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Janus Henderson Balanced C (JABCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.18+0.26 (+0.57%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.40%
5-year average return8.17%
Number of years up11
Number of years down3
Best 1-yr total return (4 Jul 2024)21.45%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return21.45%
Worst 3-yr total return2.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJABCXCategory
YTD9.88%9.69%
1-month3.12%0.91%
3-month2.87%5.21%
1-year15.74%27.06%
3-year3.72%11.00%
5-year8.11%10.26%
10-year7.52%8.34%
Last bull market18.69%15.58%
Last bear market-11.88%-12.16%

Annual total return (%) history

Year
JABCXCategory
2024
N/AN/A
2023
14.33%N/A
2022
-17.34%N/A
2021
16.14%N/A
2020
13.32%11.72%
2019
21.45%19.23%
2018
-0.31%-5.76%
2017
17.42%13.21%
2016
3.63%7.34%
2015
-0.33%-1.93%
2014
7.45%6.21%
2013
18.55%16.48%
2012
11.98%11.72%
2011
0.49%-0.11%
2010
6.91%11.83%
2009
N/A24.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.82%2.87%N/AN/A
20234.99%3.38%-3.54%9.20%
2022-6.52%-11.88%-4.68%5.27%
20211.40%6.59%0.11%7.33%
2020-11.73%12.65%6.62%6.89%
20198.38%3.69%2.79%5.14%
20180.39%2.33%4.79%-7.39%
20174.65%3.09%3.63%5.03%
2016-1.14%0.24%1.95%2.57%
20151.18%-0.96%-4.37%4.01%
20140.99%3.45%-0.20%3.05%
20136.25%1.20%3.76%6.25%
20129.19%-3.06%5.11%0.65%
20113.87%1.25%-11.29%7.72%
20103.27%-6.93%7.66%3.33%
20093.47%N/AN/AN/A

Rank in category (by total return)

YTD13
1-month6
3-month10
1-year17
3-year29
5-year27

Load adjusted returns

1-year14.74%
3-year3.72%
5-year8.11%
10-year7.52%