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Janus Henderson Mid Cap Value A (JDPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.34-0.17 (-1.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.24%
5-year average return8.16%
Number of years up9
Number of years down5
Best 1-yr total return (3 Jun 2024)30.00%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return30.00%
Worst 3-yr total return3.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJDPAXCategory
YTD3.64%21.28%
1-month-5.68%-1.96%
3-month4.25%4.90%
1-year15.26%55.83%
3-year4.16%11.08%
5-year7.01%11.93%
10-year7.11%10.64%
Last bull market26.64%25.54%
Last bear market-11.37%-22.08%

Annual total return (%) history

Year
JDPAXCategory
2024
N/AN/A
2023
11.06%N/A
2022
-5.26%N/A
2021
19.16%N/A
2020
-1.74%2.63%
2019
30.00%25.18%
2018
-13.53%-12.86%
2017
13.67%13.22%
2016
18.50%18.06%
2015
-4.00%-5.41%
2014
8.80%9.31%
2013
25.67%35.14%
2012
10.08%16.60%
2011
-2.71%-3.96%
2010
14.65%21.92%
2009
N/A35.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.88%N/AN/AN/A
2023-0.07%3.76%-3.88%11.43%
2022-0.41%-11.37%-4.07%11.89%
20219.71%2.91%-1.66%7.33%
2020-29.38%14.97%2.48%18.10%
201913.92%4.64%3.00%5.88%
2018-2.45%1.62%2.54%-14.92%
20173.89%1.27%2.78%5.12%
20163.03%3.63%4.65%6.06%
20150.05%-1.54%-6.14%3.83%
20142.10%4.87%-2.52%4.25%
201311.07%1.18%4.34%7.17%
20129.91%-5.68%4.97%1.16%
20116.03%-1.09%-15.93%10.35%
20105.56%-8.90%8.40%9.99%
20093.96%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month73
3-month44
1-year45
3-year58
5-year75

Load adjusted returns

1-year8.63%
3-year2.13%
5-year5.75%
10-year6.48%