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JURTX: JANUS REAL RETURN FUND CLASS T (MUTUAL FUND)
Basic Info
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/25/2011 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 2.89% |
| Expenses | 1.01% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/25/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.1 | 1.0 | 1.5 | -0.6 | 1.7 | 4.3 | 1.7 | 1.0 | 2.6 | 4.7 | -4.6 |
| Sharpe Ratio | NA | 0.04 | 0.87 | 0.94 | 0.41 | -3.19 | 0.78 | 1.88 | 0.82 | 0.45 | 1.48 | 1.08 | -0.96 |
| Draw Down(%) | NA | 0.8 | 1.9 | 3.4 | 8.5 | 0.8 | 0.8 | 1.9 | 1.6 | 3.4 | 2.7 | 5.5 | 8.5 |
| Standard Deviation(%) | NA | 1.4 | 1.9 | 1.9 | 3.3 | 1.2 | 1.4 | 2.2 | 2.1 | 2.2 | 1.7 | 4.3 | 7.9 |
| Treynor Ratio | NA | 0.0 | 0.08 | 0.1 | -0.36 | -0.14 | 0.05 | 0.2 | 0.1 | 0.08 | 0.11 | -0.09 | 0.11 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 |
| Beta | NA | 0.25 | 0.19 | 0.19 | -0.04 | 0.26 | 0.21 | 0.2 | 0.16 | 0.12 | 0.23 | -0.52 | -0.71 |
| RSquared | NA | 0.26 | 0.13 | 0.11 | 0.0 | 0.49 | 0.18 | 0.11 | 0.1 | 0.02 | 0.2 | 0.11 | 0.19 |
| Yield(%) | N/A | 2.9 | 3.2 | 3.1 | N/A | 0.4 | 3.1 | 3.3 | 3.7 | 3.5 | 2.0 | 1.0 | 0.9 |
| Dividend Growth(%) | N/A | -10.1 | 33.0 | N/A | N/A | -87.6 | -5.5 | -13.8 | 3.8 | 73.6 | 99.0 | 8.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
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