Nasdaq - Delayed Quote USD

Janus Henderson Balanced R (JDBRX)

45.37 +0.42 (+0.93%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.60%
5y Average Return 8.68%
Number of Years Up 13
Number of Years Down 1
Best 1Y Total Return (Jun 5, 2024) 21.74%
Worst 1Y Total Return (Jun 5, 2024) --
Best 3Y Total Return 21.74%
Worst 3Y Total Return 3.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JDBRX
Category
YTD
6.68%
9.69%
1-Month
3.58%
0.91%
3-Month
1.87%
5.21%
1-Year
15.72%
27.06%
3-Year
3.75%
11.00%
5-Year
8.65%
10.26%
10-Year
7.58%
8.34%
Last Bull Market
18.85%
15.58%
Last Bear Market
-11.80%
-12.16%

Annual Total Return (%) History

Year
JDBRX
Category
2024
--
--
2023
14.69%
--
2022
-17.10%
--
2021
16.46%
--
2020
13.65%
11.72%
2019
21.74%
19.23%
2018
0.03%
-5.76%
2017
17.80%
13.21%

2016
3.89%
7.34%
2015
0.00%
-1.93%
2014
7.81%
6.21%
2013
19.02%
16.48%
2012
12.40%
11.72%
2011
0.80%
-0.11%
2010
7.24%
11.83%
2009
--
24.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.90% -- -- --
2023 5.09% 3.44% -3.47% 9.30%
2022 -6.45% -11.80% -4.63% 5.34%
2021 1.51% 6.63% 0.20% 7.38%
2020 -11.65% 12.72% 6.71% 6.94%
2019 8.44% 3.74% 2.87% 5.20%
2018 0.45% 2.40% 4.89% -7.28%
2017 4.74% 3.19% 3.72% 5.09%
2016 -1.08% 0.31% 2.03% 2.61%
2015 1.28% -0.86% -4.34% 4.11%

2014 1.06% 3.55% -0.11% 3.13%
2013 6.37% 1.31% 3.82% 6.37%
2012 9.26% -2.94% 5.24% 0.70%
2011 3.90% 1.35% -11.20% 7.80%
2010 3.33% -6.87% 7.74% 3.44%
2009 3.53% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 23
3-Month 74
1-Year 38
3-Year 26
5-Year 27

Load Adjusted Returns

1-Year 15.72%
3-Year 3.75%
5-Year 8.65%
10-Year 7.58%

Performance & Risk

YTD Return 8.60%
5y Average Return 8.68%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Janus Henderson
Net Assets 24.26B
YTD Return 6.68%
Yield 1.36%
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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