MASKX vs. JATTX
MASKX (iShares Russell 2000 Small-Cap Index Fund) and JATTX (Janus Henderson Triton Fund Class T) are both mutual funds - MASKX is a Small Cap Blend Equities fund managed by BlackRock, while JATTX is a Small Cap Growth Equities fund managed by Janus Henderson. Over the past 10 years, MASKX returned 11.36%/yr vs 10.45%/yr for JATTX. Their correlation of 0.93 suggests significant overlap in exposure. MASKX charges 0.12%/yr vs 0.91%/yr for JATTX.
Performance
MASKX vs. JATTX - Performance Comparison
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Returns By Period
In the year-to-date period, MASKX achieves a 20.64% return, which is significantly higher than JATTX's 13.70% return. Over the past 10 years, MASKX has outperformed JATTX with an annualized return of 11.36%, while JATTX has yielded a comparatively lower 10.45% annualized return.
MASKX
- 1D
- 2.09%
- 1M
- 3.97%
- YTD
- 20.64%
- 6M
- 17.09%
- 1Y
- 42.89%
- 3Y*
- 18.21%
- 5Y*
- 7.29%
- 10Y*
- 11.36%
JATTX
- 1D
- 1.78%
- 1M
- 2.56%
- YTD
- 13.70%
- 6M
- 11.11%
- 1Y
- 26.63%
- 3Y*
- 12.92%
- 5Y*
- 4.42%
- 10Y*
- 10.45%
MASKX vs. JATTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 20.64% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
JATTX Janus Henderson Triton Fund Class T | 13.70% | 9.54% | 10.30% | 14.52% | -23.75% | 6.63% | 28.41% | 28.30% | -5.25% | 26.90% |
Correlation
The correlation between MASKX and JATTX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2005 | 0.93 |
The correlation between MASKX and JATTX has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
MASKX vs. JATTX — Risk / Return Rank
MASKX
JATTX
MASKX vs. JATTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and Janus Henderson Triton Fund Class T (JATTX). 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.
| MASKX | JATTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.27 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.89 | 2.40 | +1.49 |
| Martin ratioReturn relative to average drawdown | 13.78 | 9.82 | +3.96 |
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Drawdowns
MASKX vs. JATTX - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, roughly equal to the maximum JATTX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for MASKX and JATTX.
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Drawdown Indicators
| MASKX | JATTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -57.77% | -1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -11.09% | +0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -27.53% | -23.90% | -3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -31.90% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -39.71% | -1.97% |
Current DrawdownCurrent decline from peak | 0.00% | -0.07% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -11.61% | -8.75% | -2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 2.71% | +0.39% |
Volatility
MASKX vs. JATTX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.76% compared to Janus Henderson Triton Fund Class T (JATTX) at 5.98%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than JATTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASKX | JATTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 5.98% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.35% | 13.21% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.67% | 16.69% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.25% | 19.72% | +3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.75% | 20.63% | +3.12% |
MASKX vs. JATTX - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is lower than JATTX's 0.91% expense ratio.
Dividends
MASKX vs. JATTX - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 2.60%, less than JATTX's 10.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 10.15% | 11.54% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 2.60% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
Frequently Asked Questions
With a correlation of 0.92, MASKX and JATTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MASKX has higher volatility (6.76%) compared to JATTX (5.98%). In terms of maximum drawdown, MASKX dropped -59.06% vs JATTX's -57.77%.
MASKX currently has the higher Sharpe Ratio (2.18 vs 1.60), 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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