Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACEX (Janus Enterprise 529 PORT Z) | 7.67% | 14.46% | 13.17% | 7.81% | 12.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACEX (Janus Enterprise 529 PORT Z) | 10/23/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 14.46 | 13.17 | 7.81 | 12.61 | NA | NA | … | … | 7.67 | 7.50 | 16.92 | 17.88 | -15.92 | 20.09 | 19.54 | 34.35 | -1.40 | 25.67 | -42.49 | -2.43 | 25.94 | 4.48 |
| Sharpe Ratio | NA | 0.88 | 0.62 | 0.27 | 0.57 | NA | NA | … | … | 0.88 | 0.36 | 0.80 | 0.79 | -0.65 | 1.41 | 0.55 | 2.55 | -0.17 | 3.12 | -0.68 | -0.15 | 1.00 | 2.61 |
| Standard Deviation(%) | NA | 13.74 | 16.27 | 18.56 | 19.05 | NA | NA | … | … | 15.95 | 18.54 | 13.09 | 17.33 | 26.54 | 14.21 | 34.82 | 12.93 | 16.42 | 8.06 | 62.42 | 16.16 | 26.04 | 10.16 |
| Draw Down(%) | NA | 11.42 | 19.60 | 24.11 | 38.31 | NA | NA | … | … | 11.42 | 19.26 | 5.96 | 14.34 | 23.44 | 7.07 | 38.31 | 6.39 | 19.55 | 3.38 | 48.41 | 13.56 | 12.49 | 2.95 |
| 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 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACEX (Janus Enterprise 529 PORT Z) |
-14.17%
Jun 2014 – Jun 2017 |
-7.32%
Mar 2015 – Mar 2020 |
3.30%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACEX (Janus Enterprise 529 PORT Z) |
24.48%
Dec 2018 – Dec 2021 |
19.54%
Oct 2016 – Oct 2021 |
12.58%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart