JUCIX vs. JANBX
Compare and contrast key facts about Janus Henderson Absolute Return Income Opportunities Fund (JUCIX) and Janus Henderson Balanced Fund (JANBX).
JUCIX is managed by Janus Henderson. It was launched on May 26, 2014. JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992.
Performance
JUCIX vs. JANBX - Performance Comparison
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JUCIX vs. JANBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUCIX Janus Henderson Absolute Return Income Opportunities Fund | -0.25% | 6.68% | 6.13% | 7.02% | -1.46% | -0.43% | 3.56% | 2.60% | -3.85% | 2.37% |
JANBX Janus Henderson Balanced Fund | -5.36% | 14.99% | 15.36% | 15.38% | -16.60% | 17.22% | 14.34% | 22.53% | 0.64% | 17.78% |
Returns By Period
In the year-to-date period, JUCIX achieves a -0.25% return, which is significantly higher than JANBX's -5.36% return. Over the past 10 years, JUCIX has underperformed JANBX with an annualized return of 2.48%, while JANBX has yielded a comparatively higher 9.37% annualized return.
JUCIX
- 1D
- 0.22%
- 1M
- -0.88%
- YTD
- -0.25%
- 6M
- 1.06%
- 1Y
- 5.11%
- 3Y*
- 5.87%
- 5Y*
- 3.52%
- 10Y*
- 2.48%
JANBX
- 1D
- 1.58%
- 1M
- -4.89%
- YTD
- -5.36%
- 6M
- -4.13%
- 1Y
- 10.63%
- 3Y*
- 11.24%
- 5Y*
- 6.65%
- 10Y*
- 9.37%
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JUCIX vs. JANBX - Expense Ratio Comparison
JUCIX has a 0.71% expense ratio, which is higher than JANBX's 0.70% expense ratio.
Return for Risk
JUCIX vs. JANBX — Risk / Return Rank
JUCIX
JANBX
JUCIX vs. JANBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Absolute Return Income Opportunities Fund (JUCIX) and Janus Henderson Balanced Fund (JANBX). 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.
| JUCIX | JANBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 0.92 | +1.55 |
Sortino ratioReturn per unit of downside risk | 4.49 | 1.41 | +3.09 |
Omega ratioGain probability vs. loss probability | 2.05 | 1.20 | +0.86 |
Calmar ratioReturn relative to maximum drawdown | 4.19 | 1.40 | +2.79 |
Martin ratioReturn relative to average drawdown | 16.24 | 5.58 | +10.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JUCIX | JANBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 0.92 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.97 | 0.60 | +1.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 0.85 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.65 | +0.19 |
Correlation
The correlation between JUCIX and JANBX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JUCIX vs. JANBX - Dividend Comparison
JUCIX's dividend yield for the trailing twelve months is around 4.44%, less than JANBX's 8.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUCIX Janus Henderson Absolute Return Income Opportunities Fund | 4.44% | 4.86% | 4.66% | 3.73% | 2.09% | 1.48% | 1.70% | 2.68% | 3.24% | 2.56% | 4.76% | 2.28% |
JANBX Janus Henderson Balanced Fund | 8.80% | 8.78% | 6.96% | 2.25% | 1.95% | 4.50% | 2.49% | 2.85% | 7.06% | 4.65% | 2.55% | 5.81% |
Drawdowns
JUCIX vs. JANBX - Drawdown Comparison
The maximum JUCIX drawdown since its inception was -8.25%, smaller than the maximum JANBX drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for JUCIX and JANBX.
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Drawdown Indicators
| JUCIX | JANBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.25% | -31.70% | +23.45% |
Max Drawdown (1Y)Largest decline over 1 year | -1.32% | -8.13% | +6.81% |
Max Drawdown (5Y)Largest decline over 5 years | -3.81% | -21.52% | +17.71% |
Max Drawdown (10Y)Largest decline over 10 years | -8.25% | -22.49% | +14.24% |
Current DrawdownCurrent decline from peak | -0.99% | -6.68% | +5.69% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -6.66% | +5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 2.04% | -1.70% |
Volatility
JUCIX vs. JANBX - Volatility Comparison
The current volatility for Janus Henderson Absolute Return Income Opportunities Fund (JUCIX) is 0.61%, while Janus Henderson Balanced Fund (JANBX) has a volatility of 3.80%. This indicates that JUCIX experiences smaller price fluctuations and is considered to be less risky than JANBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUCIX | JANBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 3.80% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 1.64% | 6.65% | -5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.11% | 12.08% | -9.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.80% | 11.16% | -9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.51% | 11.12% | -8.61% |