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Janus Henderson Small Cap Value L (JSIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.49-0.10 (-0.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.86%
5-year average return5.04%
Number of years up29
Number of years down9
Best 1-yr total return (29 Apr 2024)36.91%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return36.91%
Worst 3-yr total return0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSIVXCategory
YTD6.19%26.79%
1-month4.14%-1.77%
3-month6.19%4.45%
1-year19.52%71.02%
3-year5.03%9.35%
5-year7.03%12.17%
10-year7.24%9.95%
Last bull market42.13%28.07%
Last bear market-12.80%-24.24%

Annual total return (%) history

Year
JSIVXCategory
2024
N/AN/A
2023
13.44%N/A
2022
-9.70%N/A
2021
22.87%N/A
2020
-6.63%4.02%
2019
26.30%21.43%
2018
-12.99%-15.46%
2017
12.88%8.54%
2016
26.60%25.99%
2015
-2.47%-6.71%
2014
7.53%3.34%
2013
29.93%36.22%
2012
9.25%16.00%
2011
-3.18%-4.45%
2010
18.18%26.17%
2009
36.91%31.32%
2008
-21.63%-32.24%
2007
3.21%-6.08%
2006
12.57%16.27%
2005
9.14%6.40%
2004
13.95%21.14%
2003
37.18%42.38%
2002
-15.33%-10.12%
2001
20.42%15.92%
2000
27.16%18.64%
1999
14.69%6.78%
1998
1.83%-6.93%
1997
36.93%27.89%
1996
25.60%22.50%
1995
26.09%22.49%
1994
6.70%-0.53%
1993
16.28%17.24%
1992
19.61%19.74%
1991
24.97%37.50%
1990
-21.92%-13.78%
1989
26.43%15.30%
1988
20.08%22.20%
1987
-13.90%-6.76%
1986
17.60%9.89%
1985
N/A28.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.19%N/AN/AN/A
20230.79%2.58%-3.19%13.34%
2022-5.04%-12.80%-1.78%11.03%
202115.35%1.47%-2.11%7.24%
2020-32.59%12.88%-2.33%25.62%
201912.22%3.85%1.27%7.02%
2018-3.05%3.58%0.63%-13.90%
20171.80%2.24%3.17%5.12%
20163.86%3.46%6.84%10.28%
20153.26%-0.35%-8.01%3.04%
20142.14%3.07%-4.65%7.12%
201311.27%1.22%5.32%9.54%
20128.21%-4.24%2.66%2.70%
20116.04%-1.78%-17.36%12.50%
20106.79%-6.32%7.12%10.27%
2009-10.99%23.27%18.07%5.68%
2008-4.98%-4.12%5.90%-18.78%
20072.68%4.50%-1.53%-2.32%
20066.37%-4.47%2.96%7.60%
2005-0.23%3.18%4.50%1.46%
20044.63%1.54%-0.67%7.98%
2003-4.69%16.97%7.16%14.83%
20027.03%-5.48%-22.47%7.94%
20011.73%13.89%-16.71%24.78%
20003.78%0.22%10.34%10.80%
1999-5.33%22.14%-6.00%5.51%
19988.63%-2.45%-16.56%15.17%
19973.03%12.13%17.28%1.06%
19963.64%4.24%5.97%9.71%
19959.73%4.22%8.57%1.56%
19942.29%3.63%7.28%-6.17%
19937.69%-5.76%11.04%3.18%
19926.50%-3.22%0.43%15.55%
199120.69%-1.97%2.29%3.26%
1990-3.53%-0.17%-17.80%-1.37%
19899.81%6.90%7.67%0.02%
198813.72%4.11%2.02%-0.58%
1987-3.67%3.02%1.85%-14.82%
198618.23%5.25%-6.15%0.69%
19857.37%3.67%13.70%N/A

Rank in category (by total return)

YTD26
1-month71
3-month26
1-year55
3-year61
5-year93

Load adjusted returns

1-year19.52%
3-year5.03%
5-year7.03%
10-year7.24%