JDBRX Performance & Returns | Janus Henderson Balanced R

Janus Henderson Balanced R (JDBRX)

39.64

-0.18 (-0.45%) USD | Aug 09 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

View Category Returns. Upgrade now.

Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

Janus Henderson Balanced R

12.40%

19.02%

7.81%

0.00%

3.89%

17.80%

0.03%

21.74%

13.65%

16.46%

-12.73%

S&P 500 Total Return

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-12.72%

Fidelity® Balanced K

13.04%

20.64%

10.52%

0.50%

7.12%

16.60%

-3.94%

24.48%

22.48%

18.41%

-12.55%

Fidelity® Balanced K6

22.75%

18.51%

-12.49%

American Century Balanced R5

11.59%

17.35%

9.75%

-2.65%

6.90%

14.28%

-3.72%

19.79%

12.88%

16.26%

-13.18%

Columbia Balanced R

13.35%

20.70%

9.72%

1.39%

5.89%

13.72%

-6.16%

22.42%

17.29%

14.34%

-11.27%

As of August 09, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

Janus Henderson Balanced R

4.01%

3.34%

-9.65%

-8.58%

7.38%

8.56%

8.57%

7.44%

7.68%

8.99%

S&P 500 Total Return

5.82%

3.73%

-9.43%

-5.61%

14.07%

12.74%

13.58%

9.40%

10.01%

10.07%

Fidelity® Balanced K

4.55%

2.98%

-9.58%

-8.21%

11.35%

9.87%

10.04%

7.64%

9.10%

9.39%

Fidelity® Balanced K6

4.60%

3.00%

-9.58%

-8.04%

11.42%

11.44%

American Century Balanced R5

4.32%

2.92%

-9.42%

-9.58%

6.29%

6.82%

7.47%

6.46%

7.05%

7.76%

Columbia Balanced R

3.88%

2.47%

-9.52%

-8.89%

8.40%

7.37%

8.60%

7.44%

7.66%

7.80%

As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of July 31, 2022