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Janus Henderson Enterprise Fund (JDMAX)

131.66 +0.18 (+0.14%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies to be those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.79%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 3

Performance & Risk

YTD Return 6.07%
5y Average Return 10.19%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JDMAXCategory AverageJDMAXCategory AverageJDMAXCategory Average
Alpha -4.67 0.01 -3.43 0.01 -0.34 -0.02
BETA 0.97 0.01 1.03 0.01 1.01 0.01
Mean Annual Return 0.37 0.02 0.92 0.02 1.06 0.01
R-squared 87.02 0.82 88.32 0.79 86.82 0.8
Standard Deviation 18.35 0.23 20.21 0.19 16.58 0.17
Sharpe Ratio 0.08 0.01 0.44 0.01 0.68 0.01
Treynor Ratio -0.28 0.18 7 0.17 10.29 0.12

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