Summary
JXX
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 15.04% Volatility 23.92% Sharpe 0.42
Official loaded data — not a live quote.

JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF

Symbol: JXX

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception date: 04/02/2025

Latest date: 20/07/2026

Current price: $30.45

Expense ratio: 0.57%

Assets under management
$27.8M
-1.47% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-6.56%

Ann. -25.11% (Sharpe / Sortino numerator)

Volatility

27.43%

Sharpe ratio

-1.048

VaR 95%

-2.37%

CVaR 95%: -2.40%
Max drawdown: -9.54%
Sortino ratio: -2.531
Calmar ratio: -2.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.53%

Ann. -35.69% (Sharpe / Sortino numerator)

Volatility

23.45%

Sharpe ratio

-1.677

VaR 95%

-2.42%

CVaR 95%: -2.62%
Max drawdown: -18.02%
Sortino ratio: -2.915
Calmar ratio: -1.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.60%

Ann. -20.86% (Sharpe / Sortino numerator)

Volatility

22.19%

Sharpe ratio

-1.104

VaR 95%

-2.42%

CVaR 95%: -2.91%
Max drawdown: -18.02%
Sortino ratio: -1.669
Calmar ratio: -1.16

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.04%

Ann. 13.57% (Sharpe / Sortino numerator)

Volatility

23.92%

Sharpe ratio

0.416

VaR 95%

-2.35%

CVaR 95%: -3.36%
Max drawdown: -18.02%
Sortino ratio: 0.580
Calmar ratio: 0.75

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.066%

Best day

4.494%

31/03/2026
Worst day

-4.799%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $30.90 $30.90 $30.45 $30.45 1,500
17/07/2026 $30.51 $30.80 $30.51 $30.53 2,300
16/07/2026 $30.67 $30.67 $30.51 $30.55 1,300
15/07/2026 $31.58 $31.58 $31.42 $31.51 2,000
14/07/2026 $31.37 $31.37 $31.37 $31.37 600
13/07/2026 $31.54 $31.54 $31.30 $31.36 1,000
10/07/2026 $31.98 $31.98 $31.98 $31.98 300
09/07/2026 $32.14 $32.38 $32.14 $32.24 2,300
08/07/2026 $31.47 $31.76 $31.47 $31.76 1,000
07/07/2026 $31.74 $31.74 $31.54 $31.54 400