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
JRAAX: JANUS RESEARCH FUND CLASS A (MUTUAL FUND)
Basic Info 91.32 3.4(3.59%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 07/07/2009 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 12.65% |
| Expenses | 0.52% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/01/2026)
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(%) | -3.8 | 3.9 | 18.5 | 24.0 | 13.3 | 16.1 | 14.6 | 16.4 | 18.2 | 34.9 | 42.9 | -30.1 | 20.0 | 32.5 | 35.4 | -2.9 | 26.0 | 1.3 | 5.1 | 14.2 | 34.9 | 16.4 | -4.0 | 21.2 | 29.5 |
| Sharpe Ratio | NA | 0.99 | 1.45 | 1.18 | 0.53 | 0.7 | NA | 0.79 | 0.66 | 1.74 | 2.44 | -1.0 | 1.17 | 0.91 | 2.31 | -0.22 | 3.26 | 0.07 | 0.32 | 1.11 | 2.91 | 1.15 | -0.16 | 1.16 | 4.24 |
| Draw Down(%) | NA | 15.2 | 17.1 | 22.7 | 36.6 | 36.6 | NA | 36.6 | 22.7 | 13.0 | 9.1 | 34.8 | 7.6 | 32.3 | 7.7 | 22.0 | 3.1 | 13.6 | 11.6 | 8.3 | 6.1 | 12.0 | 21.3 | 14.5 | 6.2 |
| Standard Deviation(%) | NA | 18.3 | 15.8 | 19.4 | 22.0 | 21.3 | NA | 19.6 | 23.4 | 17.9 | 16.2 | 31.7 | 17.0 | 35.2 | 14.7 | 19.6 | 7.8 | 14.4 | 15.9 | 12.7 | 12.0 | 14.4 | 25.0 | 18.2 | 16.3 |
| Treynor Ratio | NA | 0.19 | 0.25 | 0.25 | 0.13 | 0.17 | NA | 0.17 | 0.16 | 0.34 | 0.48 | -0.38 | 0.27 | 0.35 | 0.5 | -0.05 | 0.29 | 0.01 | 0.05 | 0.16 | 0.36 | 0.17 | -0.04 | 0.23 | 0.74 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.04 | -0.05 | 0.02 | -0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 | 0.02 |
| Beta | NA | 0.95 | 0.93 | 0.91 | 0.87 | 0.87 | NA | 0.89 | 0.93 | 0.91 | 0.83 | 0.84 | 0.74 | 0.91 | 0.68 | 0.92 | 0.87 | 0.96 | 0.97 | 0.91 | 0.97 | 0.95 | 0.93 | 0.93 | 0.93 |
| RSquared | NA | 0.94 | 0.95 | 0.96 | 0.95 | 0.92 | NA | 0.93 | 0.98 | 0.96 | 0.94 | 0.96 | 0.89 | 0.88 | 0.72 | 0.97 | 0.91 | 0.96 | 0.97 | 0.96 | 0.95 | 0.94 | 0.97 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 12.8 | 6.8 | 4.1 | 0.2 | 14.2 | 3.7 | 12.8 | 9.4 | 9.4 | 5.3 | 9.3 | 14.3 | 0.8 | 0.6 | 0.7 | 1.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 147.3 | 128.6 | 1560.2 | -98.7 | 381.5 | -64.4 | 17.5 | 16.7 | 74.3 | -45.9 | -35.2 | 2197.0 | 70.3 | -22.5 | -18.1 | 227.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2009
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to JRAAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
