Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CACAX (Janus Enterprise 529 PORT AG) | 4.82% | 12.88% | 13.76% | 12.04% | 3.95% | NA | NA | 4.58% |
Data as of 07/10/2025, AR inception is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACAX (Janus Enterprise 529 PORT AG) | 10/23/2013 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 12.88 | 13.76 | 12.04 | 3.95 | NA | NA | 4.58 | 4.82 | 16.65 | 17.58 | -16.11 | 16.97 | 19.78 | 34.79 | -1.31 | 25.99 | -42.92 | -2.70 | 1.55 | 4.49 |
| Sharpe Ratio | NA | 0.54 | 0.56 | 0.53 | 0.09 | NA | NA | 0.12 | 0.26 | 0.78 | 0.78 | -0.66 | 1.22 | 0.56 | 2.58 | -0.16 | 3.16 | -0.68 | -0.17 | 0.11 | 2.63 |
| Standard Deviation(%) | NA | 19.14 | 18.74 | 18.73 | 27.46 | NA | NA | 25.91 | 23.04 | 13.06 | 17.28 | 26.41 | 13.86 | 34.86 | 12.93 | 16.44 | 8.05 | 63.26 | 16.15 | 14.32 | 10.07 |
| Draw Down(%) | NA | 19.69 | 19.69 | 24.29 | 53.19 | NA | NA | 54.12 | 19.30 | 5.99 | 14.44 | 23.70 | 7.09 | 38.29 | 6.33 | 19.49 | 3.37 | 48.90 | 13.60 | 12.52 | 2.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACAX (Janus Enterprise 529 PORT AG) |
-17.38%
Dec 2013 - Dec 2016 |
-7.37%
Mar 2015 - Mar 2020 |
2.10%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACAX (Janus Enterprise 529 PORT AG) |
23.61%
Dec 2018 - Dec 2021 |
19.13%
Oct 2016 - Oct 2021 |
4.75%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart