Australia markets close in 4 hours 26 minutes

Janus Henderson Global Allocation Mod I (JMOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.36+0.04 (+0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.12%
5-year average return4.45%
Number of years up10
Number of years down4
Best 1-yr total return (30 June 2024)16.35%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return16.35%
Worst 3-yr total return-0.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMOIXCategory
YTD4.18%8.60%
1-month2.86%0.11%
3-month2.35%4.82%
1-year12.30%25.33%
3-year-0.95%8.02%
5-year5.13%8.06%
10-year4.12%6.03%
Last bull market17.22%13.54%
Last bear market-12.48%-13.20%

Annual total return (%) history

Year
JMOIXCategory
2024
N/AN/A
2023
11.64%N/A
2022
-17.33%N/A
2021
7.27%N/A
2020
14.50%6.18%
2019
15.70%16.10%
2018
-6.59%-8.26%
2017
16.35%14.79%
2016
3.11%6.04%
2015
-2.22%-4.15%
2014
3.44%1.54%
2013
15.43%10.07%
2012
12.74%10.74%
2011
-2.47%-3.99%
2010
12.42%10.58%
2009
N/A24.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.61%N/AN/AN/A
20235.07%1.43%-4.05%9.18%
2022-6.41%-12.48%-6.62%8.08%
20211.92%4.75%-1.67%2.17%
2020-14.27%12.56%5.50%12.49%
20197.34%3.10%0.23%4.31%
20180.99%-1.13%1.22%-7.57%
20174.61%4.01%3.33%3.48%
20161.00%1.24%2.69%-1.79%
20152.46%-1.24%-5.90%2.68%
20141.39%3.91%-2.58%0.78%
20134.94%-1.03%5.54%5.31%
20128.44%-2.54%4.48%2.10%
20113.28%0.00%-10.39%5.38%
20104.31%-5.68%8.85%4.97%
20094.03%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month71
3-month75
1-year66
3-year85
5-year65

Load adjusted returns

1-year12.30%
3-year-0.95%
5-year5.13%
10-year4.12%