calmar Ratio | 1.61 | 1.30 |
| Martin Ratio | 11.03 | 9.43 |
| Ulcer Index | 4.37% | 2.58% |
| Daily Std Dev | 20.96% | 13.34% |
| Max Drawdown | -53.97% | -36.40% |
| Current Drawdown | -0.08% | -3.08% |
Correlation
The correlation between JNGTX and JNGLX is 0.68, 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
JNGTX vs. JNGLX - Performance Comparison
In the year-to-date period, JNGTX achieves a 34.67% return, which is significantly higher than JNGLX's 15.81% return. Over the past 10 years, JNGTX has outperformed JNGLX with an annualized return of 10.88%, while JNGLX has yielded a comparatively lower 4.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JNGTX vs. JNGLX - Expense Ratio Comparison
JNGTX has a 0.79% expense ratio, which is lower than JNGLX's 0.80% expense ratio.
Risk-Adjusted Performance
JNGTX vs. JNGLX - Risk-Adjusted Performance 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 Global Life Sciences Fund (JNGLX). 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.
Dividends
JNGTX vs. JNGLX - Dividend Comparison
JNGTX has not paid dividends to shareholders, while JNGLX's dividend yield for the trailing twelve months is around 0.12%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.35% | 0.14% | 0.01% | 0.00% | 0.36% | 0.12% |
JNGLX Janus Henderson Global Life Sciences Fund | 0.12% | 0.13% | 0.25% | 1.26% | 1.06% | 0.82% | 0.00% | 0.37% | 0.30% | 0.32% | 0.00% |
Drawdowns
JNGTX vs. JNGLX - Drawdown Comparison
The maximum JNGTX drawdown since its inception was -53.97%, which is greater than JNGLX's maximum drawdown of -36.40%. Use the drawdown chart below to compare losses from any high point for JNGTX and JNGLX. For additional features, visit the drawdowns tool.
Volatility
JNGTX vs. JNGLX - Volatility Comparison
Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) has a higher volatility of 5.82% compared to Janus Henderson Global Life Sciences Fund (JNGLX) at 3.02%. This indicates that JNGTX's price experiences larger fluctuations and is considered to be riskier than JNGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.