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JACTX: JANUS FORTY FUND CLASS T (MUTUAL FUND)
Basic Info 55.56 2.26(3.91%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 07/07/2009 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 13.51% |
| Expenses | 1.64% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 2.7 | 19.3 | 21.1 | 8.0 | 14.1 | 13.8 | 14.4 | 18.2 | 28.1 | 39.8 | -33.7 | 11.3 | 28.4 | 36.7 | 1.4 | 29.3 | 2.2 | 11.7 | 10.0 | 31.9 | 24.0 | -7.1 | 5.9 | 25.2 |
| Sharpe Ratio | NA | 0.79 | 1.39 | 1.06 | 0.28 | 0.59 | NA | 0.66 | 0.66 | 1.53 | 2.22 | -1.1 | 0.54 | 0.79 | 2.41 | 0.0 | 3.25 | 0.13 | 0.7 | 0.68 | 2.51 | 1.52 | -0.27 | 0.31 | 3.58 |
| Draw Down(%) | NA | 17.4 | 19.1 | 22.2 | 46.4 | 46.4 | NA | 46.4 | 22.2 | 10.3 | 10.8 | 38.3 | 16.8 | 29.6 | 6.4 | 21.1 | 3.3 | 15.6 | 11.6 | 10.2 | 7.6 | 11.0 | 21.4 | 17.6 | 6.5 |
| Standard Deviation(%) | NA | 19.9 | 17.3 | 18.9 | 22.5 | 21.8 | NA | 20.3 | 23.2 | 16.0 | 16.5 | 32.1 | 20.9 | 35.4 | 14.6 | 21.1 | 8.9 | 15.1 | 16.8 | 14.7 | 12.7 | 15.9 | 26.0 | 18.7 | 16.2 |
| Treynor Ratio | NA | 0.15 | 0.24 | 0.23 | 0.07 | 0.15 | NA | 0.15 | 0.17 | 0.3 | 0.43 | -0.41 | 0.14 | 0.31 | 0.52 | 0.0 | 0.29 | 0.02 | 0.12 | 0.09 | 0.32 | 0.23 | -0.07 | 0.06 | 0.65 |
| Alpha | NA | 0.02 | 0.03 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.06 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.02 | -0.03 | -0.02 | 0.0 |
| Beta | NA | 1.03 | 1.0 | 0.88 | 0.87 | 0.87 | NA | 0.9 | 0.91 | 0.81 | 0.84 | 0.85 | 0.81 | 0.89 | 0.67 | 1.0 | 0.99 | 1.0 | 1.01 | 1.05 | 0.99 | 1.03 | 0.96 | 0.95 | 0.9 |
| RSquared | NA | 0.94 | 0.91 | 0.94 | 0.92 | 0.88 | NA | 0.9 | 0.95 | 0.95 | 0.93 | 0.97 | 0.71 | 0.83 | 0.7 | 0.98 | 0.92 | 0.96 | 0.95 | 0.94 | 0.87 | 0.89 | 0.95 | 0.95 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 13.4 | 12.9 | 11.3 | 0.0 | 0.0 | 0.0 | 9.0 | 8.1 | 15.9 | 6.4 | 15.3 | 35.2 | 23.4 | 0.7 | 0.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 22.9 | 43.6 | N/A | N/A | N/A | -100.0 | 2.2 | -42.7 | 147.7 | -60.5 | -68.2 | 54.7 | 4168.8 | 0.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2009
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