JNSMX vs. APPLX

Last updated Apr 1, 2026

Compare and contrast key facts about Janus Henderson Global Allocation Fund - Moderate (JNSMX) and Appleseed Fund (APPLX).

JNSMX is managed by Janus Henderson. It was launched on Dec 29, 2005. APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006.

Performance

JNSMX vs. APPLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Global Allocation Fund - Moderate (JNSMX) and Appleseed Fund (APPLX). The values are adjusted to include any dividend payments, if applicable.

JNSMX vs. APPLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JNSMX Janus Henderson Global Allocation Fund - Moderate	-3.81%	15.72%	8.87%	11.71%	-17.38%	7.25%	14.46%	15.62%	-6.57%	16.27%
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%

Returns By Period

JNSMX

• 1D: -0.15%
• 1M: -6.66%
• YTD: -3.81%
• 6M: -1.82%
• 1Y: 11.14%
• 3Y*: 8.82%
• 5Y*: 3.31%
• 10Y*: 5.82%

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JNSMX vs. APPLX - Expense Ratio Comparison

JNSMX has a 0.25% expense ratio, which is lower than APPLX's 1.14% expense ratio.

APPLX

Appleseed Fund

JNSMX

Janus Henderson Global Allocation Fund - Moderate

Return for Risk

JNSMX vs. APPLX — Risk / Return Rank

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

JNSMX

JNSMX Risk / Return Rank: 57
JNSMX Sharpe Ratio Rank: 58
JNSMX Sortino Ratio Rank: 57
JNSMX Omega Ratio Rank: 57
JNSMX Calmar Ratio Rank: 53
JNSMX Martin Ratio Rank: 59

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.

JNSMX vs. APPLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Allocation Fund - Moderate (JNSMX) and Appleseed Fund (APPLX). 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.

	JNSMX	APPLX	Difference
Sharpe ratio Return per unit of total volatility	1.07	—	—
Sortino ratio Return per unit of downside risk	1.53	—	—
Omega ratio Gain probability vs. loss probability	1.22	—	—
Calmar ratio Return relative to maximum drawdown	1.28	—	—
Martin ratio Return relative to average drawdown	5.63	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JNSMX	APPLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.07	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.58	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	—	—

Correlation

The correlation between JNSMX and APPLX is 0.77, 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

JNSMX vs. APPLX - Dividend Comparison

JNSMX's dividend yield for the trailing twelve months is around 6.14%, less than APPLX's 46.50% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JNSMX Janus Henderson Global Allocation Fund - Moderate	6.14%	5.90%	4.28%	1.53%	2.96%	13.36%	4.49%	5.72%	4.86%	7.24%	1.87%	9.16%
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%

Drawdowns

Drawdown Indicators

	JNSMX	APPLX	Difference
Max Drawdown Largest peak-to-trough decline	-39.85%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-7.85%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.15%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-25.15%	—	—
Current Drawdown Current decline from peak	-7.00%	—	—
Average Drawdown Average peak-to-trough decline	-5.98%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.79%	—	—

Volatility

Volatility by Period

	JNSMX	APPLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.73%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.31%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.49%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.33%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.09%	—	—