Nasdaq - Delayed Quote USD
Janus Henderson Forty Fund (JARTX)
At close: 8:01 PM EDT
Fund Summary
The fund pursues its investment objective by normally investing primarily in a portfolio of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.53% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 24.58% |
| 5y Average Return | 15.79% |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JARTX | Category Average | JARTX | Category Average | JARTX | Category Average | |
| Alpha | -5.34 | 0.03 | -0.34 | 0.04 | 1.56 | 0.01 |
| BETA | 1.14 | 0.01 | 1.07 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.73 | 0.02 | 1.43 | 0.02 | 1.33 | 0.01 |
| R-squared | 89.6 | 0.89 | 88.84 | 0.87 | 87.46 | 0.87 |
| Standard Deviation | 21.28 | 0.2 | 20.51 | 0.16 | 17.19 | 0.15 |
| Sharpe Ratio | 0.24 | 0.01 | 0.72 | 0.01 | 0.83 | 0.01 |
| Treynor Ratio | 2.5 | 0.21 | 12.8 | 0.21 | 13.07 | 0.15 |
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