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JRANX: JANUS RESEARCH FUND CLASS N (MUTUAL FUND)
Basic Info 93.3 1.18(1.28%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 06/04/2012 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 5.23% |
| Expenses | 0.52% |
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Performance Analytics (As of 07/03/2025)
| Last 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(%) | 2.3 | 10.0 | 16.8 | 27.4 | 12.7 | 12.9 | 15.1 | 28.9 | 39.1 | -30.0 | 6.1 | 29.2 | 35.6 | -2.6 | 26.4 | 1.7 | 5.4 | 14.6 | 35.5 | 14.1 |
| Sharpe Ratio | NA | 0.6 | 0.53 | 1.11 | 0.45 | 0.52 | 0.7 | 1.21 | 2.17 | -0.99 | 0.28 | 0.82 | 2.32 | -0.2 | 3.32 | 0.1 | 0.34 | 1.15 | 2.95 | 1.78 |
| Draw Down(%) | NA | 22.6 | 22.6 | 22.6 | 43.9 | 43.9 | 43.9 | 13.0 | 9.0 | 34.6 | 18.2 | 32.3 | 7.7 | 21.9 | 3.1 | 13.5 | 11.6 | 8.2 | 6.0 | 7.2 |
| Standard Deviation(%) | NA | 29.9 | 25.5 | 21.7 | 23.4 | 21.9 | 20.2 | 18.4 | 16.2 | 31.7 | 22.0 | 35.3 | 14.7 | 19.6 | 7.8 | 14.4 | 15.9 | 12.7 | 12.0 | 14.5 |
| Treynor Ratio | NA | 0.19 | 0.14 | 0.27 | 0.12 | 0.13 | 0.16 | 0.27 | 0.43 | -0.37 | 0.1 | 0.3 | 0.5 | -0.04 | 0.3 | 0.02 | 0.06 | 0.16 | 0.36 | 0.25 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.02 | 0.03 | -0.06 | 0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.94 | 0.94 | 0.89 | 0.85 | 0.88 | 0.89 | 0.83 | 0.82 | 0.84 | 0.61 | 0.95 | 0.68 | 0.92 | 0.87 | 0.96 | 0.97 | 0.91 | 0.97 | 1.01 |
| RSquared | NA | 0.98 | 0.98 | 0.96 | 0.89 | 0.91 | 0.91 | 0.85 | 0.91 | 0.96 | 0.45 | 0.95 | 0.72 | 0.97 | 0.91 | 0.96 | 0.97 | 0.96 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 5.2 | 3.2 | 1.7 | 5.5 | N/A | 6.7 | 0.2 | 0.3 | 0.0 | 0.3 | 12.9 | 9.8 | 10.0 | 5.8 | 9.5 | 14.8 | 1.1 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 5185.4 | -14.2 | -76.7 | N/A | N/A | 5185.4 | -54.7 | N/A | -100.0 | -97.6 | 14.7 | 13.7 | 70.7 | -42.4 | -36.4 | 1621.4 | 13.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.53% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.96% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.14% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.03% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.12% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.81% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.77% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.23% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.06% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.95% (99%)
- VUG (Vanguard Growth ETF) 1.08% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.12% (99%)
- QQQQ (PowerShares QQQ) 0.98% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.88% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.27% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.98% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.07% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.14% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 1.14% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.43% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.58% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.11% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.58% (97%)
- GAM (General American Investors Closed Fund) 0.75% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.32% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.06% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.09% (22%)
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