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Janus Henderson Glb Tech and Innovt T (JAGTX)

58.74 +1.22 (+2.12%)
At close: 8:01 PM EDT

Fund Summary

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio management believes will benefit significantly from advances or improvements in technology. It implements this policy by investing primarily in equity securities of U.S. and foreign companies selected for their growth potential. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 57.29%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 6

Performance & Risk

YTD Return 13.57%
5y Average Return 17.05%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JAGTXCategory AverageJAGTXCategory AverageJAGTXCategory Average
Alpha 2.24 0.1 6.92 0.11 8.42 0.08
BETA 1.3 0.01 1.14 0.01 1.16 0.01
Mean Annual Return 0.99 0.02 1.68 0.02 1.59 0.02
R-squared 74.68 0.75 76.2 0.69 76.85 0.69
Standard Deviation 25.04 0.24 23.12 0.2 19.5 0.19
Sharpe Ratio 0.36 0.01 0.78 0.01 0.91 0.01
Treynor Ratio 4.79 0.23 14.9 0.25 14.82 0.17

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