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JGMIX: JANUS TRITON FUND CLASS S (MUTUAL FUND)

Basic Info 25.48 0.18(0.71%) July 25

Asset Class:	Small Growth
MyPlanIQ Rating:	(10%)
Start Date:	08/11/2005
Last Dividend Date:	12/06/2024
12-Mo. Yield	7.94%
Expenses	1.74%
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Performance Analytics (As of 07/18/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 08/11/2005	2024
Annualized Return(%) ?	1.0	4.0	6.5	7.6	6.8	7.8	11.3	10.4	2.1
Sharpe Ratio ?	NA	0.11	0.18	0.31	0.23	0.3	NA	0.42	-0.27
Draw Down(%) ?	NA	21.9	24.0	24.0	32.0	39.7	NA	58.0	14.1

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 08/11/2005	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005
Annualized Return(%) ?	1.0	4.0	6.5	7.6	6.8	7.8	11.3	10.4	2.1	5.4	-28.8	-13.1	22.7	27.9	-5.5	26.6	10.1	0.8	9.5	35.9	16.3	2.5	31.0	49.9	-40.9	20.0	17.4	8.4
Sharpe Ratio ?	NA	0.11	0.18	0.31	0.23	0.3	NA	0.42	-0.27	0.06	-1.09	-0.47	0.6	1.7	-0.39	2.65	0.6	0.05	0.66	2.79	1.13	0.09	1.72	1.67	-0.94	1.0	0.94	1.54
Draw Down(%) ?	NA	21.9	24.0	24.0	32.0	39.7	NA	58.0	14.1	16.2	30.3	25.3	39.7	9.4	25.8	4.4	14.9	15.4	9.6	5.2	10.4	23.4	12.3	22.7	55.7	9.7	19.9	6.9
Standard Deviation(%) ?	NA	24.1	20.9	19.2	20.1	20.8	NA	21.8	16.9	18.1	27.8	28.1	37.5	15.6	17.7	9.8	16.5	15.4	14.3	12.9	14.5	26.4	17.9	29.8	44.3	17.1	15.1	13.3
Treynor Ratio ?	NA	0.03	0.04	0.07	0.06	0.07	NA	0.1	-0.06	0.01	-0.37	-0.15	0.23	0.28	-0.08	0.29	0.11	0.01	0.11	0.42	0.2	0.03	0.42	0.56	-0.41	0.19	0.18	0.27
Alpha	NA	0.01	-0.01	-0.01	0.0	0.0	NA	0.01	-0.04	-0.04	-0.03	-0.07	-0.03	-0.01	0.0	0.02	0.0	0.01	0.02	0.01	0.01	0.01	0.03	0.04	0.0	0.04	0.03	0.06
Beta	NA	0.84	0.82	0.81	0.82	0.88	NA	0.89	0.76	0.81	0.81	0.88	0.97	0.96	0.9	0.91	0.92	0.94	0.88	0.86	0.82	0.81	0.74	0.89	1.01	0.9	0.81	0.77
RSquared ?	NA	0.96	0.93	0.94	0.94	0.95	NA	0.95	0.7	0.77	0.91	0.48	0.96	0.95	0.96	0.91	0.96	0.95	0.94	0.93	0.94	0.98	0.97	0.96	0.97	0.93	0.82	0.77
Yield(%)	N/A	0.0	7.9	7.2	9.5	8.6	12.5	N/A	8.5	8.2	4.8	19.5	5.3	5.5	6.8	6.3	3.1	7.5	10.2	4.9	5.3	3.7	2.4	0.2	3.9	9.8	1.1	0.0
Dividend Growth(%)	N/A	-100.0	9.1	-45.2	97.2	N/A	N/A	N/A	9.1	21.9	-78.0	336.4	19.4	-30.1	30.4	123.8	-62.0	-27.4	165.3	2.4	44.4	96.1	1818.8	-96.9	-57.2	916.0	N/A	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 08/11/2005	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005
Annualized Return(%) ?	1.0	4.0	6.5	7.6	6.8	7.8	11.3	10.4	2.1	5.4	-28.8	-13.1	22.7	27.9	-5.5	26.6	10.1	0.8	9.5	35.9	16.3	2.5	31.0	49.9	-40.9	20.0	17.4	8.4
Sharpe Ratio ?	NA	0.11	0.18	0.31	0.23	0.3	NA	0.42	-0.27	0.06	-1.09	-0.47	0.6	1.7	-0.39	2.65	0.6	0.05	0.66	2.79	1.13	0.09	1.72	1.67	-0.94	1.0	0.94	1.54
Draw Down(%) ?	NA	21.9	24.0	24.0	32.0	39.7	NA	58.0	14.1	16.2	30.3	25.3	39.7	9.4	25.8	4.4	14.9	15.4	9.6	5.2	10.4	23.4	12.3	22.7	55.7	9.7	19.9	6.9
Standard Deviation(%) ?	NA	24.1	20.9	19.2	20.1	20.8	NA	21.8	16.9	18.1	27.8	28.1	37.5	15.6	17.7	9.8	16.5	15.4	14.3	12.9	14.5	26.4	17.9	29.8	44.3	17.1	15.1	13.3
Treynor Ratio ?	NA	0.03	0.04	0.07	0.06	0.07	NA	0.1	-0.06	0.01	-0.37	-0.15	0.23	0.28	-0.08	0.29	0.11	0.01	0.11	0.42	0.2	0.03	0.42	0.56	-0.41	0.19	0.18	0.27
Alpha	NA	0.01	-0.01	-0.01	0.0	0.0	NA	0.01	-0.04	-0.04	-0.03	-0.07	-0.03	-0.01	0.0	0.02	0.0	0.01	0.02	0.01	0.01	0.01	0.03	0.04	0.0	0.04	0.03	0.06
Beta	NA	0.84	0.82	0.81	0.82	0.88	NA	0.89	0.76	0.81	0.81	0.88	0.97	0.96	0.9	0.91	0.92	0.94	0.88	0.86	0.82	0.81	0.74	0.89	1.01	0.9	0.81	0.77
RSquared ?	NA	0.96	0.93	0.94	0.94	0.95	NA	0.95	0.7	0.77	0.91	0.48	0.96	0.95	0.96	0.91	0.96	0.95	0.94	0.93	0.94	0.98	0.97	0.96	0.97	0.93	0.82	0.77
Yield(%)	N/A	0.0	7.9	7.2	9.5	8.6	12.5	N/A	8.5	8.2	4.8	19.5	5.3	5.5	6.8	6.3	3.1	7.5	10.2	4.9	5.3	3.7	2.4	0.2	3.9	9.8	1.1	0.0
Dividend Growth(%)	N/A	-100.0	9.1	-45.2	97.2	N/A	N/A	N/A	9.1	21.9	-78.0	336.4	19.4	-30.1	30.4	123.8	-62.0	-27.4	165.3	2.4	44.4	96.1	1818.8	-96.9	-57.2	916.0	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2005

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JGMIX: JANUS TRITON FUND CLASS S (MUTUAL FUND)

Basic Info 25.48 0.18(0.71%) July 25

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JGMIX: JANUS TRITON FUND CLASS S (MUTUAL FUND)

Basic Info 25.48 0.18(0.71%) July 25

Performance Analytics (As of 07/18/2025)

Top Rated Funds in Small Growth

Best Mutual Funds

Best ETFs

Latest Articles Related to JGMIX

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