Nasdaq - Delayed Quote USD

JH Adaptive Risk Mgd U.S. Eq T (JRSTX)

10.21 +0.02 (+0.20%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.15%
5y Average Return 8.78%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2024) 35.49%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 35.49%
Worst 3Y Total Return 4.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JRSTX
Category
YTD
8.44%
14.84%
1-Month
3.13%
1.65%
3-Month
8.44%
7.55%
1-Year
19.66%
40.47%
3-Year
7.56%
16.77%
5-Year
9.54%
16.15%
10-Year
9.35%
13.21%
Last Bull Market
29.28%
24.09%
Last Bear Market
-13.96%
-17.61%

Annual Total Return (%) History

Year
JRSTX
Category
2024
--
--
2023
15.13%
--
2022
-14.21%
--
2021
19.53%
--
2020
12.69%
15.83%
2019
23.48%
28.78%
2018
-3.70%
-6.27%
2017
20.27%
20.44%

2016
8.00%
10.37%
2015
3.13%
-1.07%
2014
9.18%
10.96%
2013
35.49%
31.50%
2012
15.34%
14.96%
2011
2.07%
-1.27%
2010
15.29%
14.01%
2009
--
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.44% -- -- --
2023 4.34% 5.91% -4.55% 9.15%
2022 -3.63% -13.96% -6.44% 10.58%
2021 2.88% 6.44% 0.88% 8.21%
2020 -20.83% 23.03% 7.75% 7.38%
2019 12.98% 3.03% 3.39% 2.60%
2018 1.57% 4.45% 5.30% -13.79%
2017 5.33% 2.70% 5.64% 5.24%
2016 4.01% 4.50% -1.95% 1.34%
2015 4.79% -2.35% -3.25% 4.17%

2014 2.60% 4.52% -2.58% 4.51%
2013 13.66% 2.04% 4.89% 11.37%
2012 8.95% -1.64% 6.09% 1.46%
2011 6.78% -0.30% -15.52% 13.49%
2010 6.76% -11.07% 10.93% 9.48%
2009 4.13% -- -- --

Rank in Category (By Total Return)

YTD 78
1-Month 65
3-Month 78
1-Year 88
3-Year 87
5-Year 95

Load Adjusted Returns

1-Year 19.66%
3-Year 7.56%
5-Year 9.54%
10-Year 9.35%

Performance & Risk

YTD Return 5.15%
5y Average Return 8.78%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Janus Henderson
Net Assets 621.04M
YTD Return 8.44%
Yield 0.46%
Morningstar Rating
Inception Date Dec 30, 2005

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, including, but not limited to, common stocks, depositary receipts, and real-estate investment trusts (“REITs”). It seeks to achieve market-like returns with lower volatility over a full market cycle than the Russell 1000® Index. The fund seeks to generate such returns with volatility that can range from approximately 0% to 40% lower than the Russell 1000 Index.

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