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Janus Henderson Small-Mid Cap Value D (JSVDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.88-0.16 (-1.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.29%
5-Year Average Return7.19%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 24, 2024)26.92%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return26.92%
Worst 3-Yr Total Return0.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJSVDXCategory
YTD12.94%21.28%
1-Month6.70%-1.96%
3-Month7.68%4.90%
1-Year33.89%55.83%
3-Year5.50%11.08%
5-Year8.89%11.93%
10-Year8.33%10.64%
Last Bull Market32.71%25.54%
Last Bear Market-12.26%-22.08%

Annual Total Return (%) History

Year
JSVDXCategory
2024
N/AN/A
2023
15.29%N/A
2022
-8.97%N/A
2021
16.32%N/A
2020
-3.15%2.63%
2019
26.92%25.18%
2018
-7.18%-12.86%
2017
14.03%13.22%
2016
19.36%18.06%
2015
0.22%-5.41%
2014
7.25%9.31%
2013
22.87%35.14%
2012
12.30%16.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
20231.73%4.64%-4.87%13.86%
2022-4.20%-12.26%-3.39%12.10%
202112.37%0.64%-3.76%6.88%
2020-30.81%14.29%-0.68%23.32%
201912.37%4.09%2.27%6.11%
2018-2.56%3.58%4.58%-12.06%
20173.61%2.08%2.83%4.84%
20162.00%4.35%4.33%7.48%
20152.04%0.08%-6.30%4.74%
20143.04%2.71%-3.03%4.51%
20138.36%2.08%4.41%6.38%
201211.14%-4.75%5.17%0.86%

Rank In Category (By Total Return)

YTD1
1-Month1
3-Month3
1-Year6
3-Year41
5-Year82

Load Adjusted Returns

1-Year33.89%
3-Year5.50%
5-Year8.89%
10-Year8.33%