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Janus Henderson Forty Fund (JDCRX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 29.08% |
| 5y Average Return | 15.81% |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 21, 2024) | 43.18% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 43.18% |
| Worst 3Y Total Return | 3.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JDCRX
Category
- YTD
- 24.34%
- 12.38%
- 1-Month
- -0.47%
- 5.09%
- 3-Month
- 5.03%
- 10.28%
- 1-Year
- 44.10%
- 41.70%
- 3-Year
- 4.53%
- 22.56%
- 5-Year
- 15.50%
- 21.98%
- 10-Year
- 14.86%
- 15.99%
- Last Bull Market
- 30.53%
- 25.99%
- Last Bear Market
- -25.63%
- -17.29%
Annual Total Return (%) History
Year
JDCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.63% | 5.57% | 5.06% | -- |
| 2023 | 13.92% | 10.91% | -3.10% | 13.50% |
| 2022 | -11.62% | -25.63% | -5.00% | 5.73% |
| 2021 | 1.72% | 12.57% | 1.36% | 5.28% |
| 2020 | -12.69% | 26.43% | 12.51% | 11.33% |
| 2019 | 16.00% | 5.89% | 2.52% | 7.93% |
| 2018 | 4.67% | 5.47% | 7.10% | -14.75% |
| 2017 | 10.56% | 5.87% | 5.43% | 4.31% |
| 2016 | -3.41% | 1.65% | 5.10% | -1.45% |
| 2015 | 7.65% | 0.10% | -3.75% | 7.46% |
| 2014 | -2.58% | 2.23% | 1.98% | 6.51% |
| 2013 | 5.15% | 2.12% | 10.57% | 10.62% |
| 2012 | 19.95% | -4.28% | 7.03% | 0.35% |
| 2011 | 1.19% | 0.66% | -15.60% | 7.50% |
| 2010 | 3.67% | -14.56% | 9.41% | 8.70% |
| 2009 | -0.92% | 20.84% | 14.55% | 4.40% |
| 2008 | -5.82% | 5.71% | -25.07% | -25.15% |
| 2007 | 2.66% | 7.34% | 14.66% | 7.02% |
| 2006 | 3.07% | -3.35% | -0.25% | 10.63% |
| 2005 | -2.15% | 7.42% | 6.95% | 1.67% |
| 2004 | 12.28% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 47 |
| 3-Month | 27 |
| 1-Year | 36 |
| 3-Year | 64 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 44.10% |
| 3-Year | 4.53% |
| 5-Year | 15.50% |
| 10-Year | 14.86% |
Performance & Risk
| YTD Return | 29.08% |
| 5y Average Return | 15.81% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Janus Henderson |
| Net Assets | 21.87B |
| YTD Return | 24.34% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 01, 1997 |
Fund Summary
The fund pursues its investment objective by normally investing primarily in a portfolio of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities. It is non-diversified.
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