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JSVAX: JANUS CONTRARIAN FUND CLASS T (MUTUAL FUND)
Basic Info 27.03 0.18(0.67%) April 29
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (97%) |
Start Date: | 03/13/2000 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 0.40% |
Expenses | 0.99% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 4.3 | 17.7 | 1.7 | 11.7 | 9.0 | 11.9 | 9.2 | 8.2 | 21.5 | -21.6 | 20.6 | 27.8 | 43.0 | -4.1 | 5.3 | 8.1 | -13.2 | 17.6 | 38.5 | 23.8 | -15.9 | 11.3 | 37.0 | -48.1 | 21.2 | 24.6 | 16.0 | 22.6 | 53.3 | -23.7 | -11.7 | 9.1 |
Sharpe Ratio | NA | 0.57 | 0.91 | -0.03 | 0.4 | 0.38 | NA | NA | 0.33 | 0.95 | -0.78 | 1.17 | 0.73 | 2.83 | -0.3 | 0.55 | 0.42 | -0.78 | 1.35 | 3.09 | 1.67 | -0.66 | 0.56 | 1.14 | -1.15 | 1.26 | 1.75 | 1.28 | 1.68 | 3.2 | -1.07 | -0.67 | 0.37 |
Draw Down(%) | NA | 6.9 | 19.0 | 30.4 | 40.2 | 40.2 | NA | NA | 63.5 | 19.0 | 29.0 | 7.9 | 40.2 | 7.8 | 22.3 | 6.8 | 15.7 | 20.4 | 9.4 | 5.8 | 11.8 | 28.1 | 17.2 | 31.1 | 59.4 | 10.8 | 13.8 | 8.7 | 11.7 | 11.8 | 35.2 | 32.5 | 14.7 |
Standard Deviation(%) | NA | 14.0 | 16.5 | 21.9 | 25.1 | 20.9 | NA | NA | 21.2 | 18.2 | 29.6 | 17.6 | 37.7 | 14.7 | 18.0 | 8.5 | 18.6 | 16.9 | 13.1 | 12.5 | 14.3 | 23.9 | 20.1 | 32.3 | 42.4 | 14.5 | 12.2 | 10.8 | 12.9 | 16.4 | 23.1 | 21.4 | 19.7 |
Treynor Ratio | NA | 0.08 | 0.13 | -0.01 | 0.09 | 0.07 | NA | NA | 0.07 | 0.15 | -0.21 | 0.18 | 0.27 | 0.39 | -0.05 | 0.04 | 0.06 | -0.14 | 0.18 | 0.41 | 0.24 | -0.16 | 0.11 | 0.34 | -0.49 | 0.22 | 0.22 | 0.16 | 0.23 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.04 | -0.04 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.01 | -0.03 | 0.02 | 0.03 | 0.0 | -0.06 | -0.02 | -0.06 | 0.02 | 0.02 | 0.03 | -0.07 | -0.02 | 0.02 | -0.08 | 0.05 | 0.03 | 0.04 | 0.05 | NA | NA | NA | NA |
Beta | NA | 1.02 | 1.17 | 1.12 | 1.08 | 1.06 | NA | NA | 1.02 | 1.17 | 1.12 | 1.13 | 1.03 | 1.08 | 1.0 | 1.09 | 1.21 | 0.95 | 0.97 | 0.95 | 1.0 | 0.97 | 1.04 | 1.08 | 0.99 | 0.82 | 0.98 | 0.85 | 0.96 | NA | NA | NA | NA |
RSquared | NA | 0.73 | 0.71 | 0.82 | 0.86 | 0.84 | NA | NA | 0.72 | 0.72 | 0.88 | 0.73 | 0.91 | 0.84 | 0.9 | 0.74 | 0.74 | 0.76 | 0.72 | 0.71 | 0.81 | 0.92 | 0.89 | 0.84 | 0.92 | 0.8 | 0.66 | 0.66 | 0.63 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 7.3 | 5.1 | 7.3 | 6.6 | 10.0 | 8.1 | N/A | 8.0 | 0.3 | 10.7 | 2.0 | 14.8 | 7.6 | 7.8 | 4.0 | 2.5 | 11.3 | 0.2 | 1.0 | 0.0 | 0.3 | 0.0 | 2.2 | 5.6 | 13.1 | 1.7 | 0.3 | 0.0 | 0.1 | 0.2 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | 1720.0 | 8.2 | 15.8 | 269.9 | N/A | N/A | N/A | 1720.0 | -96.4 | 553.5 | -82.7 | 69.9 | -3.9 | 108.2 | 30.4 | -76.0 | 7666.7 | -76.9 | N/A | -100.0 | N/A | -100.0 | -54.7 | -53.0 | 818.2 | 633.3 | N/A | -100.0 | -50.0 | -92.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2000
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