Nasdaq - Delayed Quote USD

Janus Henderson Triton I (JSMGX)

26.33 -0.16 (-0.60%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.84%
5y Average Return 4.95%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2024) 36.52%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 36.52%
Worst 3Y Total Return -2.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSMGX
Category
YTD
6.28%
12.40%
1-Month
2.80%
3.37%
3-Month
6.28%
4.88%
1-Year
14.48%
55.69%
3-Year
-0.29%
19.34%
5-Year
6.96%
20.72%
10-Year
9.51%
13.98%
Last Bull Market
34.63%
27.85%
Last Bear Market
-17.29%
-24.06%

Annual Total Return (%) History

Year
JSMGX
Category
2024
--
--
2023
14.62%
--
2022
-23.63%
--
2021
7.10%
--
2020
28.54%
38.62%
2019
28.45%
27.68%
2018
-5.13%
-5.76%
2017
27.07%
21.50%

2016
10.59%
11.20%
2015
1.35%
-2.41%
2014
9.58%
2.44%
2013
36.52%
40.91%
2012
16.63%
13.15%
2011
2.77%
-3.55%
2010
31.67%
26.98%
2009
--
35.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.28% -- -- --
2023 6.41% 3.47% -5.71% 10.41%
2022 -9.47% -17.29% -4.98% 7.34%
2021 0.52% 5.10% -2.02% 3.48%
2020 -27.83% 29.48% 6.33% 29.37%
2019 17.52% 6.74% -3.09% 5.68%
2018 4.71% 4.99% 7.43% -19.67%
2017 6.91% 6.43% 5.74% 5.61%
2016 -0.45% 3.48% 6.30% 1.00%
2015 7.02% 0.55% -11.28% 6.15%

2014 -1.76% 4.62% -3.23% 10.18%
2013 9.71% 2.31% 11.50% 9.07%
2012 12.80% -4.13% 3.11% 4.59%
2011 8.98% 1.06% -17.74% 13.44%
2010 6.59% -5.45% 14.55% 14.04%
2009 7.02% -- -- --

Rank in Category (By Total Return)

YTD 63
1-Month 41
3-Month 63
1-Year 73
3-Year 42
5-Year 79

Load Adjusted Returns

1-Year 14.48%
3-Year -0.29%
5-Year 6.96%
10-Year 9.51%

Performance & Risk

YTD Return 0.84%
5y Average Return 4.95%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Janus Henderson
Net Assets 6.9B
YTD Return 6.28%
Yield 0.00%
Morningstar Rating
Inception Date Jul 06, 2009

Fund Summary

The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

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