LGRRX vs. JAGTX
LGRRX (Loomis Sayles Growth Fund) and JAGTX (Janus Global Technology and Innovation Fund) are both mutual funds - LGRRX is a Large Cap Growth Equities fund managed by Natixis, while JAGTX is a Technology Equities fund actively managed by Janus Henderson. Over the past 10 years, LGRRX returned 14.79%/yr vs 23.21%/yr for JAGTX. Their correlation of 0.87 means they have usually moved in the same direction. LGRRX charges 0.92%/yr vs 0.93%/yr for JAGTX.
Performance
LGRRX vs. JAGTX - Performance Comparison
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Returns By Period
In the year-to-date period, LGRRX achieves a -6.55% return, which is significantly lower than JAGTX's 18.23% return. Over the past 10 years, LGRRX has underperformed JAGTX with an annualized return of 14.79%, while JAGTX has yielded a comparatively higher 23.21% annualized return.
LGRRX
- 1D
- 0.95%
- 1M
- -2.48%
- 6M
- -5.97%
- YTD
- -6.55%
- 1Y
- -1.92%
- 3Y*
- 14.49%
- 5Y*
- 9.73%
- 10Y*
- 14.79%
- ALL TIME*
- 7.90%
JAGTX
- 1D
- 6.75%
- 1M
- -6.32%
- 6M
- 15.67%
- YTD
- 18.23%
- 1Y
- 27.30%
- 3Y*
- 32.90%
- 5Y*
- 16.25%
- 10Y*
- 23.21%
- ALL TIME*
- 12.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LGRRX vs. JAGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -6.55% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
JAGTX Janus Global Technology and Innovation Fund | 18.23% | 24.86% | 47.04% | 55.16% | -37.69% | 17.39% | 51.00% | 45.08% | 0.78% | 44.62% |
Correlation
The correlation between LGRRX and JAGTX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1998 | 0.87 |
Over the past year, the correlation between LGRRX and JAGTX has dropped to 0.60 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
LGRRX vs. JAGTX — Risk / Return Rank
LGRRX
JAGTX
LGRRX vs. JAGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and Janus Global Technology and Innovation Fund (JAGTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGRRX | JAGTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.17 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.32 | -1.45 |
| Martin ratioReturn relative to average drawdown | -0.36 | 4.34 | -4.70 |
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Drawdowns
LGRRX vs. JAGTX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, smaller than the maximum JAGTX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for LGRRX and JAGTX.
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Drawdown Indicators
| LGRRX | JAGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -84.57% | +19.87% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -18.54% | +0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -23.94% | -3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -46.52% | +11.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -46.52% | +11.67% |
Current DrawdownCurrent decline from peak | -9.70% | -13.05% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -39.63% | +18.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 5.61% | +0.80% |
Volatility
LGRRX vs. JAGTX - Volatility Comparison
The current volatility for Loomis Sayles Growth Fund (LGRRX) is 5.35%, while Janus Global Technology and Innovation Fund (JAGTX) has a volatility of 12.44%. This indicates that LGRRX experiences smaller price fluctuations and is considered to be less risky than JAGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRRX | JAGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 12.44% | -7.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 23.70% | -9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 26.96% | -8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 27.88% | -4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 25.30% | -4.20% |
LGRRX vs. JAGTX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is lower than JAGTX's 0.93% expense ratio.
Dividends
LGRRX vs. JAGTX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.68%, less than JAGTX's 11.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGTX Janus Global Technology and Innovation Fund | 11.58% | 13.69% | 23.66% | 0.78% | 0.00% | 16.05% | 9.00% | 8.62% | 6.56% | 7.50% | 4.85% | 8.12% |
LGRRX Loomis Sayles Growth Fund | 2.68% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
Frequently Asked Questions
LGRRX and JAGTX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JAGTX has higher volatility (12.44%) compared to LGRRX (5.35%). In terms of maximum drawdown, LGRRX dropped -64.70% vs JAGTX's -84.57%.
JAGTX currently has the higher Sharpe Ratio (0.91 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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