Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCAPX (JANUS FORTY FUND CLASS I) | 8.53% | 15.77% | 24.28% | 14.52% | 15.46% | 15.95% | NA | 12.79% |
Data as of 07/02/2025, AR inception is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCAPX (JANUS FORTY FUND CLASS I) | 12/05/2005 | 07/02/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.15 | 15.77 | 24.28 | 14.52 | 15.46 | 15.95 | NA | 12.79 | 8.53 | 28.30 | 40.05 | -33.54 | 22.82 | 39.29 | 36.86 | 1.55 | 29.56 | 2.39 | 11.94 | 9.99 | 32.14 | 24.16 | -6.93 | 6.06 | 44.21 | -43.52 | 36.20 | 10.74 | -1.74 |
| Sharpe Ratio | NA | 0.55 | 1.03 | 0.57 | 0.65 | NA | NA | 0.52 | 0.50 | 1.54 | 2.23 | -1.09 | 1.29 | 1.12 | 2.42 | 0.01 | 3.27 | 0.14 | 0.71 | 0.68 | 2.52 | 1.53 | -0.27 | 0.32 | 1.75 | -1.07 | 1.77 | 0.56 | -2.57 |
| Standard Deviation(%) | NA | 23.86 | 21.26 | 22.36 | 21.56 | NA | NA | 21.79 | 29.07 | 15.97 | 16.45 | 32.06 | 17.67 | 34.64 | 14.60 | 21.11 | 8.88 | 15.05 | 16.86 | 14.73 | 12.73 | 15.87 | 26.00 | 18.72 | 25.23 | 41.45 | 18.72 | 13.24 | 9.60 |
| Draw Down(%) | NA | 22.13 | 22.13 | 40.88 | 40.88 | NA | NA | 56.61 | 22.13 | 10.29 | 10.75 | 38.24 | 8.37 | 29.61 | 6.41 | 21.04 | 3.28 | 15.56 | 11.55 | 10.17 | 7.55 | 10.99 | 21.36 | 17.34 | 19.44 | 56.61 | 9.82 | 11.13 | 2.38 |
| Yield(%) | 0.00 | 9.82 | 8.50 | 8.57 | 10.47 | 13.81 | 10.48 | 11.03 | 0.00 | 11.97 | 10.66 | 0.04 | 10.55 | 9.67 | 8.62 | 7.66 | 15.24 | 6.12 | 14.82 | 34.51 | 23.31 | 0.79 | 0.74 | 0.00 | 0.00 | 3.02 | 0.50 | 3.87 | 0.00 |
Data as of 07/02/2025, AR inception is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCAPX (JANUS FORTY FUND CLASS I) |
-8.48%
Feb 2006 - Feb 2009 |
-0.96%
Oct 2007 - Oct 2012 |
7.61%
Oct 2007 - Oct 2017 |
8.34%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCAPX (JANUS FORTY FUND CLASS I) |
32.79%
Dec 2018 - Dec 2021 |
25.53%
Oct 2016 - Oct 2021 |
20.62%
Sep 2011 - Sep 2021 |
16.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart