Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JACCX (JANUS FORTY FUND CLASS C) -1.00% -3.07% 7.81% 3.14% 7.88% 9.81% 8.88% 9.50%
More Performance Analytics Comparison
Name Start Date End Date
JACCX (JANUS FORTY FUND CLASS C) 10/02/2002 05/16/2025
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 10/02/2002.
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
Annualized Return (%) 5.00 -3.07 7.81 3.14 7.88 9.81 8.88 9.50 -1.00 10.58 23.24 -34.21 7.40 24.92 35.66 0.59 28.34 1.53 11.13 8.88 30.70 22.86 -7.88 4.98 42.77 -44.11 34.87 9.63 14.00 17.09 18.29 -0.71
Sharpe Ratio NA -0.33 0.15 0.04 0.27 NA NA 0.37 -0.14 0.19 0.98 -1.11 0.33 0.69 2.35 -0.03 3.14 0.09 0.66 0.60 2.41 1.45 -0.30 0.26 1.69 -1.08 1.71 0.48 0.94 1.36 1.32 -0.22
Standard Deviation(%) NA 27.35 24.59 25.01 22.86 NA NA 21.44 32.32 21.13 19.56 32.06 22.59 35.86 14.60 21.14 8.87 15.11 16.85 14.75 12.73 15.88 26.02 18.75 25.24 41.43 18.74 13.27 12.61 11.88 13.32 17.43
Draw Down(%) NA 32.46 32.46 48.25 48.25 NA NA 56.82 22.25 17.33 10.98 38.67 19.18 29.65 6.48 21.21 3.31 15.58 11.62 10.28 7.67 11.14 21.69 17.52 19.51 56.82 9.87 11.30 6.30 11.60 10.01 7.55
Yield(%) 0.00 0.00 0.00 0.00 5.31 8.62 8.39 10.24 0.00 0.00 0.00 0.00 0.00 0.00 10.55 9.47 18.11 7.14 16.83 37.12 23.45 0.00 0.00 0.00 0.00 3.08 0.02 3.56 0.00 0.00 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JACCX (JANUS FORTY FUND CLASS C) -9.41%
Feb 2006 - Feb 2009
-1.97%
Oct 2007 - Oct 2012
6.56%
Oct 2007 - Oct 2017
5.71%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JACCX (JANUS FORTY FUND CLASS C) 24.85%
Oct 2018 - Oct 2021
21.92%
Oct 2016 - Oct 2021
18.30%
Sep 2011 - Sep 2021
13.06%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart