Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JANBX (JANUS BALANCED FUND CLASS D) | 3.19% | 13.89% | 13.84% | 6.78% | 9.77% | 9.07% | 8.10% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JANBX (JANUS BALANCED FUND CLASS D) | 12/30/1992 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 13.89 | 13.84 | 6.78 | 9.77 | 9.07 | 8.10 | … | … | 3.19 | 14.99 | 15.36 | 15.39 | -17.30 | 13.02 | 13.05 | 22.53 | 0.64 | 18.50 | 4.53 | 0.57 | 8.52 | 19.72 | 13.09 | 1.48 | 6.57 | 24.28 | -19.14 | 6.61 | 10.56 | 7.75 | 8.71 | 13.74 | -6.57 | -5.03 | -5.28 | 21.82 | 30.47 | 10.94 | 4.96 | 27.31 | 0.02 | 10.56 | 0.20 |
| Sharpe Ratio | NA | 1.44 | 1.08 | 0.38 | 0.73 | NA | NA | … | … | 0.52 | 1.00 | 1.34 | 1.42 | -1.20 | 1.38 | 0.67 | 2.82 | -0.07 | 3.97 | 0.53 | 0.06 | 1.31 | 3.12 | 1.72 | 0.10 | 0.66 | 2.14 | -1.22 | 0.36 | 0.98 | 0.82 | 1.14 | 1.70 | -0.81 | -0.75 | -0.63 | 1.34 | 1.78 | 0.61 | 0.12 | 4.41 | -0.62 | 1.51 | NA |
| Standard Deviation(%) | NA | 8.59 | 10.07 | 11.23 | 11.19 | NA | NA | … | … | 10.21 | 12.18 | 8.74 | 8.35 | 15.67 | 9.40 | 19.14 | 7.46 | 10.51 | 4.51 | 8.21 | 9.25 | 6.48 | 6.31 | 7.66 | 13.87 | 9.84 | 11.31 | 16.43 | 9.68 | 7.34 | 6.68 | 6.76 | 7.67 | 9.54 | 10.11 | 15.16 | 13.76 | 15.18 | 11.85 | 11.24 | 5.29 | 4.92 | 5.55 | 0.00 |
| Draw Down(%) | NA | 8.13 | 11.91 | 23.57 | 23.57 | NA | NA | … | … | 8.13 | 11.91 | 5.07 | 7.78 | 21.25 | 3.94 | 22.49 | 3.30 | 10.96 | 1.98 | 7.77 | 8.05 | 4.36 | 4.31 | 6.71 | 13.87 | 9.08 | 9.70 | 25.98 | 6.57 | 6.38 | 4.39 | 4.79 | 5.38 | 12.66 | 14.42 | 13.59 | 8.45 | 18.83 | 11.84 | 8.99 | 1.46 | 3.48 | 3.37 | 0.00 |
| Yield(%) | 0.00 | 8.48 | 6.72 | 4.16 | 5.38 | 5.92 | 5.72 | … | … | 0.00 | 9.26 | 7.56 | 2.53 | 0.90 | 0.95 | 1.51 | 3.40 | 6.60 | 5.89 | 3.43 | 5.93 | 6.35 | 5.12 | 5.80 | 3.76 | 4.29 | 1.55 | 2.32 | 2.51 | 1.87 | 1.90 | 2.05 | 2.05 | 2.40 | 2.53 | 4.16 | 2.33 | 2.30 | 2.54 | 1.89 | 9.16 | 4.61 | 1.97 | 0.20 |
Data as of 06/04/2026, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JANBX (JANUS BALANCED FUND CLASS D) |
-7.15%
Mar 2000 – Mar 2003 |
-0.36%
Mar 2000 – Mar 2005 |
1.76%
Mar 1999 – Mar 2009 |
4.73%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JANBX (JANUS BALANCED FUND CLASS D) |
21.81%
Mar 1997 – Mar 2000 |
18.70%
Dec 1994 – Dec 1999 |
11.62%
Sep 2011 – Sep 2021 |
9.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart