Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDCAX (JANUS FORTY FUND CLASS A) | 13.27% | 25.94% | 24.47% | 14.56% | 15.39% | 15.37% | 12.45% | 13.22% |
Data as of 07/25/2025, AR inception is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDCAX (JANUS FORTY FUND CLASS A) | 01/26/2005 | 07/25/2025 |
| 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 (%) | 1.45 | 25.94 | 24.47 | 14.56 | 15.39 | 15.37 | 12.45 | 13.22 | 13.27 | 28.00 | 39.69 | -33.70 | 22.49 | 38.90 | 36.45 | 1.25 | 29.15 | 2.06 | 11.59 | 9.64 | 31.73 | 23.79 | -7.09 | 5.77 | 43.82 | -43.70 | 35.86 | 10.46 | 20.77 |
| Sharpe Ratio | NA | 0.97 | 1.01 | 0.57 | 0.64 | NA | NA | 0.55 | 0.80 | 1.53 | 2.21 | -1.10 | 1.27 | 1.11 | 2.40 | -0.01 | 3.22 | 0.12 | 0.69 | 0.65 | 2.49 | 1.51 | -0.27 | 0.30 | 1.73 | -1.07 | 1.76 | 0.53 | 1.63 |
| Standard Deviation(%) | NA | 23.47 | 20.98 | 22.28 | 21.59 | NA | NA | 21.47 | 27.37 | 15.97 | 16.46 | 32.07 | 17.74 | 34.81 | 14.60 | 21.11 | 8.89 | 15.09 | 16.86 | 14.73 | 12.72 | 15.87 | 26.00 | 18.72 | 25.23 | 41.43 | 18.72 | 13.24 | 12.34 |
| Draw Down(%) | NA | 22.18 | 22.18 | 41.02 | 41.02 | NA | NA | 56.66 | 22.18 | 10.32 | 10.81 | 38.37 | 8.38 | 29.61 | 6.42 | 21.09 | 3.28 | 15.57 | 11.57 | 10.20 | 7.58 | 11.03 | 21.36 | 17.39 | 19.43 | 56.66 | 9.84 | 11.17 | 6.06 |
| Yield(%) | 0.00 | 10.76 | 8.52 | 8.56 | 10.31 | 12.70 | 11.06 | 12.66 | 0.00 | 12.56 | 10.93 | 0.04 | 10.96 | 10.08 | 8.65 | 7.91 | 15.59 | 6.24 | 15.05 | 34.75 | 23.07 | 0.47 | 0.44 | 0.00 | 0.00 | 3.01 | 0.25 | 3.65 | 0.00 |
Data as of 07/25/2025, AR inception is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDCAX (JANUS FORTY FUND CLASS A) |
-8.73%
Feb 2006 - Feb 2009 |
-1.22%
Oct 2007 - Oct 2012 |
7.30%
Oct 2007 - Oct 2017 |
8.03%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDCAX (JANUS FORTY FUND CLASS A) |
32.42%
Dec 2018 - Dec 2021 |
25.17%
Oct 2016 - Oct 2021 |
20.26%
Sep 2011 - Sep 2021 |
16.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart