Nasdaq - Delayed Quote USD

Janus Henderson Forty Fund (JDCAX)

57.60 +0.61 (+1.07%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 24.79%
5y Average Return 15.98%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (Oct 31, 2024) 43.82%
Worst 1Y Total Return (Oct 31, 2024) --
Best 3Y Total Return 43.82%
Worst 3Y Total Return 4.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JDCAX
Category
YTD
25.31%
12.38%
1-Month
2.64%
5.09%
3-Month
5.16%
10.28%
1-Year
42.41%
41.70%
3-Year
6.90%
22.56%
5-Year
16.36%
21.98%
10-Year
15.66%
15.99%
Last Bull Market
30.76%
25.99%
Last Bear Market
-25.55%
-17.29%

Annual Total Return (%) History

Year
JDCAX
Category
2024
--
--
2023
39.54%
--
2022
-33.70%
--
2021
22.66%
--
2020
38.81%
35.86%
2019
36.46%
31.90%
2018
1.20%
-2.09%
2017
29.20%
27.67%

2016
2.04%
3.23%
2015
11.85%
3.60%
2014
8.52%
10.00%
2013
31.80%
33.92%
2012
23.78%
15.34%
2011
-7.10%
-2.46%
2010
5.77%
15.53%
2009
43.82%
35.68%
2008
-43.88%
-40.67%
2007
35.86%
13.35%
2006
10.46%
7.05%
2005
14.90%
6.71%
2004
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.74% 5.69% 5.16% --
2023 14.03% 11.05% -3.04% 13.65%
2022 -11.53% -25.55% -4.91% 5.85%
2021 1.80% 12.68% 1.48% 5.38%
2020 -12.61% 26.58% 12.61% 11.44%
2019 16.07% 6.00% 2.62% 8.07%
2018 4.78% 5.59% 7.16% -14.65%
2017 10.65% 6.00% 5.53% 4.38%
2016 -3.33% 1.74% 5.23% -1.41%
2015 7.71% 0.19% -3.66% 7.59%

2014 -2.50% 2.32% 2.07% 6.58%
2013 5.23% 2.22% 10.68% 10.70%
2012 20.04% -4.17% 7.11% 0.46%
2011 1.27% 0.76% -15.42% 7.63%
2010 3.76% -14.50% 9.54% 8.84%
2009 -0.81% 20.95% 14.69% 4.52%
2008 -5.72% 5.84% -24.99% -25.03%
2007 2.76% 7.46% 14.85% 7.12%
2006 3.19% -3.26% -0.14% 10.81%
2005 -1.99% 7.56% 7.07% 1.80%
2004 12.46% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 32
3-Month 23
1-Year 33
3-Year 67
5-Year 50

Load Adjusted Returns

1-Year 34.22%
3-Year 4.81%
5-Year 14.99%
10-Year 14.98%

Performance & Risk

YTD Return 24.79%
5y Average Return 15.98%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Janus Henderson
Net Assets 22.1B
YTD Return 25.31%
Yield 0.01%
Morningstar Rating
Inception Date May 31, 2012

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.

Related Tickers