It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JAENX: JANUS ENTERPRISE FUND CLASS T (MUTUAL FUND)
Basic Info 147.6 2.49(1.66%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/30/1992 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 7.55% |
| Expenses | 1.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 5.9 | 12.8 | 12.6 | 1.6 | 8.8 | 9.8 | 9.3 | 9.4 | 7.5 | 15.1 | 17.9 | -24.3 | 0.4 | 10.9 | 35.1 | -1.0 | 26.3 | 11.9 | 3.3 | 12.0 | 30.6 | 17.6 | -1.9 | 25.8 | 42.9 | -43.1 | 21.8 | 13.2 | 11.4 | 20.7 | 35.8 | -28.3 | -39.9 | -30.5 | 122.0 | 34.1 | 11.0 | 11.7 | 27.4 | 8.9 | 15.6 | 0.4 |
| Sharpe Ratio | NA | 0.88 | 0.88 | 0.66 | -0.05 | 0.36 | NA | NA | 0.34 | 0.25 | 0.89 | 0.98 | -0.96 | 0.02 | 0.3 | 2.61 | -0.15 | 3.22 | 0.83 | 0.23 | 0.97 | 2.69 | 1.28 | -0.08 | 1.42 | 1.45 | -0.99 | 1.17 | 0.77 | 0.77 | 1.51 | 2.12 | -1.26 | -1.11 | -0.64 | 3.88 | 1.16 | 0.49 | 0.55 | 2.1 | 0.53 | 1.31 | NA |
| Draw Down(%) | NA | 11.4 | 11.4 | 19.6 | 36.9 | 38.2 | NA | NA | 79.8 | 19.3 | 5.9 | 14.4 | 25.9 | 19.9 | 38.2 | 6.3 | 19.4 | 3.4 | 11.1 | 11.8 | 8.8 | 4.9 | 11.4 | 22.1 | 13.6 | 26.1 | 57.7 | 8.3 | 12.0 | 8.2 | 11.4 | 9.7 | 35.1 | 54.0 | 52.2 | 17.8 | 33.3 | 16.2 | 15.4 | 6.5 | 11.0 | 7.8 | 0.0 |
| Standard Deviation(%) | NA | 16.0 | 13.8 | 15.4 | 19.7 | 19.9 | NA | NA | 22.5 | 18.5 | 12.9 | 14.6 | 26.8 | 22.9 | 36.1 | 12.9 | 16.3 | 8.0 | 14.1 | 14.0 | 12.4 | 11.3 | 13.9 | 24.4 | 18.2 | 29.4 | 44.4 | 16.1 | 12.9 | 11.8 | 13.1 | 16.6 | 23.3 | 38.5 | 53.9 | 30.5 | 26.4 | 14.7 | 14.5 | 11.2 | 11.1 | 10.2 | 0.0 |
| Treynor Ratio | NA | 0.18 | 0.16 | 0.13 | -0.01 | 0.09 | NA | NA | 0.09 | 0.06 | 0.15 | 0.18 | -0.35 | 0.0 | 0.11 | 0.37 | -0.03 | 0.28 | 0.14 | 0.04 | 0.14 | 0.37 | 0.22 | -0.02 | 0.32 | 0.44 | -0.47 | 0.21 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | NA | NA | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | -0.05 | -0.07 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.77 | 0.77 | 0.8 | 0.78 | 0.84 | NA | NA | 0.87 | 0.81 | 0.78 | 0.81 | 0.75 | 0.8 | 0.95 | 0.9 | 0.88 | 0.91 | 0.86 | 0.86 | 0.87 | 0.82 | 0.82 | 0.85 | 0.81 | 0.97 | 0.93 | 0.9 | 0.85 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.83 | 0.78 | 0.86 | 0.74 | 0.81 | NA | NA | 0.46 | 0.87 | 0.84 | 0.89 | 0.81 | 0.44 | 0.88 | 0.93 | 0.95 | 0.88 | 0.95 | 0.94 | 0.92 | 0.91 | 0.92 | 0.96 | 0.96 | 0.97 | 0.95 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | 7.6 | 8.3 | 0.0 | 0.2 | 0.2 | 5.7 | 5.8 | 2.3 | 1.9 | 3.9 | 6.2 | 6.5 | 3.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.3 | 14.3 | 6.8 | 4.7 | 7.9 | 4.1 | 2.9 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | -1.1 | N/A | -100.0 | -21.1 | -94.9 | -9.8 | 221.4 | 31.9 | -51.8 | -32.4 | 12.6 | 95.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -22.7 | 119.5 | 53.7 | -29.2 | 101.5 | 59.5 | 2852.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/1992
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 3.95% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 2.69% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 2.75% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 3.56% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 3.41% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 3.46% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 2.64% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 2.78% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 3.37% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to JAENX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
