Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JABNX (JANUS BALANCED FUND CLASS N) | 7.10% | 5.40% | 10.29% | 7.33% | 8.37% | NA | NA | 9.25% |
Data as of 07/08/2025, AR inception is 05/31/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JABNX (JANUS BALANCED FUND CLASS N) | 05/31/2012 | 07/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 5.40 | 10.29 | 7.33 | 8.37 | NA | NA | 9.25 | 7.10 | 10.24 | 15.55 | -17.18 | 13.15 | 13.20 | 22.66 | 0.76 | 18.68 | 4.69 | 0.67 | 8.71 | 19.87 | 8.38 |
| Sharpe Ratio | NA | 0.26 | 0.66 | 0.48 | 0.61 | NA | NA | 0.78 | 0.86 | 0.36 | 1.37 | -1.19 | 1.40 | 0.67 | 2.85 | -0.05 | 4.06 | 0.55 | 0.07 | 1.34 | 3.14 | 1.96 |
| Standard Deviation(%) | NA | 13.87 | 11.51 | 11.70 | 11.43 | NA | NA | 10.52 | 15.57 | 10.11 | 8.34 | 15.66 | 9.39 | 19.16 | 7.45 | 10.50 | 4.47 | 8.20 | 9.26 | 6.49 | 6.31 | 7.57 |
| Draw Down(%) | NA | 15.45 | 15.45 | 23.48 | 23.48 | NA | NA | 23.48 | 11.89 | 7.64 | 7.76 | 21.16 | 3.93 | 22.48 | 3.30 | 10.92 | 1.95 | 7.74 | 7.99 | 4.33 | 4.32 | 4.10 |
| Yield(%) | 0.00 | 1.61 | 2.16 | 1.88 | 3.78 | 4.30 | 3.23 | 4.96 | 0.51 | 2.40 | 2.67 | 1.02 | 1.09 | 1.63 | 3.54 | 6.75 | 6.03 | 3.57 | 6.08 | 6.49 | 5.28 | 5.22 |
Data as of 07/08/2025, AR inception is 05/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABNX (JANUS BALANCED FUND CLASS N) |
1.57%
Sep 2020 - Sep 2023 |
4.99%
Sep 2018 - Sep 2023 |
6.71%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABNX (JANUS BALANCED FUND CLASS N) |
16.25%
Dec 2018 - Dec 2021 |
14.49%
Oct 2016 - Oct 2021 |
8.96%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart