Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JABAX (JANUS BALANCED FUND CLASS T) | 4.27% | 3.40% | 10.10% | 6.88% | 7.58% | 8.53% | 7.93% | 9.07% |
Data as of 06/20/2025, AR inception is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JABAX (JANUS BALANCED FUND CLASS T) | 12/30/1992 | 06/20/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 3.40 | 10.10 | 6.88 | 7.58 | 8.53 | 7.93 | 9.07 | 4.27 | 9.99 | 15.28 | -17.39 | 12.87 | 12.93 | 22.41 | 0.54 | 18.38 | 4.44 | 0.45 | 8.44 | 19.59 | 12.99 | 1.35 | 7.74 | 24.28 | -15.19 | 10.11 | 10.56 | 7.75 | 7.98 | 13.74 | -6.85 | -5.03 | -2.22 | 23.54 | 31.20 | 21.97 | 15.31 | 27.31 | 0.02 | 10.56 | 0.20 |
| Sharpe Ratio | NA | 0.01 | 0.62 | 0.42 | 0.54 | NA | NA | 0.70 | 0.40 | 0.34 | 1.33 | -1.20 | 1.37 | 0.66 | 2.82 | -0.07 | 3.96 | 0.52 | 0.05 | 1.30 | 3.10 | 1.69 | 0.10 | 0.78 | 2.14 | -1.01 | 0.82 | 1.00 | 0.84 | 1.04 | 1.70 | -0.83 | -0.74 | -0.43 | 1.48 | 1.84 | 2.11 | 1.62 | 4.44 | -0.60 | 1.52 | NA |
| Standard Deviation(%) | NA | 13.80 | 11.58 | 11.72 | 11.43 | NA | NA | 10.32 | 16.06 | 10.03 | 8.35 | 15.64 | 9.37 | 19.17 | 7.45 | 10.51 | 4.50 | 8.20 | 9.30 | 6.49 | 6.31 | 7.70 | 13.86 | 9.81 | 11.31 | 15.84 | 8.75 | 7.36 | 6.67 | 6.77 | 7.67 | 9.55 | 10.11 | 14.56 | 13.76 | 15.19 | 8.71 | 7.22 | 5.29 | 4.92 | 5.55 | 0.00 |
| Draw Down(%) | NA | 15.53 | 15.53 | 23.65 | 23.65 | NA | NA | 25.98 | 11.94 | 7.65 | 7.80 | 21.32 | 3.95 | 22.50 | 3.30 | 10.97 | 2.00 | 7.74 | 8.08 | 4.32 | 4.32 | 6.75 | 13.86 | 8.47 | 9.70 | 25.98 | 5.42 | 6.38 | 4.39 | 4.79 | 5.38 | 12.92 | 14.42 | 12.36 | 8.45 | 18.84 | 6.20 | 4.48 | 1.46 | 3.48 | 3.37 | 0.00 |
| Yield(%) | 0.00 | 1.89 | 2.06 | 1.71 | 3.44 | 4.82 | 5.03 | 8.82 | 0.45 | 2.14 | 2.42 | 0.81 | 0.81 | 1.41 | 3.28 | 6.51 | 5.79 | 3.35 | 5.85 | 6.26 | 5.03 | 5.70 | 3.68 | 5.35 | 1.55 | 6.00 | 5.94 | 1.87 | 1.90 | 1.33 | 2.05 | 2.09 | 2.53 | 7.15 | 3.96 | 3.01 | 13.13 | 12.13 | 9.16 | 4.61 | 1.97 | 0.20 |
Data as of 06/20/2025, AR inception is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABAX (JANUS BALANCED FUND CLASS T) |
-6.25%
Mar 2000 - Mar 2003 |
0.08%
Mar 2000 - Mar 2005 |
2.95%
Mar 1999 - Mar 2009 |
5.48%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABAX (JANUS BALANCED FUND CLASS T) |
26.55%
Mar 1997 - Mar 2000 |
23.75%
Dec 1994 - Dec 1999 |
11.92%
Dec 1994 - Dec 2004 |
10.31%
Apr 1993 - Apr 2008 |
Annualized Rolling Returns Comparison Chart