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Janus Henderson Forty A (JDCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.61+0.46 (+0.96%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.44%
5-Year Average Return13.95%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Apr 21, 2024)43.82%
Worst 1 Yr Total Return (Apr 21, 2024)N/A
Best 3-Yr Total Return43.82%
Worst 3-Yr Total Return4.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJDCAXCategory
YTD12.74%12.38%
1-Month2.14%5.09%
3-Month12.74%10.28%
1-Year37.97%41.70%
3-Year7.91%22.56%
5-Year15.86%21.98%
10-Year14.94%15.99%
Last Bull Market40.42%25.99%
Last Bear Market-25.55%-17.29%

Annual Total Return (%) History

Year
JDCAXCategory
2024
N/AN/A
2023
39.54%N/A
2022
-33.70%N/A
2021
22.66%N/A
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
N/A7.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.74%N/AN/AN/A
202314.03%11.05%-3.04%13.65%
2022-11.53%-25.55%-4.91%5.85%
20211.80%12.68%1.48%5.38%
2020-12.61%26.58%12.61%11.44%
201916.07%6.00%2.62%8.07%
20184.78%5.59%7.16%-14.65%
201710.65%6.00%5.53%4.38%
2016-3.33%1.74%5.23%-1.41%
20157.71%0.19%-3.66%7.59%
2014-2.50%2.32%2.07%6.58%
20135.23%2.22%10.68%10.70%
201220.04%-4.17%7.11%0.46%
20111.27%0.76%-15.42%7.63%
20103.76%-14.50%9.54%8.84%
2009-0.81%20.95%14.69%4.52%
2008-5.72%5.84%-24.99%-25.03%
20072.76%7.46%14.85%7.12%
20063.19%-3.26%-0.14%10.81%
2005-1.99%7.56%7.07%1.80%
200412.46%N/AN/AN/A

Rank In Category (By Total Return)

YTD43
1-Month46
3-Month43
1-Year50
3-Year62
5-Year38

Load Adjusted Returns

1-Year30.03%
3-Year5.81%
5-Year14.50%
10-Year14.26%