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JEGRX: Janus Henderson Global Sustainable Equity Fund Class R (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/01/2008 |
Last Dividend Date: | 06/04/2012 |
12-Mo. Yield | 0.23% |
Expenses | 0.97% |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 04/01/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | -2.3 | 12.8 | -4.6 | 6.2 | -4.4 | 17.8 | 15.3 | -40.5 |
Sharpe Ratio | NA | -0.11 | 0.65 | -0.17 | 1.14 | -0.2 | 0.9 | 0.48 | -1.22 |
Draw Down(%) | NA | 22.0 | 22.2 | 54.5 | 9.9 | 22.2 | 14.2 | 22.4 | 54.5 |
Standard Deviation(%) | NA | 21.7 | 19.7 | 28.1 | 13.2 | 21.8 | 19.6 | 31.6 | 41.3 |
Treynor Ratio | NA | -0.03 | 0.18 | -0.06 | 0.2 | -0.06 | 0.33 | 0.17 | -0.58 |
Alpha | NA | -0.03 | 0.0 | -0.04 | 0.01 | -0.02 | 0.04 | -0.04 | -0.1 |
Beta | NA | 0.72 | 0.72 | 0.8 | 0.75 | 0.72 | 0.54 | 0.89 | 0.87 |
RSquared | NA | 0.76 | 0.6 | 0.6 | 0.7 | 0.77 | 0.29 | 0.5 | 0.74 |
Yield(%) | N/A | 0.2 | 0.5 | N/A | 0.0 | 0.3 | 0.7 | 0.2 | 1.6 |
Dividend Growth(%) | N/A | -22.9 | N/A | N/A | -100.0 | -55.6 | 350.0 | -93.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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