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JDWRX: JANUS GLOBAL RESEARCH FUND CLASS R (MUTUAL FUND)
Basic Info 127.65 3.61(2.75%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 01/25/2005 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 8.07% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 5.2 | 16.9 | 19.9 | 7.5 | 10.8 | 9.0 | 7.7 | 7.9 | 20.0 | 22.7 | 26.0 | -22.8 | 5.0 | 15.5 | 28.1 | -7.5 | 26.1 | 1.4 | -2.8 | 6.7 | 26.9 | 19.2 | -14.3 | 16.5 | 47.7 | -44.8 | 8.6 | 16.7 | 9.2 |
| Sharpe Ratio | NA | 1.23 | 1.55 | 1.23 | 0.31 | 0.51 | NA | NA | 0.34 | 0.96 | 1.47 | 1.72 | -0.94 | 0.27 | 0.46 | 2.18 | -0.55 | 3.67 | 0.07 | -0.19 | 0.59 | 2.21 | 1.17 | -0.53 | 0.94 | 1.7 | -1.12 | 0.35 | 1.12 | 0.84 |
| Draw Down(%) | NA | 10.9 | 10.9 | 17.3 | 36.7 | 36.7 | NA | NA | 60.9 | 17.3 | 9.2 | 9.8 | 28.1 | 16.2 | 34.8 | 6.9 | 18.9 | 2.8 | 15.4 | 16.4 | 9.7 | 8.2 | 17.1 | 26.6 | 15.1 | 26.5 | 57.3 | 10.4 | 12.8 | 6.9 |
| Standard Deviation(%) | NA | 15.1 | 12.5 | 14.9 | 18.3 | 18.5 | NA | NA | 19.7 | 17.9 | 13.0 | 13.1 | 25.8 | 18.4 | 33.1 | 12.2 | 16.1 | 7.0 | 15.9 | 15.2 | 11.3 | 12.2 | 16.5 | 26.9 | 17.4 | 28.1 | 40.9 | 15.7 | 11.9 | 9.0 |
| Treynor Ratio | NA | 0.25 | 0.25 | 0.2 | 0.06 | 0.09 | NA | NA | 0.07 | 0.16 | 0.22 | 0.24 | -0.21 | 0.05 | 0.14 | 0.25 | -0.08 | 0.3 | 0.01 | -0.03 | 0.07 | 0.29 | 0.2 | -0.14 | 0.21 | 0.55 | -0.53 | 0.07 | 0.19 | 0.11 |
| Alpha | NA | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | NA | NA | 0.01 | -0.04 | 0.06 | 0.04 | -0.02 | -0.01 | 0.01 | 0.02 | 0.04 | 0.01 | -0.01 | 0.01 | 0.04 | 0.04 | 0.01 | 0.0 | 0.03 | 0.05 | -0.04 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.75 | 0.77 | 0.9 | 1.02 | 1.03 | NA | NA | 0.92 | 1.06 | 0.86 | 0.92 | 1.17 | 1.04 | 1.08 | 1.05 | 1.09 | 0.84 | 0.87 | 0.91 | 0.91 | 0.91 | 0.98 | 0.99 | 0.78 | 0.86 | 0.86 | 0.76 | 0.71 | 0.69 |
| RSquared | NA | 0.82 | 0.76 | 0.7 | 0.71 | 0.8 | NA | NA | 0.81 | 0.72 | 0.63 | 0.73 | 0.83 | 0.53 | 0.92 | 0.8 | 0.84 | 0.75 | 0.84 | 0.84 | 0.76 | 0.84 | 0.9 | 0.93 | 0.89 | 0.79 | 0.84 | 0.81 | 0.72 | 0.65 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.6 | 8.7 | 5.0 | 0.3 | 0.0 | 0.0 | 5.2 | 5.5 | 0.1 | 0.3 | 0.4 | 0.6 | 0.1 | 0.6 | 0.4 | 0.0 | 9.2 | 0.2 | 0.1 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.1 | 106.6 | 1402.3 | N/A | N/A | -100.0 | -18.3 | 5816.5 | -51.9 | -35.0 | -34.0 | 488.5 | -76.0 | 39.6 | N/A | -100.0 | 2182.9 | 121.6 | -94.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2004
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