Nasdaq - Delayed Quote USD

Janus Henderson Global Real Estate T (JERTX)

11.65
+0.05
+(0.43%)
At close: May 23 at 8:01:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.07%
5y Average Return 4.14%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (May 23, 2025) 32.19%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 32.19%
Worst 3Y Total Return -7.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JERTX
Category
YTD
1.98%
14.32%
1-Month
1.48%
0.73%
3-Month
0.32%
8.73%
1-Year
10.21%
32.33%
3-Year
-3.49%
7.75%
5-Year
3.67%
6.57%
10-Year
3.90%
6.49%
Last Bull Market
15.79%
23.44%
Last Bear Market
-15.84%
-20.52%

Annual Total Return (%) History

Year
JERTX
Category
2025
--
--
2024
-0.11%
--
2023
7.45%
--
2022
-25.28%
--
2021
22.24%
--
2020
1.22%
-5.43%
2019
30.74%
23.45%
2018
-3.40%
-7.11%

2017
17.56%
15.12%
2016
3.37%
1.97%
2015
-2.06%
-0.92%
2014
14.09%
11.67%
2013
6.36%
2.92%
2012
32.19%
31.78%
2011
-13.48%
-10.10%
2010
20.89%
17.22%
2009
--
37.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.49% -- -- --
2024 -1.16% -2.61% 15.76% -10.37%
2023 1.03% -0.21% -5.82% 13.17%
2022 -5.26% -15.84% -12.07% 6.58%
2021 3.87% 9.77% -0.90% 8.19%
2020 -21.15% 12.43% 5.33% 8.41%
2019 15.87% 3.11% 4.77% 4.46%
2018 -0.38% 3.41% 0.08% -6.31%
2017 4.05% 4.34% 3.46% 4.66%
2016 1.69% 2.91% 2.45% -3.59%

2015 3.26% -2.71% -6.37% 4.13%
2014 4.70% 7.32% -3.34% 5.06%
2013 5.65% -4.15% 1.82% 3.15%
2012 16.12% 0.00% 7.53% 5.86%
2011 2.44% -0.52% -20.44% 6.71%
2010 5.78% -5.94% 15.15% 5.51%
2009 8.11% -- -- --

Rank in Category (By Total Return)

YTD 71
1-Month 29
3-Month 74
1-Year 67
3-Year 85
5-Year 82

Load Adjusted Returns

1-Year 10.21%
3-Year -3.49%
5-Year 3.67%
10-Year 3.90%

Performance & Risk

YTD Return 2.07%
5y Average Return 4.14%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Janus Henderson
Net Assets 281.96M
YTD Return 1.98%
Yield 2.42%
Morningstar Rating
Inception Date Nov 28, 2007

Fund Summary

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of real estate-related companies. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, REITs and similar REIT-like entities, such as foreign entities that have REIT characteristics and real estate operating companies.

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