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JDMAX: JANUS ENTERPRISE FUND CLASS A (MUTUAL FUND)
Basic Info 134.76 1.11(0.83%) May 19
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 01/26/2005 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 0.84% |
| Expenses | 1.14% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/26/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 0.9 | 2.2 | 2.4 | 2.8 | 6.0 | 9.6 | 8.8 | 8.7 | 8.4 | 8.5 | -24.7 | -0.2 | 10.5 | 34.8 | -1.3 | 26.1 | 11.7 | 3.0 | 11.8 | 30.4 | 17.4 | -2.0 | 25.5 | 42.3 | -40.9 | 21.4 | 13.2 | 16.6 |
| Sharpe Ratio | NA | -0.03 | -0.21 | -0.09 | 0.01 | 0.2 | NA | NA | 0.36 | 0.13 | 0.26 | -0.97 | -0.01 | 0.28 | 2.59 | -0.16 | 3.19 | 0.81 | 0.22 | 0.95 | 2.67 | 1.26 | -0.08 | 1.4 | 1.49 | -0.98 | 1.18 | 0.78 | 1.34 |
| Draw Down(%) | NA | 19.3 | 24.2 | 24.2 | 37.5 | 38.3 | NA | NA | 55.5 | 11.2 | 14.4 | 26.3 | 20.3 | 38.3 | 6.3 | 19.5 | 3.4 | 11.1 | 11.8 | 8.8 | 4.9 | 11.5 | 22.1 | 13.6 | 25.2 | 55.5 | 8.3 | 12.1 | 8.3 |
| Standard Deviation(%) | NA | 25.9 | 19.8 | 20.1 | 21.3 | 20.3 | NA | NA | 20.7 | 14.1 | 16.4 | 26.9 | 23.2 | 36.1 | 12.9 | 16.3 | 8.0 | 14.1 | 14.0 | 12.4 | 11.4 | 13.9 | 24.4 | 18.2 | 28.3 | 42.3 | 15.7 | 12.9 | 11.7 |
| Treynor Ratio | NA | -0.01 | -0.05 | -0.02 | 0.0 | 0.05 | NA | NA | 0.09 | 0.02 | 0.05 | -0.35 | 0.0 | 0.11 | 0.37 | -0.03 | 0.28 | 0.13 | 0.04 | 0.14 | 0.37 | 0.21 | -0.02 | 0.32 | 0.45 | -0.47 | 0.21 | 0.12 | 0.0 |
| Alpha | NA | -0.06 | -0.05 | -0.04 | -0.03 | -0.01 | NA | NA | 0.0 | -0.02 | -0.04 | -0.01 | -0.05 | -0.07 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | NA |
| Beta | NA | 0.83 | 0.8 | 0.8 | 0.78 | 0.85 | NA | NA | 0.86 | 0.76 | 0.81 | 0.75 | 0.8 | 0.95 | 0.9 | 0.88 | 0.91 | 0.86 | 0.86 | 0.87 | 0.82 | 0.82 | 0.85 | 0.81 | 0.94 | 0.88 | 0.88 | 0.86 | NA |
| RSquared | NA | 0.92 | 0.8 | 0.76 | 0.68 | 0.8 | NA | NA | 0.85 | 0.68 | 0.69 | 0.8 | 0.43 | 0.88 | 0.93 | 0.95 | 0.88 | 0.95 | 0.94 | 0.92 | 0.91 | 0.92 | 0.96 | 0.96 | 0.98 | 0.95 | 0.94 | 0.2 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 0.3 | 0.2 | 2.3 | 4.6 | 6.7 | N/A | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 5.8 | 5.9 | 2.2 | 1.9 | 3.9 | 6.2 | 6.4 | 3.9 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -81.9 | -94.4 | 81.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -9.5 | 225.1 | 34.3 | -52.9 | -33.4 | 14.6 | 91.5 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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