Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JABRX (JANUS BALANCED FUND CLASS S) | -0.92% | 2.42% | 6.80% | 6.62% | 6.76% | 7.76% | 7.60% | 6.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JABRX (JANUS BALANCED FUND CLASS S) | 07/28/1999 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/28/1999.
AR inception is since 07/28/1999.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 2.42 | 6.80 | 6.62 | 6.76 | 7.76 | 7.60 | 6.80 | -0.92 | 9.68 | 14.99 | -17.60 | 12.58 | 12.63 | 22.11 | 0.28 | 18.04 | 4.21 | 0.19 | 8.15 | 19.28 | 12.71 | 1.10 | 7.50 | 23.15 | -14.72 | 9.85 | 10.39 | 7.67 | 8.41 | 14.00 | -6.57 | -4.92 | -2.09 | 12.78 |
| Sharpe Ratio | NA | -0.28 | 0.20 | 0.34 | 0.44 | NA | NA | 0.49 | -0.30 | 0.31 | 1.30 | -1.22 | 1.34 | 0.64 | 2.77 | -0.10 | 3.89 | 0.49 | 0.02 | 1.26 | 3.04 | 1.66 | 0.08 | 0.76 | 2.12 | -1.02 | 0.76 | 0.97 | 0.82 | 1.08 | 1.75 | -0.77 | -0.74 | -0.43 | 2.34 |
| Standard Deviation(%) | NA | 13.56 | 11.97 | 11.82 | 11.40 | NA | NA | 10.54 | 17.52 | 10.07 | 8.34 | 15.65 | 9.39 | 19.16 | 7.46 | 10.51 | 4.50 | 8.24 | 9.29 | 6.48 | 6.33 | 7.69 | 13.90 | 9.80 | 10.86 | 15.23 | 9.04 | 7.34 | 6.70 | 6.92 | 7.61 | 10.02 | 9.92 | 14.52 | 12.26 |
| Draw Down(%) | NA | 15.94 | 15.94 | 23.81 | 23.81 | NA | NA | 25.04 | 12.31 | 7.65 | 7.86 | 21.47 | 3.96 | 22.52 | 3.31 | 11.03 | 2.03 | 7.75 | 8.18 | 4.37 | 4.35 | 6.78 | 13.95 | 8.52 | 9.10 | 25.04 | 5.82 | 6.36 | 4.46 | 4.97 | 5.28 | 12.65 | 13.91 | 12.55 | 5.31 |
| Yield(%) | 0.00 | 1.30 | 1.55 | 1.39 | 3.09 | 4.35 | 4.89 | 4.63 | 0.00 | 1.86 | 2.15 | 0.58 | 0.55 | 1.18 | 3.01 | 6.25 | 5.53 | 3.13 | 5.60 | 6.02 | 4.78 | 5.47 | 3.47 | 5.13 | 1.96 | 5.39 | 10.73 | 8.97 | 3.72 | 1.65 | 1.54 | 1.77 | 2.03 | 10.39 | 0.80 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABRX (JANUS BALANCED FUND CLASS S) |
-5.98%
Mar 2000 - Mar 2003 |
0.35%
Mar 2000 - Mar 2005 |
3.52%
Jun 2000 - Jun 2010 |
5.48%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABRX (JANUS BALANCED FUND CLASS S) |
15.69%
Dec 2018 - Dec 2021 |
14.05%
Feb 2009 - Feb 2014 |
11.22%
Sep 2011 - Sep 2021 |
9.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart