Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CACBX (Janus Enterprise 529 PORT C) | 3.18% | 8.40% | 10.56% | 10.08% | 3.81% | NA | NA | 4.36% |
Data as of 07/21/2025, AR inception is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACBX (Janus Enterprise 529 PORT C) | 10/23/2013 | 07/21/2025 |
| 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 (%) | -0.21 | 8.40 | 10.56 | 10.08 | 3.81 | NA | NA | 4.36 | 3.18 | 15.76 | 16.67 | -16.70 | 16.07 | 18.94 | 33.69 | -1.99 | 25.02 | -38.88 | -3.38 | 0.77 | 4.36 |
| Sharpe Ratio | NA | 0.33 | 0.51 | 0.44 | 0.09 | NA | NA | 0.12 | 0.18 | 0.70 | 0.72 | -0.68 | 1.16 | 0.53 | 2.49 | -0.20 | 3.01 | -0.70 | -0.21 | 0.05 | 2.51 |
| Standard Deviation(%) | NA | 19.07 | 18.73 | 18.74 | 25.82 | NA | NA | 24.39 | 22.33 | 13.17 | 17.30 | 26.54 | 13.82 | 34.83 | 12.95 | 16.46 | 8.14 | 55.95 | 16.15 | 14.33 | 10.23 |
| Draw Down(%) | NA | 19.87 | 19.87 | 24.74 | 49.69 | NA | NA | 50.88 | 19.36 | 6.01 | 14.60 | 23.97 | 7.07 | 38.33 | 6.43 | 19.66 | 3.48 | 45.09 | 13.78 | 12.75 | 3.00 |
| 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 07/21/2025, 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 |
|---|---|---|---|---|
| CACBX (Janus Enterprise 529 PORT C) |
-15.89%
Dec 2013 - Dec 2016 |
-6.64%
Mar 2015 - Mar 2020 |
2.11%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACBX (Janus Enterprise 529 PORT C) |
22.66%
Dec 2018 - Dec 2021 |
18.25%
Oct 2016 - Oct 2021 |
4.77%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart