Find A Portfolio/Ticker
Comparison Box
JGMNX: JANUS TRITON FUND CLASS N (MUTUAL FUND)
Basic Info 27.88 0.06(0.22%) July 01
Asset Class: | Small Growth |
MyPlanIQ Rating: | (3%) |
Start Date: | 06/04/2012 |
Last Dividend Date: | 12/06/2024 |
12-Mo. Yield | 7.35% |
Expenses | 0.69% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/27/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 1.3 | 8.3 | 8.2 | 7.8 | 8.0 | 11.3 | 3.4 | 6.8 | -28.0 | -11.4 | 23.6 | 28.6 | -5.0 | 27.2 | 10.7 | 1.4 | 10.0 | 36.7 | 13.7 |
Sharpe Ratio | NA | -0.03 | 0.24 | 0.25 | 0.3 | 0.31 | 0.53 | -0.19 | 0.14 | -1.07 | -0.42 | 0.62 | 1.75 | -0.36 | 2.71 | 0.63 | 0.09 | 0.7 | 2.84 | 1.72 |
Draw Down(%) | NA | 21.8 | 23.8 | 23.8 | 31.7 | 39.7 | 39.7 | 13.4 | 16.1 | 29.6 | 24.1 | 39.7 | 9.3 | 25.7 | 4.3 | 14.9 | 15.3 | 9.5 | 5.2 | 7.4 |
Standard Deviation(%) | NA | 25.1 | 21.0 | 19.3 | 20.2 | 20.8 | 19.4 | 16.6 | 17.8 | 27.6 | 27.0 | 37.4 | 15.6 | 17.6 | 9.9 | 16.5 | 15.4 | 14.3 | 12.9 | 14.6 |
Treynor Ratio | NA | -0.01 | 0.06 | 0.06 | 0.07 | 0.07 | 0.12 | -0.04 | 0.03 | -0.37 | -0.13 | 0.24 | 0.28 | -0.07 | 0.29 | 0.11 | 0.01 | 0.11 | 0.42 | 0.3 |
Alpha | NA | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | -0.04 | -0.03 | -0.06 | -0.03 | -0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 |
Beta | NA | 0.84 | 0.82 | 0.81 | 0.82 | 0.88 | 0.88 | 0.77 | 0.81 | 0.81 | 0.87 | 0.97 | 0.96 | 0.9 | 0.91 | 0.93 | 0.94 | 0.88 | 0.86 | 0.84 |
RSquared | NA | 0.96 | 0.95 | 0.94 | 0.94 | 0.95 | 0.95 | 0.75 | 0.8 | 0.92 | 0.51 | 0.96 | 0.95 | 0.96 | 0.91 | 0.96 | 0.95 | 0.94 | 0.93 | 0.92 |
Yield(%) | N/A | 0.0 | 7.4 | 6.9 | 9.4 | 8.2 | N/A | 7.7 | 7.4 | 4.4 | 18.3 | 5.0 | 5.2 | 6.5 | 6.1 | 3.2 | 7.6 | 10.2 | 4.8 | 5.6 |
Dividend Growth(%) | N/A | -100.0 | 9.1 | -45.2 | 93.9 | N/A | N/A | 9.1 | 21.9 | -78.0 | 336.4 | 19.4 | -30.1 | 30.4 | 105.8 | -60.2 | -26.1 | 170.6 | -4.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 1.34% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.13% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 0.57% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 0.94% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 0.93% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 1.47% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 1.35% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 0.86% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 0.39% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 2.63% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.62% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.22% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 0.30% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 0.16% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.12% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.75% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 0.38% (23%)