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CACBX: Janus Enterprise 529 PORT C (MUTUAL FUND)
Basic Info 28.12 0.19(0.68%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 10/23/2013 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/23/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 4.1 | 12.7 | 13.1 | 11.2 | 3.8 | 4.2 | 15.8 | 16.7 | -16.7 | 16.1 | 18.9 | 33.7 | -2.0 | 25.0 | -38.9 | -3.4 | 0.8 | 4.4 |
| Sharpe Ratio | NA | 0.23 | 0.49 | 0.52 | 0.49 | 0.09 | 0.12 | 0.7 | 0.72 | -0.68 | 1.16 | 0.53 | 2.49 | -0.2 | 3.01 | -0.7 | -0.21 | 0.05 | 2.51 |
| Draw Down(%) | NA | 19.4 | 19.9 | 19.9 | 24.7 | 49.9 | 50.9 | 6.0 | 14.6 | 24.0 | 7.1 | 38.3 | 6.4 | 19.7 | 3.5 | 45.1 | 13.8 | 12.8 | 3.0 |
| Standard Deviation(%) | NA | 23.0 | 19.2 | 18.8 | 18.8 | 25.8 | 24.4 | 13.2 | 17.3 | 26.5 | 13.8 | 34.8 | 13.0 | 16.5 | 8.1 | 56.0 | 16.1 | 14.3 | 10.2 |
| Treynor Ratio | NA | 0.06 | 0.11 | 0.12 | 0.11 | 0.03 | 0.04 | 0.13 | 0.17 | -0.22 | 0.2 | 0.2 | 0.33 | -0.04 | 0.27 | -0.61 | -0.04 | 0.01 | 0.25 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | -0.17 | -0.01 | -0.03 | -0.04 |
| Beta | NA | 0.9 | 0.86 | 0.83 | 0.82 | 0.84 | 0.83 | 0.73 | 0.74 | 0.83 | 0.79 | 0.92 | 0.97 | 0.88 | 0.91 | 0.64 | 0.81 | 0.72 | 1.03 |
| RSquared | NA | 0.91 | 0.81 | 0.6 | 0.61 | 0.45 | 0.45 | 0.52 | 0.34 | 0.61 | 0.6 | 0.86 | 0.9 | 0.81 | 0.62 | 0.04 | 0.59 | 0.35 | 0.82 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/2013
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