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Janus Henderson Forty I (JCAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.76-0.10 (-0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.75%
5-Year Average Return13.84%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)44.21%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return44.21%
Worst 3-Yr Total Return4.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJCAPXCategory
YTD12.80%12.38%
1-Month2.16%5.09%
3-Month12.80%10.28%
1-Year38.31%41.70%
3-Year8.18%22.56%
5-Year16.16%21.98%
10-Year15.28%15.99%
Last Bull Market40.75%25.99%
Last Bear Market-25.52%-17.29%

Annual Total Return (%) History

Year
JCAPXCategory
2024
N/AN/A
2023
39.91%N/A
2022
-33.54%N/A
2021
22.98%N/A
2020
39.21%35.86%
2019
36.86%31.90%
2018
1.50%-2.09%
2017
29.60%27.67%
2016
2.37%3.23%
2015
12.20%3.60%
2014
8.88%10.00%
2013
32.21%33.92%
2012
24.15%15.34%
2011
-6.96%-2.46%
2010
6.06%15.53%
2009
44.21%35.68%
2008
-43.70%-40.67%
2007
36.20%13.35%
2006
10.74%7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.80%N/AN/AN/A
202314.10%11.11%-2.97%13.73%
2022-11.46%-25.52%-4.86%5.93%
20211.88%12.74%1.55%5.45%
2020-12.56%26.69%12.68%11.53%
201916.19%6.08%2.68%8.14%
20184.85%5.68%7.28%-14.62%
201710.73%6.07%5.62%4.47%
2016-3.26%1.84%5.29%-1.31%
20157.83%0.24%-3.57%7.65%
2014-2.44%2.40%2.17%6.67%
20135.33%2.28%10.75%10.81%
201220.16%-4.11%7.20%0.52%
20111.35%0.84%-15.47%7.69%
20103.84%-14.46%9.63%8.91%
2009-0.77%21.01%14.77%4.64%
2008-5.64%5.93%-24.95%-24.95%
20072.83%7.57%14.87%7.20%
20063.27%-3.20%-0.07%10.85%

Rank In Category (By Total Return)

YTD42
1-Month45
3-Month42
1-Year48
3-Year60
5-Year33

Load Adjusted Returns

1-Year38.31%
3-Year8.18%
5-Year16.16%
10-Year15.28%