Janus Henderson Adaptive Risk Managed U.s. Equity Fund - S Shares: (MF: JRSSX)
(NASDAQ Mutual Funds) As of Nov 8, 2024 08:00 PM ET
$12.34 USD
+0.10 (0.82%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 20.28 | 32 |
3 months | 6.81 | 34 |
6 months | 11.09 | 7 |
1 Year | 31.36 | 47 |
3 Year | 8.56 | 46 |
5 Year | 10.22 | 76 |
10 Year | 10.06 | 59 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -52.96 |
Bull Market (2/09 - 3/21) | 663.46 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 31.36 |
5 Year | 10.22 |
10 Year | 10.05 |
Since Inception | 8.17 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.27 | 4.00 | 6.81 | NA |
2023 | 4.25 | 5.79 | -4.56 | 9.21 |
2022 | -3.64 | -14.07 | -6.55 | 10.56 |
2021 | 2.74 | 6.34 | 0.86 | 8.17 |
2020 | -20.89 | 22.94 | 7.65 | 7.41 |
2019 | 12.91 | 2.99 | 3.26 | 2.55 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 20.28 | 14.95 | -14.46 | 19.22 | 12.47 | 23.14 | -3.99 | 20.04 | 7.72 | 2.94 | 9.18 |
% Total Return Rel to Index | -1.82 | -11.29 | 3.73 | -9.45 | -5.92 | -8.34 | 0.39 | -1.75 | -4.21 | 1.55 | -4.45 |
% Total Return Rel to Peer | 3.31 | -8.04 | 5.23 | -2.83 | -7.44 | -5.27 | 2.86 | -0.63 | -0.09 | 4.54 | 0.98 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 |
% Dividends | 0.00 | 0.03 | 0.14 | 0.01 | 0.11 | 0.04 | 0.14 | 0.45 | 0.10 | 0.01 | 0.27 |
% Yield | 0.00 | 0.34 | 1.49 | 0.08 | 0.80 | 0.36 | 1.35 | 3.82 | 0.97 | 0.12 | 1.99 |
Capital Gains ($) | 0.00 | 0.32 | 0.06 | 3.13 | 1.37 | 0.29 | 0.62 | 0.16 | 0.00 | 1.36 | 3.13 |
Expense Ratio | 1.01 | 1.03 | 1.04 | 1.04 | 1.05 | 1.05 | 1.03 | 1.08 | 1.07 | 1.18 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%