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JSPGX: JANUS GLOBAL ALLOCATION FUND - GROWTH CLASS T (MUTUAL FUND)
Basic Info 15.36 0.45(2.85%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 01/11/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 6.98% |
| Expenses | 1.18% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 6.7 | 19.0 | 14.6 | 5.9 | 8.4 | 7.2 | 7.0 | 7.0 | 11.3 | 11.1 | 13.6 | -17.9 | 10.3 | 14.5 | 19.8 | -8.3 | 19.7 | 3.5 | -2.1 | 3.0 | 19.6 | 14.8 | -6.5 | 13.4 | 35.8 | -34.9 | 15.7 | 14.1 |
| Sharpe Ratio | NA | 1.59 | 1.88 | 1.09 | 0.31 | 0.53 | NA | NA | 0.39 | 1.27 | 0.75 | 0.97 | -1.06 | 0.97 | 0.57 | 2.4 | -0.93 | 3.75 | 0.31 | -0.2 | 0.36 | 2.07 | 1.34 | -0.33 | 0.91 | 1.69 | -1.2 | 0.96 | 1.12 |
| Draw Down(%) | NA | 8.4 | 8.4 | 13.7 | 26.3 | 29.5 | NA | NA | 46.7 | 13.7 | 6.4 | 10.5 | 25.2 | 5.2 | 29.5 | 4.5 | 15.9 | 1.6 | 9.2 | 12.2 | 8.2 | 8.0 | 10.2 | 19.6 | 11.4 | 18.6 | 45.6 | 8.3 | 11.4 |
| Standard Deviation(%) | NA | 13.7 | 10.9 | 11.6 | 13.0 | 13.3 | NA | NA | 14.7 | 13.3 | 10.0 | 10.3 | 18.2 | 10.6 | 24.7 | 7.7 | 10.5 | 5.1 | 10.5 | 10.7 | 8.5 | 9.4 | 11.1 | 19.5 | 14.6 | 21.1 | 29.9 | 13.1 | 9.9 |
| Treynor Ratio | NA | 0.2 | 0.19 | 0.12 | 0.04 | 0.06 | NA | NA | 0.05 | 0.18 | 0.13 | 0.09 | -0.19 | 0.15 | 0.12 | 0.21 | -0.09 | 0.16 | 0.03 | -0.02 | 0.03 | 0.16 | 0.12 | -0.05 | 0.1 | 0.25 | -0.26 | 0.08 | 0.09 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | -0.06 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.03 | 0.0 |
| Beta | NA | 1.12 | 1.09 | 1.04 | 1.11 | 1.14 | NA | NA | 1.24 | 0.95 | 0.58 | 1.12 | 1.02 | 0.71 | 1.14 | 0.86 | 1.03 | 1.17 | 1.2 | 1.28 | 1.2 | 1.2 | 1.27 | 1.28 | 1.3 | 1.41 | 1.39 | 1.5 | 1.18 |
| RSquared | NA | 0.95 | 0.91 | 0.83 | 0.87 | 0.84 | NA | NA | 0.87 | 0.74 | 0.48 | 0.81 | 0.79 | 0.52 | 0.8 | 0.43 | 0.69 | 0.81 | 0.93 | 0.95 | 0.91 | 0.91 | 0.93 | 0.93 | 0.94 | 0.85 | 0.9 | 0.85 | 0.76 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | 9.4 | 1.5 | 3.6 | 15.9 | 5.1 | 8.0 | 4.6 | 7.1 | 2.6 | 9.1 | 5.4 | 4.0 | 2.2 | 1.6 | 1.7 | 2.2 | 1.6 | 5.5 | 1.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -19.5 | 578.2 | -66.5 | -78.4 | 236.3 | -28.0 | 50.6 | -28.0 | 187.4 | -75.5 | 66.8 | 52.3 | 102.8 | 27.3 | 2.6 | 4.3 | -11.1 | -67.3 | 272.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2006
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