QISGX vs. JGMNX
Compare and contrast key facts about Federated Hermes MDT Small Cap Growth Fund (QISGX) and Janus Henderson Triton Fund Class N (JGMNX).
QISGX is managed by Federated. It was launched on Sep 15, 2005. JGMNX is a passively managed fund by Janus Henderson that tracks the performance of the Russell 2000 Growth Index. It was launched on May 31, 2012.
Performance
QISGX vs. JGMNX - Performance Comparison
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QISGX vs. JGMNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QISGX Federated Hermes MDT Small Cap Growth Fund | -3.30% | 17.72% | 15.63% | 19.63% | -27.94% | 18.14% | 29.91% | 21.14% | -6.33% | 25.17% |
JGMNX Janus Henderson Triton Fund Class N | -1.36% | 9.78% | 10.55% | 14.83% | -23.56% | 6.88% | 28.75% | 28.60% | -5.03% | 27.24% |
Returns By Period
In the year-to-date period, QISGX achieves a -3.30% return, which is significantly lower than JGMNX's -1.36% return. Over the past 10 years, QISGX has outperformed JGMNX with an annualized return of 11.53%, while JGMNX has yielded a comparatively lower 9.51% annualized return.
QISGX
- 1D
- 4.16%
- 1M
- -5.52%
- YTD
- -3.30%
- 6M
- -0.83%
- 1Y
- 28.16%
- 3Y*
- 13.63%
- 5Y*
- 4.72%
- 10Y*
- 11.53%
JGMNX
- 1D
- 3.90%
- 1M
- -6.17%
- YTD
- -1.36%
- 6M
- 3.66%
- 1Y
- 16.46%
- 3Y*
- 8.88%
- 5Y*
- 1.89%
- 10Y*
- 9.51%
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QISGX vs. JGMNX - Expense Ratio Comparison
QISGX has a 0.89% expense ratio, which is higher than JGMNX's 0.67% expense ratio.
Return for Risk
QISGX vs. JGMNX — Risk / Return Rank
QISGX
JGMNX
QISGX vs. JGMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Growth Fund (QISGX) and Janus Henderson Triton Fund Class N (JGMNX). 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.
| QISGX | JGMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.80 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.27 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.16 | +0.68 |
Martin ratioReturn relative to average drawdown | 6.52 | 4.81 | +1.71 |
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
| QISGX | JGMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.80 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.10 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.46 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.55 | -0.19 |
Correlation
The correlation between QISGX and JGMNX is 0.87, 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
QISGX vs. JGMNX - Dividend Comparison
QISGX's dividend yield for the trailing twelve months is around 4.05%, less than JGMNX's 11.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QISGX Federated Hermes MDT Small Cap Growth Fund | 4.05% | 3.91% | 0.00% | 0.05% | 3.63% | 29.34% | 0.45% | 0.00% | 7.03% | 5.09% | 1.61% | 18.51% |
JGMNX Janus Henderson Triton Fund Class N | 11.01% | 10.86% | 7.35% | 6.96% | 6.10% | 19.99% | 4.06% | 4.20% | 7.41% | 5.03% | 2.96% | 7.71% |
Drawdowns
QISGX vs. JGMNX - Drawdown Comparison
The maximum QISGX drawdown since its inception was -60.75%, which is greater than JGMNX's maximum drawdown of -39.72%. Use the drawdown chart below to compare losses from any high point for QISGX and JGMNX.
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Drawdown Indicators
| QISGX | JGMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.75% | -39.72% | -21.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -13.18% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -38.60% | -31.74% | -6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -45.08% | -39.72% | -5.36% |
Current DrawdownCurrent decline from peak | -9.62% | -7.56% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -13.99% | -7.20% | -6.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 3.17% | +0.56% |
Volatility
QISGX vs. JGMNX - Volatility Comparison
Federated Hermes MDT Small Cap Growth Fund (QISGX) has a higher volatility of 8.17% compared to Janus Henderson Triton Fund Class N (JGMNX) at 7.35%. This indicates that QISGX's price experiences larger fluctuations and is considered to be riskier than JGMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QISGX | JGMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.17% | 7.35% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 16.54% | 11.97% | +4.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 20.44% | +2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.48% | 19.50% | +4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 20.53% | +4.12% |