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Janus Henderson Forty S (JARTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.65+0.05 (+0.11%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.54%
5-year average return14.87%
Number of years up20
Number of years down6
Best 1-yr total return (9 May 2024)43.53%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return43.53%
Worst 3-yr total return3.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJARTXCategory
YTD6.60%12.38%
1-month-5.40%5.09%
3-month2.89%10.28%
1-year30.16%41.70%
3-year3.08%22.56%
5-year13.38%21.98%
10-year14.49%15.99%
Last bull market30.66%25.99%
Last bear market-25.58%-17.29%

Annual total return (%) history

Year
JARTXCategory
2024
N/AN/A
2023
39.34%N/A
2022
-33.81%N/A
2021
22.48%N/A
2020
38.60%35.86%
2019
36.30%31.90%
2018
1.04%-2.09%
2017
29.10%27.67%
2016
1.92%3.23%
2015
11.75%3.60%
2014
8.57%10.00%
2013
31.73%33.92%
2012
23.65%15.34%
2011
-7.32%-2.46%
2010
5.62%15.53%
2009
43.53%35.68%
2008
-44.02%-40.67%
2007
35.57%13.35%
2006
10.18%7.05%
2005
14.60%6.71%
2004
17.64%7.81%
2003
18.92%28.66%
2002
-15.85%-27.64%
2001
-21.83%-22.30%
2000
-16.34%-13.05%
1999
66.16%38.87%
1998
57.37%34.55%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.69%N/AN/AN/A
202313.97%11.00%-3.06%13.62%
2022-11.57%-25.58%-4.97%5.83%
20211.79%12.62%1.43%5.35%
2020-12.65%26.53%12.58%11.39%
201916.09%5.95%2.59%8.02%
20184.70%5.59%7.14%-14.69%
201710.66%5.92%5.52%4.38%
2016-3.35%1.72%5.17%-1.42%
20157.69%0.16%-3.63%7.51%
2014-2.50%2.31%2.06%6.65%
20135.27%2.18%10.63%10.70%
201220.02%-4.20%7.09%0.41%
20111.23%0.74%-15.55%7.61%
20103.74%-14.53%9.48%8.79%
2009-0.87%20.90%14.63%4.47%
2008-5.76%5.78%-25.02%-25.11%
20072.71%7.41%14.75%7.08%
20063.13%-3.31%-0.17%10.68%
2005-2.03%7.45%7.01%1.74%
20045.40%0.76%-1.37%12.32%
2003-1.23%8.98%1.24%9.11%
2002-1.60%-4.86%-10.68%0.63%
2001-17.38%4.03%-15.11%7.14%
200012.21%-14.60%3.48%-15.63%
199923.92%1.18%-6.39%41.57%
199817.35%11.48%-10.18%33.92%
199710.14%-2.40%N/AN/A

Rank in category (by total return)

YTD54
1-month79
3-month71
1-year52
3-year72
5-year46

Load adjusted returns

1-year30.16%
3-year3.08%
5-year13.38%
10-year14.49%