Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDBAX (JANUS BALANCED FUND CLASS A) | 2.81% | 13.83% | 13.51% | 6.67% | 9.55% | 8.77% | 8.35% | … | … |
Data as of 06/03/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDBAX (JANUS BALANCED FUND CLASS A) | 01/26/2005 | 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 (%) | 0.18 | 13.83 | 13.51 | 6.67 | 9.55 | 8.77 | 8.35 | … | … | 2.81 | 14.78 | 15.12 | 15.17 | -17.44 | 12.79 | 12.85 | 22.29 | 0.39 | 18.23 | 4.34 | 0.35 | 8.29 | 19.44 | 12.85 | 1.24 | 7.82 | 23.39 | -14.45 | 10.13 | 8.97 | 5.65 |
| Sharpe Ratio | NA | 1.42 | 1.06 | 0.37 | 0.71 | NA | NA | … | … | 0.50 | 0.98 | 1.31 | 1.39 | -1.21 | 1.36 | 0.66 | 2.79 | -0.10 | 3.94 | 0.50 | 0.03 | 1.28 | 3.06 | 1.68 | 0.09 | 0.79 | 2.15 | -1.01 | 0.77 | 0.75 | 0.52 |
| Standard Deviation(%) | NA | 8.63 | 10.10 | 11.25 | 11.19 | NA | NA | … | … | 10.26 | 12.21 | 8.79 | 8.35 | 15.67 | 9.41 | 19.15 | 7.45 | 10.50 | 4.48 | 8.19 | 9.30 | 6.47 | 6.34 | 7.69 | 13.91 | 9.74 | 10.83 | 15.18 | 9.06 | 7.43 | 7.23 |
| Draw Down(%) | NA | 8.16 | 11.96 | 23.68 | 23.68 | NA | NA | … | … | 8.16 | 11.96 | 5.09 | 7.81 | 21.36 | 3.95 | 22.48 | 3.31 | 11.01 | 2.01 | 7.75 | 8.14 | 4.34 | 4.35 | 6.75 | 13.92 | 8.14 | 9.08 | 24.93 | 5.78 | 6.36 | 4.77 |
| Yield(%) | 0.00 | 8.39 | 6.54 | 4.03 | 5.15 | 5.62 | 5.79 | … | … | 0.00 | 9.09 | 7.37 | 2.34 | 0.75 | 0.76 | 1.35 | 3.19 | 6.40 | 5.65 | 3.25 | 5.75 | 6.15 | 4.92 | 5.56 | 3.61 | 5.42 | 2.30 | 5.85 | 11.08 | 8.01 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDBAX (JANUS BALANCED FUND CLASS A) |
-1.71%
Feb 2006 – Feb 2009 |
4.18%
Sep 2006 – Sep 2011 |
6.35%
Oct 2013 – Oct 2023 |
6.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDBAX (JANUS BALANCED FUND CLASS A) |
16.14%
Sep 2022 – Sep 2025 |
14.24%
Feb 2009 – Feb 2014 |
11.38%
Sep 2011 – Sep 2021 |
9.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart