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Janus Henderson Balanced S (JABRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.91+0.21 (+0.47%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.29%
5-Year Average Return8.67%
Number of Years Up13
Number of Years Down1
Best 1 Yr Total Return (May 29, 2024)22.10%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return22.10%
Worst 3-Yr Total Return3.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJABRXCategory
YTD3.08%9.69%
1-Month-3.62%0.91%
3-Month1.19%5.21%
1-Year11.00%27.06%
3-Year2.87%11.00%
5-Year7.47%10.26%
10-Year7.71%8.34%
Last Bull Market18.96%15.58%
Last Bear Market-11.76%-12.16%

Annual Total Return (%) History

Year
JABRXCategory
2024
N/AN/A
2023
14.98%N/A
2022
-16.89%N/A
2021
16.75%N/A
2020
13.91%11.72%
2019
22.10%19.23%
2018
0.26%-5.76%
2017
18.05%13.21%
2016
4.20%7.34%
2015
0.22%-1.93%
2014
8.10%6.21%
2013
19.28%16.48%
2012
12.68%11.72%
2011
1.07%-0.11%
2010
7.51%11.83%
2009
N/A24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.96%N/AN/AN/A
20235.13%3.53%-3.41%9.36%
2022-6.37%-11.76%-4.57%5.40%
20211.55%6.72%0.24%7.46%
2020-11.61%12.80%6.77%7.01%
20198.52%3.84%2.91%5.29%
20180.53%2.45%4.95%-7.24%
20174.77%3.27%3.76%5.16%
2016-1.00%0.35%2.11%2.71%
20151.33%-0.80%-4.28%4.16%
20141.15%3.60%-0.03%3.19%
20136.41%1.37%3.90%6.43%
20129.34%-2.92%5.32%0.80%
20113.98%1.39%-11.14%7.88%
20103.40%-6.83%7.81%3.50%
20093.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD20
1-Month80
3-Month67
1-Year41
3-Year29
5-Year23

Load Adjusted Returns

1-Year11.00%
3-Year2.87%
5-Year7.47%
10-Year7.71%