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JSPCX: Janus Conservative Allocation T (MUTUAL FUND)
Basic Info 10.94 0.11(1.00%) February 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/11/2006 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.95% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 5.9 | -4.4 | 2.8 | 2.6 | 4.0 | 4.6 | 5.1 | -18.8 | 3.9 | 14.1 | 12.0 | -5.2 | 12.8 | 2.3 | -2.2 | 4.1 | 10.7 | 10.8 | 1.4 | 10.6 | 23.4 | -16.0 | 10.2 | 9.1 |
| SR | NA | 9.6 | -0.47 | 0.21 | 0.2 | 0.47 | NA | 0.57 | -1.76 | 0.66 | 1.15 | 2.83 | -1.21 | 3.82 | 0.36 | -0.39 | 0.87 | 1.97 | 2.26 | 0.16 | 1.53 | 2.42 | -1.32 | 1.18 | 1.2 |
| DD(%) | NA | 1.0 | 20.4 | 24.1 | 24.1 | 24.1 | NA | 24.5 | 22.7 | 3.7 | 16.3 | 1.7 | 9.8 | 1.2 | 4.2 | 7.7 | 4.4 | 5.6 | 3.7 | 8.1 | 5.3 | 9.5 | 24.5 | 3.5 | 5.4 |
| SD(%) | NA | 8.8 | 12.8 | 10.8 | 8.8 | 7.2 | NA | 7.6 | 11.5 | 5.9 | 12.0 | 3.8 | 5.4 | 3.2 | 5.9 | 5.8 | 4.7 | 5.4 | 4.8 | 8.7 | 6.9 | 9.6 | 12.8 | 6.1 | 5.1 |
| TR | NA | 1.26 | -0.09 | 0.53 | 0.36 | 0.5 | NA | 0.31 | -0.32 | 0.08 | 9.96 | 0.26 | -0.13 | 0.17 | 0.03 | -0.03 | 0.06 | 0.16 | 0.2 | 0.02 | 0.17 | 0.35 | -0.29 | 0.1 | 0.1 |
| Alpha(%) | NA | 0.1 | 0.01 | 0.01 | 0.01 | 0.02 | NA | 0.02 | -0.04 | 0.0 | 0.06 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.03 | -0.02 | -0.01 | 0.0 |
| Beta(%) | NA | 0.67 | 0.68 | 0.04 | 0.05 | 0.07 | NA | 0.14 | 0.62 | 0.51 | 0.01 | 0.41 | 0.51 | 0.7 | 0.63 | 0.68 | 0.66 | 0.67 | 0.54 | 0.56 | 0.61 | 0.66 | 0.59 | 0.7 | 0.6 |
| RS | NA | 0.74 | 0.65 | 0.04 | 0.04 | 0.07 | NA | 0.17 | 0.69 | 0.62 | 0.01 | 0.41 | 0.66 | 0.74 | 0.83 | 0.9 | 0.88 | 0.86 | 0.88 | 0.89 | 0.91 | 0.92 | 0.89 | 0.84 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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