Janus Henderson Balanced A (JDBAX)

39.15 +0.02 (+0.05%) USD  |  Jan 27 2023

JDBAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Janus Henderson Balanced A
19.44%
8.23%
0.38%
4.33%
18.24%
0.37%
22.28%
14.13%
16.96%
-16.74%
4.40%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
Fidelity Advisor® Balanced A
20.20%
9.83%
0.03%
6.93%
16.09%
-4.46%
23.75%
22.11%
17.89%
-18.45%
6.07%
Columbia Balanced A
21.00%
9.96%
1.64%
6.16%
14.01%
-5.92%
22.73%
17.57%
14.63%
-16.85%
5.72%
American Funds American Balanced 529A
21.60%
8.76%
1.63%
8.49%
15.42%
-2.79%
19.11%
10.80%
15.71%
-12.14%
3.87%
Janus Henderson VIT Balanced Svc
19.80%
8.24%
0.41%
4.32%
18.13%
0.43%
22.27%
14.03%
16.91%
-16.62%
4.38%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Janus Henderson Balanced A
4.43%
6.50%
0.74%
-6.24%
4.68%
6.35%
8.26%
7.75%
8.18%
9.16%
S&P 500 Total Return
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
Fidelity Advisor® Balanced A
6.26%
7.49%
0.89%
-6.30%
7.20%
6.94%
8.88%
7.36%
7.63%
7.94%
Columbia Balanced A
6.01%
6.61%
0.54%
-7.21%
5.48%
5.54%
7.97%
7.55%
7.99%
7.89%
American Funds American Balanced 529A
3.76%
7.35%
2.26%
-3.78%
5.29%
5.39%
8.14%
7.29%
7.94%
10.23%
Janus Henderson VIT Balanced Svc
4.38%
6.44%
0.77%
-6.15%
4.68%
6.39%
8.28%
7.90%
8.32%
9.28%
As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2022