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Janus Henderson Global Allocation Gr T (JSPGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.78+0.10 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.80%
5-year average return5.90%
Number of years up13
Number of years down5
Best 1-yr total return (1 Jul 2024)35.79%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return35.79%
Worst 3-yr total return0.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSPGXCategory
YTD6.38%8.60%
1-month3.53%0.11%
3-month3.21%4.82%
1-year16.07%25.33%
3-year0.37%8.02%
5-year6.80%8.06%
10-year5.21%6.03%
Last bull market20.15%13.54%
Last bear market-13.65%-13.20%

Annual total return (%) history

Year
JSPGXCategory
2024
N/AN/A
2023
13.64%N/A
2022
-17.97%N/A
2021
10.30%N/A
2020
14.44%6.18%
2019
19.81%16.10%
2018
-8.30%-8.26%
2017
19.67%14.79%
2016
3.48%6.04%
2015
-2.13%-4.15%
2014
3.04%1.54%
2013
19.56%10.07%
2012
14.79%10.74%
2011
-6.49%-3.99%
2010
13.40%10.58%
2009
35.79%24.37%
2008
-34.91%-28.98%
2007
15.73%11.39%
2006
18.51%16.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.38%0.89%N/AN/A
20235.74%2.51%-4.40%9.66%
2022-6.58%-13.65%-7.13%9.50%
20213.28%5.71%-2.10%3.20%
2020-19.41%15.73%6.37%15.35%
20199.78%3.28%0.00%5.67%
20180.77%-0.48%2.02%-10.36%
20175.65%4.46%4.05%4.21%
20160.24%1.03%3.52%-1.30%
20152.96%-0.82%-7.58%3.71%
20141.31%4.14%-3.13%0.82%
20135.88%-0.60%6.79%6.38%
201210.90%-4.59%5.32%3.01%
20113.69%-0.71%-14.59%6.35%
20104.95%-8.38%10.77%6.47%
2009-4.04%18.37%14.33%4.56%
2008-6.83%-0.75%-14.11%-18.05%
20072.48%5.76%5.69%1.03%
20067.60%-2.23%4.09%8.23%

Rank in category (by total return)

YTD22
1-month31
3-month53
1-year29
3-year68
5-year33

Load adjusted returns

1-year16.07%
3-year0.37%
5-year6.80%
10-year5.21%