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JGMRX: JANUS TRITON FUND CLASS R (MUTUAL FUND)
Basic Info 23.57 0.14(0.60%) May 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (9%) |
Start Date: | 08/11/2005 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 8.11% |
Expenses | 1.74% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/11/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 3.5 | 14.0 | -2.4 | 5.7 | 8.6 | 12.7 | 10.3 | 13.9 | -24.1 | 6.1 | 27.8 | 27.6 | -5.7 | 26.2 | 9.9 | 0.6 | 9.2 | 35.6 | 16.0 | 2.2 | 30.7 | 50.0 | -41.1 | 19.8 | 17.2 | 8.3 |
Sharpe Ratio | NA | 0.51 | 0.6 | -0.21 | 0.16 | 0.38 | NA | 0.42 | 0.59 | -0.94 | 0.34 | 0.74 | 1.68 | -0.4 | 2.61 | 0.59 | 0.04 | 0.64 | 2.76 | 1.1 | 0.08 | 1.71 | 1.67 | -0.95 | 0.98 | 0.93 | 1.52 |
Draw Down(%) | NA | 6.7 | 16.3 | 32.2 | 39.8 | 39.8 | NA | 58.0 | 16.3 | 29.4 | 9.9 | 39.8 | 9.4 | 25.8 | 4.4 | 14.9 | 15.5 | 9.7 | 5.3 | 10.4 | 23.5 | 12.3 | 22.6 | 55.8 | 9.7 | 19.9 | 6.9 |
Standard Deviation(%) | NA | 14.8 | 15.1 | 20.1 | 24.2 | 20.1 | NA | 21.9 | 16.5 | 27.1 | 17.6 | 37.3 | 15.6 | 17.6 | 9.9 | 16.5 | 15.4 | 14.3 | 12.9 | 14.6 | 26.4 | 17.9 | 29.9 | 44.2 | 17.1 | 15.0 | 13.3 |
Treynor Ratio | NA | 0.1 | 0.12 | -0.05 | 0.04 | 0.09 | NA | 0.1 | 0.12 | -0.32 | 0.07 | 0.28 | 0.27 | -0.08 | 0.28 | 0.1 | 0.01 | 0.1 | 0.41 | 0.2 | 0.03 | 0.42 | 0.56 | -0.42 | 0.19 | 0.17 | 0.26 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 | -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 | 0.02 | 0.06 |
Beta | NA | 0.78 | 0.77 | 0.8 | 0.88 | 0.89 | NA | 0.89 | 0.8 | 0.81 | 0.81 | 0.97 | 0.96 | 0.9 | 0.91 | 0.92 | 0.94 | 0.88 | 0.86 | 0.82 | 0.81 | 0.74 | 0.9 | 1.01 | 0.9 | 0.8 | 0.77 |
RSquared | NA | 0.91 | 0.88 | 0.93 | 0.94 | 0.94 | NA | 0.94 | 0.89 | 0.96 | 0.89 | 0.97 | 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 | 0.76 |
Yield(%) | N/A | 0.0 | 8.2 | 9.4 | 9.4 | 9.3 | 18.2 | N/A | 8.5 | 4.9 | 20.0 | 5.4 | 5.6 | 6.9 | 6.4 | 3.1 | 7.5 | 10.2 | 4.9 | 5.2 | 3.6 | 2.4 | 0.0 | 3.9 | 9.9 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 21.9 | 113.9 | 63.5 | N/A | N/A | N/A | 21.9 | -78.0 | 336.4 | 19.4 | -30.1 | 30.4 | 123.8 | -62.0 | -27.4 | 165.3 | 5.0 | 40.9 | 96.1 | N/A | -100.0 | -57.2 | 916.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2005
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