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Janus Henderson Enterprise S (JGRTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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131.05-0.27 (-0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.96%
5-Year Average Return10.31%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)34.72%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return34.72%
Worst 3-Yr Total Return4.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJGRTXCategory
YTD3.42%10.80%
1-Month-4.61%4.43%
3-Month3.01%7.00%
1-Year14.22%48.17%
3-Year2.81%21.26%
5-Year9.36%20.18%
10-Year11.92%14.07%
Last Bull Market28.01%27.14%
Last Bear Market-14.22%-21.26%

Annual Total Return (%) History

Year
JGRTXCategory
2024
N/AN/A
2023
17.51%N/A
2022
-16.35%N/A
2021
16.92%N/A
2020
19.85%39.26%
2019
34.72%32.52%
2018
-1.30%-6.65%
2017
26.03%23.91%
2016
11.63%6.03%
2015
3.04%-0.95%
2014
11.65%7.00%
2013
30.31%34.93%
2012
17.33%14.07%
2011
-2.11%-3.96%
2010
25.46%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.41%N/AN/AN/A
20238.39%4.00%-4.50%9.16%
2022-7.02%-14.22%-4.14%9.40%
20214.79%4.60%0.81%5.81%
2020-24.12%23.10%7.02%19.90%
201917.73%7.09%0.98%5.82%
20184.84%2.03%6.96%-13.73%
20177.05%6.32%5.07%5.39%
20162.69%2.62%5.68%0.23%
20156.96%-1.06%-7.05%4.76%
20142.06%2.70%-1.02%7.62%
20139.37%2.48%7.64%8.02%
201214.20%-5.44%3.34%5.14%
20116.34%0.00%-16.41%10.13%
20105.99%-9.50%15.78%12.96%
20096.71%N/AN/AN/A

Rank In Category (By Total Return)

YTD40
1-Month9
3-Month51
1-Year70
3-Year9
5-Year35

Load Adjusted Returns

1-Year14.22%
3-Year2.81%
5-Year9.36%
10-Year11.92%