Nasdaq - Delayed Quote USD

Janus Henderson Enterprise R (JDMRX)

122.18 +0.17 (+0.14%)
At close: May 10 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.96%
5y Average Return 9.87%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (May 10, 2024) 34.38%
Worst 1Y Total Return (May 10, 2024) --
Best 3Y Total Return 34.38%
Worst 3Y Total Return 4.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JDMRX
Category
YTD
3.33%
10.80%
1-Month
-4.63%
4.43%
3-Month
2.94%
7.00%
1-Year
13.93%
48.17%
3-Year
2.55%
21.26%
5-Year
9.09%
20.18%
10-Year
11.64%
14.07%
Last Bull Market
27.89%
27.14%
Last Bear Market
-14.28%
-21.26%

Annual Total Return (%) History

Year
JDMRX
Category
2024
--
--
2023
17.23%
--
2022
-16.56%
--
2021
16.63%
--
2020
19.55%
39.26%
2019
34.38%
32.52%
2018
-1.55%
-6.65%
2017
25.72%
23.91%

2016
11.35%
6.03%
2015
2.79%
-0.95%
2014
11.35%
7.00%
2013
29.97%
34.93%
2012
17.04%
14.07%
2011
-2.35%
-3.96%
2010
25.15%
24.61%
2009
--
39.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.35% -- -- --
2023 8.32% 3.94% -4.56% 9.10%
2022 -7.07% -14.28% -4.19% 9.34%
2021 4.74% 4.53% 0.75% 5.74%
2020 -24.17% 23.02% 6.96% 19.82%
2019 17.67% 7.01% 0.92% 5.74%
2018 4.76% 1.97% 6.89% -13.79%
2017 6.99% 6.25% 5.00% 5.32%
2016 2.62% 2.57% 5.61% 0.17%
2015 6.89% -1.12% -7.11% 4.69%

2014 1.98% 2.63% -1.08% 7.54%
2013 9.28% 2.42% 7.56% 7.96%
2012 14.12% -5.50% 3.27% 5.09%
2011 6.28% -0.06% -16.46% 10.06%
2010 5.94% -9.55% 15.71% 12.88%
2009 6.65% -- -- --

Rank in Category (By Total Return)

YTD 42
1-Month 9
3-Month 52
1-Year 71
3-Year 13
5-Year 41

Load Adjusted Returns

1-Year 13.93%
3-Year 2.55%
5-Year 9.09%
10-Year 11.64%

Performance & Risk

YTD Return 5.96%
5y Average Return 9.87%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Janus Henderson
Net Assets 20.05B
YTD Return 3.33%
Yield 0.00%
Morningstar Rating
Inception Date Jul 06, 2009

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.

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