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Janus Henderson Small-Mid Cap Value I (JVSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.38+0.21 (+1.30%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.15%
5-year average return7.59%
Number of years up9
Number of years down3
Best 1-yr total return (7 May 2024)26.89%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return26.89%
Worst 3-yr total return0.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVSIXCategory
YTD5.93%21.28%
1-month-4.78%-1.96%
3-month6.22%4.90%
1-year21.42%55.83%
3-year3.55%11.08%
5-year6.43%11.93%
10-year7.83%10.64%
Last bull market32.64%25.54%
Last bear market-12.28%-22.08%

Annual total return (%) history

Year
JVSIXCategory
2024
N/AN/A
2023
15.25%N/A
2022
-8.86%N/A
2021
16.31%N/A
2020
-3.09%2.63%
2019
26.89%25.18%
2018
-7.12%-12.86%
2017
14.05%13.22%
2016
19.52%18.06%
2015
0.17%-5.41%
2014
7.42%9.31%
2013
23.08%35.14%
2012
12.48%16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.24%N/AN/AN/A
20231.71%4.66%-4.89%13.83%
2022-4.16%-12.28%-3.35%12.17%
202112.41%0.64%-3.80%6.87%
2020-30.83%14.38%-0.68%23.34%
201912.35%4.13%2.25%6.08%
2018-2.49%3.50%4.57%-12.00%
20173.61%2.07%2.90%4.80%
20162.09%4.35%4.33%7.54%
20151.95%0.16%-6.30%4.69%
20143.04%2.79%-2.95%4.51%
20138.44%2.08%4.41%6.49%
201211.14%-4.75%5.36%0.85%

Rank in category (by total return)

YTD7
1-month36
3-month9
1-year12
3-year65
5-year83

Load adjusted returns

1-year21.42%
3-year3.55%
5-year6.43%
10-year7.83%