Summary
JXX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 38.46% 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: 03/06/2026

Current price: $33.09

Expense ratio: 0.57%

Assets under management
$36.2M
-0.35% 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

11.13%

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

29.67%

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

17.31%

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

38.46%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.138%

Best day

4.494%

31/03/2026
Worst day

-3.606%

20/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $33.21 $33.21 $33.04 $33.09 1,500
02/06/2026 $33.53 $33.53 $33.47 $33.47 900
01/06/2026 $33.30 $33.61 $33.30 $33.61 500
29/05/2026 $32.18 $32.84 $32.18 $32.84 1,300
28/05/2026 $32.15 $32.15 $32.05 $32.05 400
27/05/2026 $31.48 $31.58 $31.48 $31.58 1,300
26/05/2026 $31.34 $31.41 $31.34 $31.41 600
22/05/2026 $31.11 $31.11 $31.11 $31.11 100
21/05/2026 $31.12 $31.12 $31.12 $31.12 200
20/05/2026 $30.31 $30.68 $30.31 $30.68 5,100