JUCIX vs. JATIX
Compare and contrast key facts about Janus Henderson Absolute Return Income Opportunities Fund (JUCIX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX).
JUCIX is managed by Janus Henderson. It was launched on May 26, 2014. JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
JUCIX vs. JATIX - Performance Comparison
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JUCIX vs. JATIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUCIX Janus Henderson Absolute Return Income Opportunities Fund | -0.47% | 6.68% | 6.13% | 7.02% | -1.46% | -0.43% | 3.56% | 2.60% | -3.85% | 2.37% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -10.63% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
Returns By Period
In the year-to-date period, JUCIX achieves a -0.47% return, which is significantly higher than JATIX's -10.63% return. Over the past 10 years, JUCIX has underperformed JATIX with an annualized return of 2.45%, while JATIX has yielded a comparatively higher 19.99% annualized return.
JUCIX
- 1D
- 0.11%
- 1M
- -1.21%
- YTD
- -0.47%
- 6M
- 0.83%
- 1Y
- 4.88%
- 3Y*
- 5.79%
- 5Y*
- 3.47%
- 10Y*
- 2.45%
JATIX
- 1D
- -1.42%
- 1M
- -10.86%
- YTD
- -10.63%
- 6M
- -9.83%
- 1Y
- 24.41%
- 3Y*
- 23.38%
- 5Y*
- 10.59%
- 10Y*
- 19.99%
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JUCIX vs. JATIX - Expense Ratio Comparison
JUCIX has a 0.71% expense ratio, which is lower than JATIX's 0.76% expense ratio.
Return for Risk
JUCIX vs. JATIX — Risk / Return Rank
JUCIX
JATIX
JUCIX vs. JATIX - 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 Global Technology and Innovation Fund Class I (JATIX). 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 | JATIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.53 | 0.94 | +1.58 |
Sortino ratioReturn per unit of downside risk | 4.65 | 1.45 | +3.20 |
Omega ratioGain probability vs. loss probability | 2.09 | 1.20 | +0.89 |
Calmar ratioReturn relative to maximum drawdown | 4.02 | 1.27 | +2.74 |
Martin ratioReturn relative to average drawdown | 15.82 | 4.39 | +11.44 |
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 | JATIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.53 | 0.94 | +1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.94 | 0.41 | +1.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.82 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.83 | +0.01 |
Correlation
The correlation between JUCIX and JATIX is 0.10, 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. JATIX - Dividend Comparison
JUCIX's dividend yield for the trailing twelve months is around 4.45%, less than JATIX's 14.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUCIX Janus Henderson Absolute Return Income Opportunities Fund | 4.45% | 4.86% | 4.66% | 3.73% | 2.09% | 1.48% | 1.70% | 2.68% | 3.24% | 2.56% | 4.76% | 2.28% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 14.75% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
Drawdowns
JUCIX vs. JATIX - Drawdown Comparison
The maximum JUCIX drawdown since its inception was -8.25%, smaller than the maximum JATIX drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for JUCIX and JATIX.
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Drawdown Indicators
| JUCIX | JATIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.25% | -46.43% | +38.18% |
Max Drawdown (1Y)Largest decline over 1 year | -1.32% | -15.94% | +14.62% |
Max Drawdown (5Y)Largest decline over 5 years | -3.81% | -46.43% | +42.62% |
Max Drawdown (10Y)Largest decline over 10 years | -8.25% | -46.43% | +38.18% |
Current DrawdownCurrent decline from peak | -1.21% | -15.94% | +14.73% |
Average DrawdownAverage peak-to-trough decline | -1.36% | -6.77% | +5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.33% | 4.62% | -4.29% |
Volatility
JUCIX vs. JATIX - Volatility Comparison
The current volatility for Janus Henderson Absolute Return Income Opportunities Fund (JUCIX) is 0.55%, while Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a volatility of 7.01%. This indicates that JUCIX experiences smaller price fluctuations and is considered to be less risky than JATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUCIX | JATIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.55% | 7.01% | -6.46% |
Volatility (6M)Calculated over the trailing 6-month period | 1.63% | 15.77% | -14.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.11% | 25.26% | -23.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.80% | 26.21% | -24.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.51% | 24.35% | -21.84% |