Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JARTX (JANUS FORTY FUND CLASS S) | -8.64% | -1.51% | 3.44% | 5.08% | 8.74% | 10.02% | 9.63% | 6.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JARTX (JANUS FORTY FUND CLASS S) | 02/09/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 02/09/2000.
AR inception is since 02/09/2000.
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.24 | -1.51 | 3.44 | 5.08 | 8.74 | 10.02 | 9.63 | 6.24 | -8.64 | 15.10 | 27.26 | -33.85 | 10.64 | 27.77 | 36.30 | 1.10 | 29.05 | 1.94 | 11.49 | 9.73 | 31.66 | 23.65 | -7.31 | 5.62 | 43.53 | -43.84 | 35.57 | 10.18 | 14.60 | 17.64 | 18.92 | -15.85 | -21.83 | -19.10 |
| Sharpe Ratio | NA | -0.31 | -0.04 | 0.11 | 0.31 | NA | NA | 0.22 | -0.82 | 0.45 | 1.27 | -1.10 | 0.50 | 0.77 | 2.39 | -0.01 | 3.21 | 0.12 | 0.68 | 0.66 | 2.49 | 1.50 | -0.28 | 0.30 | 1.72 | -1.08 | 1.75 | 0.52 | 0.99 | 1.41 | 1.37 | -0.96 | -1.19 | -0.87 |
| Standard Deviation(%) | NA | 25.54 | 24.33 | 24.14 | 22.30 | NA | NA | 21.41 | 34.08 | 19.01 | 18.27 | 32.06 | 21.10 | 35.39 | 14.61 | 21.11 | 8.89 | 15.07 | 16.84 | 14.75 | 12.72 | 15.88 | 26.00 | 18.72 | 25.24 | 41.45 | 18.73 | 13.25 | 12.56 | 11.88 | 13.34 | 17.65 | 20.61 | 29.02 |
| Draw Down(%) | NA | 29.93 | 29.93 | 46.71 | 46.71 | NA | NA | 56.70 | 22.21 | 14.34 | 10.83 | 38.43 | 17.14 | 29.65 | 6.46 | 21.11 | 3.27 | 15.60 | 11.61 | 10.18 | 7.61 | 11.08 | 21.49 | 17.61 | 19.45 | 56.70 | 9.85 | 11.22 | 6.22 | 11.42 | 9.90 | 19.87 | 32.48 | 31.88 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.90 | 7.86 | 8.55 | 4.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.97 | 8.21 | 16.09 | 6.43 | 15.41 | 35.31 | 23.28 | 0.31 | 0.24 | 0.00 | 0.00 | 3.03 | 0.08 | 3.63 | 0.00 | 0.00 | 0.00 | 0.06 | 0.21 | 0.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARTX (JANUS FORTY FUND CLASS S) |
-21.63%
Mar 2000 - Mar 2003 |
-7.75%
Mar 2000 - Mar 2005 |
-0.98%
Aug 2000 - Aug 2010 |
3.89%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARTX (JANUS FORTY FUND CLASS S) |
26.23%
Oct 2018 - Oct 2021 |
22.97%
Oct 2016 - Oct 2021 |
19.16%
Sep 2011 - Sep 2021 |
14.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart