Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDWRX (JANUS GLOBAL RESEARCH FUND CLASS R) | 12.61% | 16.73% | 18.60% | 9.47% | 8.27% | 9.53% | 7.38% | 7.42% |
Data as of 07/03/2025, AR inception is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDWRX (JANUS GLOBAL RESEARCH FUND CLASS R) | 01/25/2005 | 07/03/2025 |
| 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 (%) | 2.04 | 16.73 | 18.60 | 9.47 | 8.27 | 9.53 | 7.38 | 7.42 | 12.61 | 14.43 | 20.82 | -22.82 | 5.01 | 15.48 | 28.07 | -7.47 | 26.13 | 1.36 | -2.80 | 6.72 | 26.88 | 19.23 | -14.26 | 16.51 | 47.72 | -44.84 | 8.61 | 16.67 | 9.17 |
| Sharpe Ratio | NA | 0.64 | 0.76 | 0.43 | 0.33 | NA | NA | 0.30 | 0.83 | 0.53 | 1.24 | -0.94 | 0.27 | 0.46 | 2.19 | -0.55 | 3.68 | 0.07 | -0.19 | 0.59 | 2.21 | 1.17 | -0.53 | 0.94 | 1.70 | -1.12 | 0.36 | 1.13 | 0.85 |
| Standard Deviation(%) | NA | 19.37 | 17.44 | 18.80 | 18.98 | NA | NA | 20.01 | 23.45 | 14.73 | 13.51 | 25.84 | 18.43 | 33.09 | 12.19 | 16.13 | 6.96 | 15.92 | 15.24 | 11.29 | 12.15 | 16.52 | 26.90 | 17.39 | 28.07 | 40.88 | 15.74 | 11.92 | 8.95 |
| Draw Down(%) | NA | 17.32 | 17.32 | 36.70 | 36.70 | NA | NA | 60.85 | 17.32 | 10.56 | 9.77 | 28.13 | 16.15 | 34.82 | 6.86 | 18.87 | 2.76 | 15.42 | 16.40 | 9.68 | 8.17 | 17.14 | 26.62 | 15.10 | 26.51 | 57.27 | 10.36 | 12.78 | 6.94 |
| Yield(%) | 0.00 | 7.27 | 3.61 | 2.04 | 2.55 | 3.11 | 3.85 | 3.87 | 0.00 | 8.69 | 0.16 | 0.26 | 0.00 | 0.00 | 5.21 | 5.48 | 0.12 | 0.25 | 0.37 | 0.60 | 0.12 | 0.62 | 0.38 | 0.00 | 9.24 | 0.23 | 0.11 | 2.23 | 0.00 |
Data as of 07/03/2025, AR inception is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWRX (JANUS GLOBAL RESEARCH FUND CLASS R) |
-16.38%
Feb 2006 - Feb 2009 |
-4.82%
May 2007 - May 2012 |
3.47%
Dec 2006 - Dec 2016 |
3.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWRX (JANUS GLOBAL RESEARCH FUND CLASS R) |
25.79%
Feb 2009 - Feb 2012 |
21.81%
Feb 2009 - Feb 2014 |
13.71%
Feb 2009 - Feb 2019 |
11.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart