Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDBAX (JANUS BALANCED FUND CLASS A) | -0.90% | 2.55% | 6.97% | 6.80% | 6.93% | 7.93% | 7.50% | 7.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDBAX (JANUS BALANCED FUND CLASS A) | 01/26/2005 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 01/26/2005.
AR inception is since 01/26/2005.
| 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 (%) | -0.20 | 2.55 | 6.97 | 6.80 | 6.93 | 7.93 | 7.50 | 7.53 | -0.90 | 9.88 | 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 | -0.09 | 0.13 | 0.39 | 0.46 | NA | NA | 0.58 | -0.28 | 0.33 | 1.32 | -1.21 | 1.36 | 0.66 | 2.80 | -0.09 | 3.95 | 0.51 | 0.03 | 1.28 | 3.06 | 1.68 | 0.09 | 0.79 | 2.15 | -1.01 | 0.79 | 0.77 | 0.53 |
| Standard Deviation(%) | NA | 13.58 | 12.15 | 11.83 | 11.40 | NA | NA | 10.61 | 18.01 | 10.02 | 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 | 15.93 | 15.93 | 23.68 | 23.68 | NA | NA | 24.93 | 12.35 | 7.65 | 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 | 1.46 | 1.74 | 1.60 | 3.28 | 4.56 | 4.87 | 4.90 | 0.00 | 2.06 | 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 |
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) |
15.89%
Dec 2018 - Dec 2021 |
14.24%
Feb 2009 - Feb 2014 |
11.38%
Sep 2011 - Sep 2021 |
9.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart