Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBALX (JANUS BALANCED FUND CLASS I) | 2.88% | 14.04% | 13.76% | 6.90% | 9.83% | 9.05% | 8.69% | … | … |
Data as of 06/03/2026, Common starting date is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBALX (JANUS BALANCED FUND CLASS I) | 12/05/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 14.04 | 13.76 | 6.90 | 9.83 | 9.05 | 8.69 | … | … | 2.88 | 15.00 | 15.38 | 15.45 | -17.26 | 13.08 | 13.11 | 22.60 | 0.72 | 18.57 | 4.63 | 0.61 | 8.59 | 19.86 | 13.12 | 1.52 | 8.01 | 23.71 | -14.30 | 10.42 | 10.93 | -3.52 |
| Sharpe Ratio | NA | 1.45 | 1.08 | 0.39 | 0.73 | NA | NA | … | … | 0.52 | 1.00 | 1.35 | 1.42 | -1.20 | 1.39 | 0.67 | 2.83 | -0.06 | 4.02 | 0.54 | 0.06 | 1.32 | 3.12 | 1.71 | 0.11 | 0.81 | 2.18 | -1.00 | 0.81 | 1.03 | -2.81 |
| Standard Deviation(%) | NA | 8.59 | 10.07 | 11.22 | 11.18 | NA | NA | … | … | 10.20 | 12.19 | 8.74 | 8.35 | 15.65 | 9.38 | 19.17 | 7.46 | 10.50 | 4.48 | 8.21 | 9.27 | 6.48 | 6.35 | 7.72 | 13.92 | 9.80 | 10.85 | 15.17 | 9.07 | 7.35 | 15.04 |
| Draw Down(%) | NA | 8.12 | 11.92 | 23.54 | 23.54 | NA | NA | … | … | 8.12 | 11.92 | 5.05 | 7.77 | 21.22 | 3.92 | 22.49 | 3.32 | 10.93 | 1.97 | 7.73 | 8.00 | 4.34 | 4.31 | 6.75 | 13.89 | 8.20 | 8.98 | 24.82 | 5.74 | 6.35 | 4.46 |
| Yield(%) | 0.00 | 8.53 | 6.75 | 4.23 | 5.46 | 5.94 | 6.16 | … | … | 0.00 | 9.28 | 7.58 | 2.57 | 0.94 | 1.01 | 1.56 | 3.47 | 6.68 | 5.96 | 3.50 | 6.00 | 6.41 | 5.17 | 5.82 | 3.84 | 5.52 | 2.60 | 5.88 | 11.33 | 9.64 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBALX (JANUS BALANCED FUND CLASS I) |
-0.96%
Feb 2006 – Feb 2009 |
4.42%
Sep 2006 – Sep 2011 |
6.63%
Oct 2013 – Oct 2023 |
6.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBALX (JANUS BALANCED FUND CLASS I) |
16.39%
Sep 2022 – Sep 2025 |
14.53%
Feb 2009 – Feb 2014 |
11.69%
Sep 2011 – Sep 2021 |
9.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart