Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDCRX (JANUS FORTY FUND CLASS R) | 9.78% | 15.14% | 23.95% | 13.89% | 14.71% | 14.93% | 11.87% | 12.58% |
Data as of 07/11/2025, AR inception is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDCRX (JANUS FORTY FUND CLASS R) | 01/26/2005 | 07/11/2025 |
| 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 (%) | 0.77 | 15.14 | 23.95 | 13.89 | 14.71 | 14.93 | 11.87 | 12.58 | 9.78 | 13.16 | 25.49 | -34.03 | 9.19 | 26.50 | 35.92 | 0.86 | 28.68 | 1.71 | 11.17 | 9.37 | 31.26 | 23.33 | -7.57 | 5.34 | 43.18 | -43.98 | 35.22 | 9.93 | 20.18 |
| Sharpe Ratio | NA | 0.50 | 0.97 | 0.51 | 0.62 | NA | NA | 0.52 | 0.59 | 0.33 | 1.14 | -1.11 | 0.42 | 0.73 | 2.36 | -0.02 | 3.16 | 0.10 | 0.66 | 0.63 | 2.45 | 1.48 | -0.29 | 0.28 | 1.71 | -1.08 | 1.73 | 0.51 | 1.58 |
| Standard Deviation(%) | NA | 23.89 | 21.20 | 22.34 | 21.56 | NA | NA | 21.48 | 28.36 | 19.85 | 18.79 | 32.05 | 21.73 | 35.59 | 14.62 | 21.10 | 8.91 | 15.09 | 16.84 | 14.75 | 12.74 | 15.88 | 26.00 | 18.72 | 25.25 | 41.43 | 18.72 | 13.26 | 12.36 |
| Draw Down(%) | NA | 22.28 | 22.28 | 41.25 | 41.25 | NA | NA | 56.75 | 22.24 | 15.59 | 10.89 | 38.55 | 18.04 | 29.67 | 6.47 | 21.15 | 3.30 | 15.60 | 11.63 | 10.24 | 7.61 | 11.12 | 21.58 | 17.42 | 19.51 | 56.75 | 9.84 | 11.26 | 6.06 |
| Yield(%) | 0.00 | 12.33 | 10.36 | 9.96 | 11.09 | 13.35 | 11.08 | 12.58 | 0.00 | 15.19 | 12.93 | 0.05 | 12.66 | 11.46 | 9.67 | 8.77 | 17.00 | 6.75 | 16.03 | 36.12 | 23.38 | 0.00 | 0.09 | 0.00 | 0.00 | 3.06 | 0.02 | 3.74 | 0.00 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| JDCRX (JANUS FORTY FUND CLASS R) |
-9.17%
Feb 2006 - Feb 2009 |
-1.66%
Oct 2007 - Oct 2012 |
6.88%
Oct 2007 - Oct 2017 |
7.61%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDCRX (JANUS FORTY FUND CLASS R) |
31.89%
Dec 2018 - Dec 2021 |
24.69%
Oct 2016 - Oct 2021 |
19.82%
Sep 2011 - Sep 2021 |
16.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart