Nasdaq - Delayed Quote USD

Janus Henderson Balanced C (JABCX)

45.15
0.00
(0.00%)
At close: 8:01:46 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.44%
5y Average Return 7.03%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Jan 15, 2025) 21.45%
Worst 1Y Total Return (Jan 15, 2025) --
Best 3Y Total Return 21.45%
Worst 3Y Total Return 2.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JABCX
Category
YTD
14.31%
9.69%
1-Month
-2.11%
0.91%
3-Month
-0.16%
5.21%
1-Year
14.31%
27.06%
3-Year
2.61%
11.00%
5-Year
7.29%
10.26%
10-Year
7.64%
8.34%
Last Bull Market
13.49%
15.58%
Last Bear Market
-11.88%
-12.16%

Annual Total Return (%) History

Year
JABCX
Category
2024
14.31%
--
2023
14.33%
--
2022
-17.34%
--
2021
16.14%
--
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
--
24.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.82% 2.87% 4.20% -0.16%
2023 4.99% 3.38% -3.54% 9.20%
2022 -6.52% -11.88% -4.68% 5.27%
2021 1.40% 6.59% 0.11% 7.33%
2020 -11.73% 12.65% 6.62% 6.89%
2019 8.38% 3.69% 2.79% 5.14%
2018 0.39% 2.33% 4.79% -7.39%
2017 4.65% 3.09% 3.63% 5.03%
2016 -1.14% 0.24% 1.95% 2.57%
2015 1.18% -0.96% -4.37% 4.01%

2014 0.99% 3.45% -0.20% 3.05%
2013 6.25% 1.20% 3.76% 6.25%
2012 9.19% -3.06% 5.11% 0.65%
2011 3.87% 1.25% -11.29% 7.72%
2010 3.27% -6.93% 7.66% 3.33%
2009 3.47% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 23
3-Month 28
1-Year 20
3-Year 52
5-Year 34

Load Adjusted Returns

1-Year 13.31%
3-Year 2.61%
5-Year 7.29%
10-Year 7.64%

Performance & Risk

YTD Return 0.44%
5y Average Return 7.03%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Janus Henderson
Net Assets 26.21B
YTD Return 14.31%
Yield 1.12%
Morningstar Rating
Inception Date Jul 06, 2009

Fund Summary

The fund pursues its investment objective by normally investing 35-70% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. The fund may also invest in money market instruments. It may invest in fixed and floating rate obligations with varying durations. The fund will limit its investments in high-yield/high-risk bonds to 35% of the fixed-income portion of its net assets.

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