NGUAX vs. JNRFX

In the year-to-date period, NGUAX achieves a 0.21% return, which is significantly higher than JNRFX's -1.01% return. Over the past 10 years, NGUAX has underperformed JNRFX with an annualized return of 6.12%, while JNRFX has yielded a comparatively higher 6.43% annualized return.

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NGUAX has a 0.82% expense ratio, which is higher than JNRFX's 0.66% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Guardian Fund (NGUAX) and Janus Henderson Research Fund (JNRFX). 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.

The current NGUAX Sharpe Ratio is 0.35, which is comparable to the JNRFX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of NGUAX and JNRFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NGUAX's dividend yield for the trailing twelve months is around 6.00%, while JNRFX has not paid dividends to shareholders.

The maximum NGUAX drawdown since its inception was -50.90%, which is greater than JNRFX's maximum drawdown of -43.98%. Use the drawdown chart below to compare losses from any high point for NGUAX and JNRFX. For additional features, visit the drawdowns tool.

The current volatility for Neuberger Berman Guardian Fund (NGUAX) is 7.09%, while Janus Henderson Research Fund (JNRFX) has a volatility of 7.79%. This indicates that NGUAX experiences smaller price fluctuations and is considered to be less risky than JNRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.