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Janus Henderson Enterprise S (JGRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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126.97-1.46 (-1.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.61%
5-year average return9.70%
Number of years up11
Number of years down3
Best 1-yr total return (28 Apr 2024)34.72%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return34.72%
Worst 3-yr total return4.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGRTXCategory
YTD8.41%10.80%
1-month1.81%4.43%
3-month8.41%7.00%
1-year17.54%48.17%
3-year5.94%21.26%
5-year11.31%20.18%
10-year12.15%14.07%
Last bull market36.79%27.14%
Last bear market-14.22%-21.26%

Annual total return (%) history

Year
JGRTXCategory
2024
N/AN/A
2023
17.51%N/A
2022
-16.35%N/A
2021
16.92%N/A
2020
19.85%39.26%
2019
34.72%32.52%
2018
-1.30%-6.65%
2017
26.03%23.91%
2016
11.63%6.03%
2015
3.04%-0.95%
2014
11.65%7.00%
2013
30.31%34.93%
2012
17.33%14.07%
2011
-2.11%-3.96%
2010
25.46%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.41%N/AN/AN/A
20238.39%4.00%-4.50%9.16%
2022-7.02%-14.22%-4.14%9.40%
20214.79%4.60%0.81%5.81%
2020-24.12%23.10%7.02%19.90%
201917.73%7.09%0.98%5.82%
20184.84%2.03%6.96%-13.73%
20177.05%6.32%5.07%5.39%
20162.69%2.62%5.68%0.23%
20156.96%-1.06%-7.05%4.76%
20142.06%2.70%-1.02%7.62%
20139.37%2.48%7.64%8.02%
201214.20%-5.44%3.34%5.14%
20116.34%0.00%-16.41%10.13%
20105.99%-9.50%15.78%12.96%
20096.71%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month82
3-month59
1-year81
3-year13
5-year44

Load adjusted returns

1-year17.54%
3-year5.94%
5-year11.31%
10-year12.15%