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Nasdaq - Delayed Quote USD

Janus Henderson Forty Fund (JCAPX)

50.60
-0.05
(-0.10%)
At close: 8:01:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.98%
5y Average Return 13.93%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (Apr 15, 2025) 39.91%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 39.91%
Worst 3Y Total Return 4.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JCAPX
Category
YTD
-8.74%
12.38%
1-Month
-8.73%
5.09%
3-Month
-8.74%
10.28%
1-Year
3.77%
41.70%
3-Year
7.12%
22.56%
5-Year
16.33%
21.98%
10-Year
13.58%
15.99%
Last Bull Market
22.87%
25.99%
Last Bear Market
-25.52%
-17.29%

Annual Total Return (%) History

Year
JCAPX
Category
2025
--
--
2024
28.27%
--
2023
39.91%
--
2022
-33.54%
--
2021
22.98%
--
2020
39.21%
35.86%
2019
36.86%
31.90%
2018
1.50%
-2.09%

2017
29.60%
27.67%
2016
2.37%
3.23%
2015
12.20%
3.60%
2014
8.88%
10.00%
2013
32.21%
33.92%
2012
24.15%
15.34%
2011
-6.96%
-2.46%
2010
6.06%
15.53%
2009
44.21%
35.68%
2008
-43.70%
-40.67%
2007
36.20%
13.35%
2006
10.74%
7.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.74% -- -- --
2024 12.80% 5.75% 5.23% 2.18%
2023 14.10% 11.11% -2.97% 13.73%
2022 -11.46% -25.52% -4.86% 5.93%
2021 1.88% 12.74% 1.55% 5.45%
2020 -12.56% 26.69% 12.68% 11.53%
2019 16.19% 6.08% 2.68% 8.14%
2018 4.85% 5.68% 7.28% -14.62%
2017 10.73% 6.07% 5.62% 4.47%
2016 -3.26% 1.84% 5.29% -1.31%

2015 7.83% 0.24% -3.57% 7.65%
2014 -2.44% 2.40% 2.17% 6.67%
2013 5.33% 2.28% 10.75% 10.81%
2012 20.16% -4.11% 7.20% 0.52%
2011 1.35% 0.84% -15.47% 7.69%
2010 3.84% -14.46% 9.63% 8.91%
2009 -0.77% 21.01% 14.77% 4.64%
2008 -5.64% 5.93% -24.95% -24.95%
2007 2.83% 7.57% 14.87% 7.20%
2006 3.27% -3.20% -0.07% 10.85%

Rank in Category (By Total Return)

YTD 48
1-Month 67
3-Month 48
1-Year 62
3-Year 66
5-Year 62

Load Adjusted Returns

1-Year 3.77%
3-Year 7.12%
5-Year 16.33%
10-Year 13.58%

Performance & Risk

YTD Return -10.98%
5y Average Return 13.93%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Janus Henderson
Net Assets 19.74B
YTD Return -8.74%
Yield 0.14%
Morningstar Rating
Inception Date Nov 28, 2005

Fund Summary

The fund pursues its investment objective by normally investing primarily in a portfolio of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities. It is non-diversified.

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