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JDMRX: JANUS ENTERPRISE FUND CLASS R (MUTUAL FUND)
Basic Info 128.58 2.18(1.67%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 01/26/2005 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 8.44% |
| Expenses | 1.14% |
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Performance Analytics (As of 05/29/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 5.7 | 12.2 | 12.0 | 0.6 | 8.0 | 9.1 | 8.8 | 9.1 | 7.0 | 14.5 | 17.3 | -25.4 | -1.3 | 9.8 | 34.4 | -1.5 | 25.7 | 11.4 | 2.7 | 11.5 | 30.0 | 17.1 | -2.4 | 25.1 | 41.7 | -41.2 | 20.8 | 12.7 | 16.0 |
| Sharpe Ratio | NA | 0.84 | 0.84 | 0.62 | -0.09 | 0.32 | NA | NA | 0.39 | 0.22 | 0.85 | 0.94 | -0.99 | -0.06 | 0.26 | 2.55 | -0.18 | 3.14 | 0.79 | 0.19 | 0.93 | 2.63 | 1.24 | -0.1 | 1.38 | 1.47 | -0.99 | 1.13 | 0.73 | 1.28 |
| Draw Down(%) | NA | 11.5 | 11.5 | 19.7 | 38.7 | 38.7 | NA | NA | 55.6 | 19.3 | 6.0 | 14.5 | 27.0 | 20.9 | 38.3 | 6.4 | 19.5 | 3.4 | 11.1 | 11.9 | 8.9 | 4.9 | 11.5 | 22.3 | 13.7 | 25.3 | 55.6 | 8.3 | 12.2 | 8.4 |
| Standard Deviation(%) | NA | 16.0 | 13.8 | 15.4 | 20.0 | 20.1 | NA | NA | 20.4 | 18.5 | 12.8 | 14.6 | 27.2 | 23.8 | 36.2 | 12.9 | 16.3 | 8.0 | 14.1 | 14.0 | 12.4 | 11.4 | 13.9 | 24.4 | 18.2 | 28.3 | 42.3 | 15.7 | 12.8 | 11.7 |
| Treynor Ratio | NA | 0.17 | 0.15 | 0.12 | -0.02 | 0.08 | NA | NA | 0.09 | 0.05 | 0.14 | 0.17 | -0.36 | -0.02 | 0.1 | 0.37 | -0.03 | 0.28 | 0.13 | 0.03 | 0.13 | 0.37 | 0.21 | -0.03 | 0.31 | 0.44 | -0.48 | 0.2 | 0.11 | 0.0 |
| Alpha | NA | 0.0 | 0.02 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.06 | -0.07 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | NA |
| Beta | NA | 0.77 | 0.77 | 0.8 | 0.78 | 0.84 | NA | NA | 0.86 | 0.81 | 0.78 | 0.8 | 0.74 | 0.8 | 0.95 | 0.9 | 0.88 | 0.91 | 0.86 | 0.86 | 0.87 | 0.82 | 0.82 | 0.85 | 0.81 | 0.94 | 0.88 | 0.88 | 0.86 | NA |
| RSquared | NA | 0.83 | 0.78 | 0.85 | 0.72 | 0.8 | NA | NA | 0.85 | 0.86 | 0.84 | 0.86 | 0.79 | 0.42 | 0.87 | 0.93 | 0.95 | 0.88 | 0.95 | 0.94 | 0.92 | 0.91 | 0.92 | 0.96 | 0.96 | 0.98 | 0.95 | 0.94 | 0.2 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.4 | 8.0 | 9.2 | 0.0 | 0.0 | 0.0 | 6.0 | 6.0 | 2.3 | 1.9 | 3.8 | 6.3 | 6.5 | 3.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.6 | -7.2 | N/A | N/A | N/A | -100.0 | -9.5 | 225.1 | 34.3 | -50.3 | -36.9 | 14.6 | 91.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2004
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