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JSPMX: JANUS GLOBAL ALLOCATION FUND - MODERATE CLASS T (MUTUAL FUND)
Basic Info 14.06 0.32(2.23%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 01/11/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 6.11% |
| Expenses | 1.11% |
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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(%) | -1.9 | 5.2 | 15.6 | 12.0 | 4.2 | 6.7 | 6.0 | 6.2 | 6.2 | 15.6 | 8.9 | 11.7 | -17.5 | 7.1 | 14.4 | 15.6 | -6.7 | 16.2 | 3.0 | -2.2 | 3.4 | 15.2 | 12.6 | -2.6 | 12.2 | 30.3 | -25.3 | 12.7 | 10.9 |
| Sharpe Ratio | NA | 1.45 | 1.82 | 1.06 | 0.21 | 0.51 | NA | NA | 0.47 | 1.24 | 0.65 | 0.94 | -1.28 | 0.86 | 0.79 | 2.58 | -1.06 | 3.93 | 0.34 | -0.28 | 0.5 | 2.03 | 1.62 | -0.19 | 1.12 | 2.04 | -1.28 | 1.0 | 1.09 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.6 | 25.2 | 25.2 | NA | NA | 35.7 | 10.6 | 4.5 | 9.1 | 23.9 | 4.5 | 22.9 | 3.1 | 12.9 | 1.3 | 6.5 | 10.1 | 6.4 | 6.8 | 6.9 | 14.0 | 8.2 | 13.5 | 35.1 | 6.0 | 8.2 |
| Standard Deviation(%) | NA | 11.2 | 8.8 | 9.3 | 10.5 | 10.2 | NA | NA | 10.9 | 10.3 | 8.1 | 8.6 | 14.7 | 8.2 | 17.9 | 5.5 | 7.7 | 4.0 | 8.1 | 8.2 | 6.7 | 7.5 | 7.8 | 14.0 | 10.8 | 14.8 | 20.5 | 9.6 | 7.3 |
| Treynor Ratio | NA | 0.18 | 0.18 | 0.12 | 0.02 | 0.06 | NA | NA | 0.05 | 0.14 | 0.08 | 0.08 | -0.2 | 0.08 | 0.16 | 0.23 | -0.11 | 0.17 | 0.03 | -0.02 | 0.04 | 0.16 | 0.14 | -0.03 | 0.12 | 0.29 | -0.27 | 0.09 | 0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.03 | -0.02 | 0.0 |
| Beta | NA | 0.91 | 0.88 | 0.84 | 0.89 | 0.88 | NA | NA | 0.92 | 0.94 | 0.67 | 0.95 | 0.97 | 0.84 | 0.9 | 0.62 | 0.75 | 0.92 | 0.91 | 0.98 | 0.94 | 0.94 | 0.89 | 0.92 | 0.97 | 1.03 | 0.95 | 1.1 | 0.88 |
| RSquared | NA | 0.95 | 0.92 | 0.84 | 0.88 | 0.85 | NA | NA | 0.88 | 0.92 | 0.69 | 0.85 | 0.94 | 0.83 | 0.87 | 0.43 | 0.69 | 0.82 | 0.91 | 0.95 | 0.91 | 0.89 | 0.93 | 0.92 | 0.94 | 0.93 | 0.9 | 0.86 | 0.77 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 4.4 | 1.6 | 2.3 | 12.7 | 4.8 | 6.2 | 4.2 | 7.8 | 1.8 | 8.2 | 5.0 | 7.9 | 2.6 | 2.4 | 2.7 | 2.9 | 2.4 | 5.1 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 51.7 | 202.9 | -44.3 | -82.7 | 184.7 | -14.4 | 29.0 | -40.7 | 338.0 | -80.3 | 60.9 | -33.3 | 232.1 | 6.2 | -3.0 | 17.3 | -10.8 | -50.5 | 224.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2006
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