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JAMRX: JANUS RESEARCH FUND CLASS T (MUTUAL FUND)
Basic Info 79.49 0(0.0%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (91%) |
Start Date: | 05/16/1994 |
Last Dividend Date: | 12/20/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.52% |
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Performance Analytics (As of 04/28/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/16/1994 |
2024 | 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(%) | 2.1 | -6.1 | 10.1 | 12.5 | 10.4 | 10.3 | 12.0 | 10.4 | 10.7 | 28.5 | 38.8 | -30.2 | 5.9 | 28.9 | 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 | -0.74 | 0.04 | 0.32 | 0.33 | 0.38 | NA | NA | 0.4 | 1.19 | 2.15 | -1.0 | 0.27 | 0.81 | 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 | 22.7 | 25.1 | 25.1 | 44.0 | 44.0 | NA | NA | 71.2 | 13.0 | 9.1 | 34.7 | 18.2 | 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 | 35.6 | 25.5 | 23.8 | 23.8 | 21.9 | NA | NA | 21.9 | 18.4 | 16.2 | 31.7 | 22.0 | 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 | -0.28 | 0.01 | 0.09 | 0.1 | 0.1 | NA | NA | 0.1 | 0.26 | 0.42 | -0.38 | 0.1 | 0.3 | 0.5 | -0.05 | 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 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.01 | 0.02 | 0.03 | -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 | 0.94 | 0.89 | 0.87 | 0.81 | 0.86 | NA | NA | 0.89 | 0.83 | 0.82 | 0.84 | 0.61 | 0.95 | 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 | 0.98 | 0.91 | 0.94 | 0.84 | 0.88 | NA | NA | 0.85 | 0.85 | 0.91 | 0.96 | 0.45 | 0.95 | 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 | 0.0 | 0.0 | 0.0 | 4.3 | 6.7 | 6.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 12.6 | 9.5 | 9.6 | 5.5 | 9.3 | 14.5 | 0.9 | 0.8 | 0.5 | 0.5 | 0.9 | 0.2 | 0.1 | 0.1 | 0.3 | 0.1 | 0.0 | 0.0 | 0.2 | 10.0 | 13.5 | 12.1 | 11.9 | 14.6 | 15.2 | 2.1 |
Dividend Growth(%) | N/A | N/A | N/A | -99.7 | -99.7 | 166.2 | 62.8 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -99.4 | 15.1 | 14.6 | 73.0 | -44.0 | -36.2 | 1986.0 | 40.0 | 31.9 | 23.5 | -21.4 | 250.0 | 77.8 | 42.1 | -69.4 | 113.8 | N/A | N/A | -100.0 | -99.0 | 36.0 | 62.3 | 3.6 | -17.6 | 14.3 | 663.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/16/1994
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