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JAGIX: JANUS GROWTH AND INCOME FUND CLASS T (MUTUAL FUND)
Basic Info 73.56 0.11(0.15%) March 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (98%) |
Start Date: | 09/30/1991 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 0.94% |
Expenses | 1.01% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/13/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 6.7 | 24.1 | 9.1 | 12.2 | 11.6 | 13.8 | 9.2 | 10.2 | 17.9 | -14.3 | 28.8 | 10.2 | 26.9 | -2.1 | 24.8 | 12.9 | 1.3 | 11.1 | 32.3 | 16.7 | -1.6 | 8.7 | 38.6 | -42.5 | 8.5 | 7.8 | 12.5 | 11.9 | 24.6 | -21.4 | -14.4 | -11.5 | 51.2 | 35.7 | 35.0 | 26.0 | 36.4 | -4.9 | 4.3 | 5.4 | 15.1 |
Sharpe Ratio | NA | 2.97 | 2.03 | 0.47 | 0.51 | 0.6 | NA | NA | 0.48 | 1.15 | -0.7 | 2.26 | 0.28 | 2.1 | -0.2 | 3.59 | 1.02 | 0.08 | 1.02 | 3.05 | 1.29 | -0.06 | 0.49 | 1.53 | -1.21 | 0.34 | 0.38 | 0.94 | 0.92 | 1.58 | -0.98 | -0.82 | -0.57 | 2.24 | 1.47 | 1.73 | 1.62 | 2.71 | -0.65 | 0.22 | 0.28 | 4.17 |
Draw Down(%) | NA | 1.5 | 10.0 | 23.5 | 35.5 | 35.5 | NA | NA | 55.6 | 10.0 | 23.5 | 5.4 | 35.5 | 5.9 | 16.7 | 3.7 | 9.1 | 13.5 | 8.1 | 5.9 | 11.4 | 24.5 | 15.0 | 20.2 | 52.1 | 11.5 | 12.0 | 6.9 | 10.5 | 11.1 | 30.1 | 29.7 | 25.5 | 12.0 | 25.6 | 10.6 | 12.0 | 5.1 | 11.5 | 8.2 | 11.7 | 4.9 |
Standard Deviation(%) | NA | 9.8 | 10.7 | 16.2 | 20.9 | 17.4 | NA | NA | 18.3 | 12.0 | 22.4 | 12.7 | 35.3 | 12.1 | 16.5 | 6.8 | 12.4 | 15.2 | 10.9 | 10.6 | 13.0 | 25.8 | 17.3 | 25.2 | 35.9 | 16.4 | 12.1 | 11.0 | 11.9 | 15.2 | 22.9 | 20.7 | 27.1 | 21.5 | 21.9 | 18.1 | 13.8 | 12.0 | 12.1 | 10.4 | 10.4 | 16.9 |
Treynor Ratio | NA | 0.63 | 0.43 | 0.15 | 0.17 | 0.16 | NA | NA | 0.12 | 0.26 | -0.29 | 0.7 | 0.11 | 0.5 | -0.05 | 0.42 | 0.17 | 0.01 | 0.15 | 0.4 | 0.2 | -0.02 | 0.1 | 0.39 | -0.46 | 0.06 | 0.06 | 0.13 | 0.14 | 0.31 | -0.32 | -0.32 | -0.22 | 0.52 | 0.39 | 0.38 | 0.31 | 0.42 | -0.08 | 0.03 | 0.04 | 0.71 |
Alpha | NA | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.04 | 0.08 | -0.12 | 0.02 | -0.01 | 0.02 | 0.05 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.04 | 0.0 | 0.02 | 0.01 | 0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.11 | 0.03 | 0.05 | 0.04 | 0.03 | -0.03 | 0.02 | 0.02 | 0.03 |
Beta | NA | 0.46 | 0.51 | 0.52 | 0.64 | 0.66 | NA | NA | 0.75 | 0.53 | 0.55 | 0.41 | 0.89 | 0.51 | 0.71 | 0.58 | 0.76 | 0.89 | 0.73 | 0.81 | 0.85 | 0.95 | 0.89 | 0.99 | 0.93 | 0.94 | 0.81 | 0.81 | 0.78 | 0.76 | 0.69 | 0.52 | 0.69 | 0.92 | 0.82 | 0.82 | 0.72 | 0.78 | 0.96 | 0.78 | 0.76 | 1.0 |
RSquared | NA | 0.77 | 0.69 | 0.73 | 0.71 | 0.73 | NA | NA | 0.8 | 0.7 | 0.81 | 0.48 | 0.82 | 0.58 | 0.82 | 0.55 | 0.82 | 0.89 | 0.84 | 0.86 | 0.9 | 0.95 | 0.96 | 0.94 | 0.95 | 0.89 | 0.76 | 0.74 | 0.9 | 0.94 | 0.92 | 0.79 | 0.79 | 0.83 | 0.81 | 0.83 | 0.56 | 0.45 | 0.72 | 0.56 | 0.67 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/1995
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