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JGCAX: JANUS GLOBAL ALLOCATION FUND - GROWTH CLASS A (MUTUAL FUND)
Basic Info 15.18 0.45(2.88%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 07/07/2009 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 6.96% |
| Expenses | 1.34% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.4 | 6.7 | 18.9 | 14.5 | 2.4 | 6.1 | 5.7 | 7.3 | 19.4 | 1.7 | 13.6 | -20.9 | -2.7 | 10.5 | 19.7 | -8.4 | 19.6 | 3.3 | -2.2 | 2.9 | 19.4 | 14.7 | -6.6 | 13.3 | 23.1 |
| Sharpe Ratio | NA | 0.96 | 1.44 | 0.96 | -0.01 | 0.32 | NA | 0.47 | 1.26 | -0.35 | 0.91 | -1.23 | -0.17 | 0.41 | 2.41 | -0.93 | 3.74 | 0.3 | -0.21 | 0.34 | 2.05 | 1.33 | -0.34 | 0.91 | 3.89 |
| Draw Down(%) | NA | 8.5 | 8.5 | 13.7 | 35.0 | 35.0 | NA | 35.0 | 13.7 | 11.6 | 10.5 | 25.3 | 13.1 | 29.5 | 4.5 | 16.0 | 1.7 | 9.2 | 12.3 | 8.2 | 8.1 | 10.3 | 19.6 | 11.4 | 5.6 |
| Standard Deviation(%) | NA | 14.3 | 11.3 | 11.7 | 14.2 | 13.9 | NA | 13.5 | 13.3 | 13.7 | 10.3 | 18.2 | 16.3 | 24.9 | 7.6 | 10.5 | 5.1 | 10.5 | 10.7 | 8.5 | 9.5 | 11.1 | 19.5 | 14.6 | 13.5 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.11 | 0.0 | 0.04 | NA | 0.05 | 0.18 | -0.06 | 0.08 | -0.22 | -0.04 | 0.09 | 0.21 | -0.09 | 0.16 | 0.03 | -0.02 | 0.02 | 0.16 | 0.12 | -0.05 | 0.1 | 0.4 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.13 | 1.1 | 1.04 | 1.1 | 1.13 | NA | 1.18 | 0.95 | 0.88 | 1.11 | 1.03 | 0.66 | 1.2 | 0.86 | 1.03 | 1.17 | 1.2 | 1.28 | 1.21 | 1.21 | 1.28 | 1.28 | 1.3 | 1.32 |
| RSquared | NA | 0.95 | 0.92 | 0.83 | 0.74 | 0.77 | NA | 0.83 | 0.75 | 0.43 | 0.81 | 0.81 | 0.24 | 0.88 | 0.43 | 0.69 | 0.81 | 0.93 | 0.95 | 0.91 | 0.91 | 0.93 | 0.92 | 0.94 | 0.93 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.3 | 9.3 | 1.5 | 0.7 | 3.3 | 1.3 | 7.9 | 4.5 | 7.0 | 2.5 | 9.1 | 5.3 | 3.9 | 2.1 | 1.6 | 1.9 | 2.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -19.5 | 614.7 | 63.0 | -79.9 | 183.0 | -82.0 | 50.4 | -27.5 | 190.0 | -75.9 | 68.7 | 53.2 | 112.0 | 21.2 | -9.4 | 9.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2009
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