Nasdaq - Delayed Quote USD

Janus Henderson Forty S (JARTX)

46.35 +0.74 (+1.62%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.76%
5y Average Return 13.50%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 43.53%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 43.53%
Worst 3Y Total Return 3.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JARTX
Category
YTD
12.69%
12.38%
1-Month
2.14%
5.09%
3-Month
12.69%
10.28%
1-Year
37.77%
41.70%
3-Year
7.74%
22.56%
5-Year
15.68%
21.98%
10-Year
14.81%
15.99%
Last Bull Market
40.25%
25.99%
Last Bear Market
-25.58%
-17.29%

Annual Total Return (%) History

Year
JARTX
Category
2024
--
--
2023
39.34%
--
2022
-33.81%
--
2021
22.48%
--
2020
38.60%
35.86%
2019
36.30%
31.90%
2018
1.04%
-2.09%
2017
29.10%
27.67%

2016
1.92%
3.23%
2015
11.75%
3.60%
2014
8.57%
10.00%
2013
31.73%
33.92%
2012
23.65%
15.34%
2011
-7.32%
-2.46%
2010
5.62%
15.53%
2009
43.53%
35.68%
2008
-44.02%
-40.67%
2007
35.57%
13.35%
2006
10.18%
7.05%
2005
14.60%
6.71%
2004
17.64%
7.81%
2003
18.92%
28.66%
2002
-15.85%
-27.64%
2001
-21.83%
-22.30%
2000
-16.34%
-13.05%
1999
66.16%
38.87%
1998
57.37%
34.55%
1997
--
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.69% -- -- --
2023 13.97% 11.00% -3.06% 13.62%
2022 -11.57% -25.58% -4.97% 5.83%
2021 1.79% 12.62% 1.43% 5.35%
2020 -12.65% 26.53% 12.58% 11.39%
2019 16.09% 5.95% 2.59% 8.02%
2018 4.70% 5.59% 7.14% -14.69%
2017 10.66% 5.92% 5.52% 4.38%
2016 -3.35% 1.72% 5.17% -1.42%
2015 7.69% 0.16% -3.63% 7.51%

2014 -2.50% 2.31% 2.06% 6.65%
2013 5.27% 2.18% 10.63% 10.70%
2012 20.02% -4.20% 7.09% 0.41%
2011 1.23% 0.74% -15.55% 7.61%
2010 3.74% -14.53% 9.48% 8.79%
2009 -0.87% 20.90% 14.63% 4.47%
2008 -5.76% 5.78% -25.02% -25.11%
2007 2.71% 7.41% 14.75% 7.08%
2006 3.13% -3.31% -0.17% 10.68%
2005 -2.03% 7.45% 7.01% 1.74%
2004 5.40% 0.76% -1.37% 12.32%
2003 -1.23% 8.98% 1.24% 9.11%
2002 -1.60% -4.86% -10.68% 0.63%
2001 -17.38% 4.03% -15.11% 7.14%
2000 12.21% -14.60% 3.48% -15.63%
1999 23.92% 1.18% -6.39% 41.57%
1998 17.35% 11.48% -10.18% 33.92%
1997 10.14% -2.40% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 46
3-Month 44
1-Year 51
3-Year 64
5-Year 42

Load Adjusted Returns

1-Year 37.77%
3-Year 7.74%
5-Year 15.68%
10-Year 14.81%

Performance & Risk

YTD Return 6.76%
5y Average Return 13.50%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Janus Henderson
Net Assets 20.45B
YTD Return 12.69%
Yield 0.00%
Morningstar Rating
Inception Date Nov 28, 2005

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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