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VESIX vs. HFEAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VESIX vs. HFEAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard European Stock Index Fund Institutional Shares (VESIX) and Janus Henderson European Focus Fund (HFEAX). The values are adjusted to include any dividend payments, if applicable.

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VESIX vs. HFEAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VESIX
Vanguard European Stock Index Fund Institutional Shares
-3.86%35.43%2.02%20.03%-16.07%16.31%6.46%24.24%-14.78%27.05%
HFEAX
Janus Henderson European Focus Fund
-9.25%39.88%2.11%18.26%-16.11%18.83%26.49%31.42%-27.83%16.11%

Returns By Period

In the year-to-date period, VESIX achieves a -3.86% return, which is significantly higher than HFEAX's -9.25% return. Over the past 10 years, VESIX has outperformed HFEAX with an annualized return of 8.61%, while HFEAX has yielded a comparatively lower 7.64% annualized return.


VESIX

1D
0.64%
1M
-11.11%
YTD
-3.86%
6M
1.30%
1Y
17.61%
3Y*
13.16%
5Y*
8.37%
10Y*
8.61%

HFEAX

1D
-0.16%
1M
-12.20%
YTD
-9.25%
6M
-4.33%
1Y
14.98%
3Y*
12.04%
5Y*
7.97%
10Y*
7.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VESIX vs. HFEAX - Expense Ratio Comparison

VESIX has a 0.08% expense ratio, which is lower than HFEAX's 1.30% expense ratio.


Return for Risk

VESIX vs. HFEAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VESIX
VESIX Risk / Return Rank: 5151
Overall Rank
VESIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
VESIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
VESIX Omega Ratio Rank: 4747
Omega Ratio Rank
VESIX Calmar Ratio Rank: 5656
Calmar Ratio Rank
VESIX Martin Ratio Rank: 5252
Martin Ratio Rank

HFEAX
HFEAX Risk / Return Rank: 3232
Overall Rank
HFEAX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
HFEAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
HFEAX Omega Ratio Rank: 3030
Omega Ratio Rank
HFEAX Calmar Ratio Rank: 3131
Calmar Ratio Rank
HFEAX Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VESIX vs. HFEAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Shares (VESIX) and Janus Henderson European Focus Fund (HFEAX). 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.


VESIXHFEAXDifference

Sharpe ratio

Return per unit of total volatility

0.98

0.80

+0.18

Sortino ratio

Return per unit of downside risk

1.38

1.12

+0.25

Omega ratio

Gain probability vs. loss probability

1.20

1.15

+0.04

Calmar ratio

Return relative to maximum drawdown

1.32

0.87

+0.45

Martin ratio

Return relative to average drawdown

5.07

3.47

+1.60

VESIX vs. HFEAX - Sharpe Ratio Comparison

The current VESIX Sharpe Ratio is 0.98, which is comparable to the HFEAX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of VESIX and HFEAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VESIXHFEAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

0.80

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.45

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.41

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.55

-0.31

Correlation

The correlation between VESIX and HFEAX 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

VESIX vs. HFEAX - Dividend Comparison

VESIX's dividend yield for the trailing twelve months is around 3.10%, more than HFEAX's 1.24% yield.


TTM20252024202320222021202020192018201720162015
VESIX
Vanguard European Stock Index Fund Institutional Shares
3.10%2.86%3.60%3.15%3.25%3.04%2.10%3.28%3.95%2.72%3.54%3.27%
HFEAX
Janus Henderson European Focus Fund
1.24%1.12%1.45%2.18%2.40%0.13%0.28%0.98%4.26%1.70%2.59%0.72%

Drawdowns

VESIX vs. HFEAX - Drawdown Comparison

The maximum VESIX drawdown since its inception was -63.25%, smaller than the maximum HFEAX drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for VESIX and HFEAX.


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Drawdown Indicators


VESIXHFEAXDifference

Max Drawdown

Largest peak-to-trough decline

-63.25%

-66.73%

+3.48%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

-14.43%

+2.47%

Max Drawdown (5Y)

Largest decline over 5 years

-32.68%

-33.16%

+0.48%

Max Drawdown (10Y)

Largest decline over 10 years

-36.85%

-36.73%

-0.12%

Current Drawdown

Current decline from peak

-11.25%

-14.20%

+2.95%

Average Drawdown

Average peak-to-trough decline

-15.31%

-10.92%

-4.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

3.63%

-0.52%

Volatility

VESIX vs. HFEAX - Volatility Comparison

The current volatility for Vanguard European Stock Index Fund Institutional Shares (VESIX) is 6.93%, while Janus Henderson European Focus Fund (HFEAX) has a volatility of 7.60%. This indicates that VESIX experiences smaller price fluctuations and is considered to be less risky than HFEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VESIXHFEAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.93%

7.60%

-0.67%

Volatility (6M)

Calculated over the trailing 6-month period

10.60%

11.66%

-1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

16.71%

16.95%

-0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.15%

17.80%

-0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.13%

18.74%

-0.61%