MASKX vs. JATTX
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Janus Henderson Triton Fund Class T (JATTX).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005.
Performance
MASKX vs. JATTX - Performance Comparison
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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 | -2.51% | 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 | -5.10% | 9.54% | 10.30% | 14.52% | -23.75% | 6.63% | 28.41% | 28.30% | -5.25% | 26.90% |
Returns By Period
In the year-to-date period, MASKX achieves a -2.51% return, which is significantly higher than JATTX's -5.10% return. Over the past 10 years, MASKX has outperformed JATTX with an annualized return of 9.43%, while JATTX has yielded a comparatively lower 8.83% annualized return.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
JATTX
- 1D
- -1.02%
- 1M
- -9.06%
- YTD
- -5.10%
- 6M
- -0.65%
- 1Y
- 11.64%
- 3Y*
- 7.25%
- 5Y*
- 1.22%
- 10Y*
- 8.83%
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MASKX vs. JATTX - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is lower than JATTX's 0.91% expense ratio.
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.
| MASKX | JATTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.53 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.90 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.66 | +0.66 |
Martin ratioReturn relative to average drawdown | 5.00 | 2.76 | +2.24 |
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
| MASKX | JATTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.53 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.06 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.43 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.49 | -0.15 |
Correlation
The correlation between MASKX and JATTX is 0.94, 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
MASKX vs. JATTX - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, less than JATTX's 12.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
JATTX Janus Henderson Triton Fund Class T | 12.16% | 11.54% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% |
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 | -13.89% | -13.20% | -0.69% |
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 | -11.01% | -11.09% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -8.82% | -2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.15% | +0.53% |
Volatility
MASKX vs. JATTX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.63% compared to Janus Henderson Triton Fund Class T (JATTX) at 6.05%. 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 | 6.63% | 6.05% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 11.32% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 20.12% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 19.45% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 20.49% | +3.14% |