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 |
|---|---|---|---|---|---|---|---|---|
| JDBRX (JANUS BALANCED FUND CLASS R) | -0.86% | 2.28% | 6.58% | 6.37% | 6.51% | 7.50% | 7.16% | 7.19% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDBRX (JANUS BALANCED FUND CLASS R) | 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 (%) | -0.11 | 2.28 | 6.58 | 6.37 | 6.51 | 7.50 | 7.16 | 7.19 | -0.86 | 9.37 | 14.70 | -17.80 | 12.28 | 12.36 | 21.75 | 0.04 | 17.79 | 3.90 | -0.03 | 7.86 | 19.02 | 12.42 | 0.82 | 7.23 | 22.76 | -14.90 | 9.57 | 10.11 | 6.18 |
| Sharpe Ratio | NA | -0.19 | 0.07 | 0.33 | 0.42 | NA | NA | 0.54 | -0.43 | 0.28 | 1.26 | -1.23 | 1.30 | 0.63 | 2.73 | -0.12 | 3.84 | 0.45 | -0.01 | 1.21 | 3.01 | 1.62 | 0.06 | 0.73 | 2.08 | -1.04 | 0.73 | 0.94 | 0.62 |
| Standard Deviation(%) | NA | 13.56 | 12.15 | 11.83 | 11.40 | NA | NA | 10.61 | 17.94 | 10.04 | 8.35 | 15.67 | 9.41 | 19.16 | 7.45 | 10.51 | 4.49 | 8.22 | 9.27 | 6.50 | 6.30 | 7.68 | 13.87 | 9.78 | 10.89 | 15.17 | 9.07 | 7.33 | 7.13 |
| Draw Down(%) | NA | 16.00 | 16.00 | 23.99 | 23.99 | NA | NA | 25.13 | 12.30 | 7.69 | 7.92 | 21.62 | 3.98 | 22.53 | 3.34 | 11.08 | 2.05 | 7.81 | 8.26 | 4.37 | 4.40 | 6.84 | 14.01 | 8.33 | 9.13 | 25.13 | 5.81 | 6.42 | 4.77 |
| Yield(%) | 0.00 | 1.12 | 1.32 | 1.13 | 2.84 | 4.06 | 4.47 | 4.50 | 0.00 | 1.60 | 1.90 | 0.38 | 0.31 | 0.97 | 2.76 | 6.04 | 5.31 | 2.95 | 5.40 | 5.80 | 4.54 | 5.26 | 3.28 | 4.95 | 1.80 | 5.36 | 10.72 | 8.84 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDBRX (JANUS BALANCED FUND CLASS R) |
-1.71%
Feb 2006 - Feb 2009 |
3.65%
Sep 2006 - Sep 2011 |
5.92%
Oct 2013 - Oct 2023 |
6.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDBRX (JANUS BALANCED FUND CLASS R) |
15.38%
Dec 2018 - Dec 2021 |
13.75%
Feb 2009 - Feb 2014 |
10.95%
Sep 2011 - Sep 2021 |
9.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart