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JAMRX: JANUS RESEARCH FUND CLASS T (MUTUAL FUND)
Basic Info 71.32 1.58(2.17%) April 19
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (91%) |
Start Date: | 05/16/1994 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 3.12% |
Expenses | 0.52% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/17/1994 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.0 | 8.3 | 35.6 | 6.8 | 14.2 | 13.3 | 15.5 | 10.9 | 11.4 | 43.0 | -30.0 | 20.1 | 32.7 | 35.3 | -2.8 | 26.1 | 1.4 | 5.2 | 14.3 | 35.1 | 16.6 | -3.9 | 21.0 | 43.0 | -44.4 | 24.5 | 8.7 | 6.8 | 10.8 | 32.1 | -29.0 | -29.8 | -22.9 | 96.3 | 58.6 | 12.3 | 17.7 | 33.2 | 10.2 |
Sharpe Ratio | NA | 3.46 | 2.7 | 0.29 | 0.56 | 0.65 | NA | NA | 0.46 | 2.42 | -1.0 | 1.16 | 0.91 | 2.3 | -0.21 | 3.29 | 0.08 | 0.32 | 1.12 | 2.92 | 1.16 | -0.16 | 1.15 | 1.56 | -1.11 | 1.39 | 0.45 | 0.47 | 0.78 | 1.91 | -1.24 | -1.07 | -0.72 | 3.24 | 2.15 | 0.49 | 0.98 | 2.54 | 1.55 |
Draw Down(%) | NA | 2.6 | 9.1 | 36.5 | 36.5 | 36.5 | NA | NA | 71.2 | 9.1 | 34.7 | 7.6 | 32.3 | 7.7 | 22.0 | 3.1 | 13.5 | 11.6 | 8.3 | 6.1 | 11.9 | 21.3 | 14.7 | 25.1 | 55.7 | 8.6 | 11.7 | 7.6 | 13.4 | 11.9 | 37.2 | 44.3 | 40.0 | 14.9 | 25.9 | 14.7 | 14.1 | 7.8 | 7.5 |
Standard Deviation(%) | NA | 16.2 | 15.3 | 22.5 | 24.6 | 20.3 | NA | NA | 21.6 | 16.2 | 31.7 | 17.2 | 35.3 | 14.7 | 19.6 | 7.8 | 14.4 | 15.9 | 12.7 | 12.0 | 14.4 | 25.0 | 18.2 | 27.5 | 40.8 | 15.6 | 12.1 | 9.8 | 12.6 | 16.4 | 24.3 | 30.5 | 37.4 | 28.7 | 25.7 | 17.9 | 14.4 | 11.5 | 8.7 |
Treynor Ratio | NA | 0.64 | 0.49 | 0.08 | 0.16 | 0.15 | NA | NA | 0.11 | 0.47 | -0.38 | 0.27 | 0.33 | 0.5 | -0.04 | 0.3 | 0.01 | 0.05 | 0.16 | 0.36 | 0.18 | -0.04 | 0.22 | 0.39 | -0.42 | 0.24 | 0.06 | 0.06 | 0.12 | 0.39 | -0.41 | -0.39 | -0.28 | 0.8 | 0.6 | 0.11 | 0.22 | 0.5 | 0.33 |
Alpha | NA | 0.06 | 0.03 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.02 | 0.04 | -0.06 | 0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | -0.03 | 0.05 | 0.03 | -0.01 | 0.02 | 0.04 | -0.01 | -0.02 | -0.01 | 0.21 | 0.09 | -0.01 | 0.02 | 0.04 | 0.04 |
Beta | NA | 0.88 | 0.85 | 0.83 | 0.88 | 0.87 | NA | NA | 0.9 | 0.83 | 0.84 | 0.75 | 0.97 | 0.68 | 0.92 | 0.86 | 0.96 | 0.97 | 0.91 | 0.97 | 0.96 | 0.93 | 0.94 | 1.09 | 1.06 | 0.91 | 0.87 | 0.78 | 0.81 | 0.81 | 0.73 | 0.83 | 0.96 | 1.16 | 0.92 | 0.76 | 0.65 | 0.58 | 0.4 |
RSquared | NA | 0.96 | 0.94 | 0.94 | 0.94 | 0.93 | NA | NA | 0.86 | 0.94 | 0.96 | 0.86 | 0.96 | 0.72 | 0.97 | 0.91 | 0.96 | 0.97 | 0.96 | 0.95 | 0.94 | 0.96 | 0.97 | 0.95 | 0.96 | 0.93 | 0.88 | 0.87 | 0.88 | 0.89 | 0.91 | 0.91 | 0.78 | 0.73 | 0.75 | 0.73 | 0.41 | 0.28 | 0.22 |
Yield(%) | N/A | 0.0 | 3.5 | 5.3 | 7.3 | 8.8 | 15.2 | 9.9 | N/A | 4.0 | 0.2 | 14.0 | 3.7 | 12.6 | 9.5 | 9.6 | 5.5 | 9.2 | 14.5 | 0.9 | 0.8 | 0.5 | 0.5 | 1.0 | 0.2 | 0.1 | 0.1 | 0.3 | 0.2 | 0.0 | 0.0 | 0.1 | 10.0 | 13.4 | 12.1 | 11.8 | 14.7 | 15.2 | 2.1 |
Dividend Growth(%) | N/A | -100.0 | 1361.5 | -4.8 | -14.3 | 3208.5 | N/A | N/A | N/A | 1361.5 | -98.5 | 373.3 | -63.5 | 15.3 | 14.4 | 73.2 | -44.0 | -36.3 | 1993.3 | 36.4 | 37.5 | 23.1 | -23.5 | 240.0 | 66.7 | 50.0 | -66.7 | 100.0 | N/A | N/A | -100.0 | -99.1 | 36.2 | 62.2 | 3.6 | -17.8 | 14.6 | 663.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/1994
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