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Janus Henderson Growth And Income S (JADGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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75.27+0.17 (+0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.46%
5-year average return11.10%
Number of years up11
Number of years down3
Best 1-yr total return (1 Jul 2024)31.89%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return31.89%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJADGXCategory
YTD8.51%5.31%
1-month3.27%-4.19%
3-month1.47%3.90%
1-year14.49%20.31%
3-year6.99%6.48%
5-year11.16%11.78%
10-year10.85%10.96%
Last bull market19.96%25.56%
Last bear market-13.74%-15.11%

Annual total return (%) history

Year
JADGXCategory
2024
N/AN/A
2023
17.51%22.32%
2022
-14.51%-16.96%
2021
28.44%26.07%
2020
9.91%15.83%
2019
26.50%28.78%
2018
-2.31%-6.27%
2017
24.46%20.44%
2016
12.53%10.37%
2015
1.12%-1.07%
2014
10.83%10.96%
2013
31.89%31.50%
2012
16.42%14.96%
2011
-1.85%-1.27%
2010
8.37%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.94%1.47%N/AN/A
20234.57%6.50%-4.61%10.61%
2022-6.03%-13.74%-5.44%11.54%
20216.44%7.40%0.70%11.57%
2020-23.04%17.69%9.01%11.32%
201910.50%3.81%3.04%7.03%
2018-1.62%2.43%7.74%-10.02%
20175.21%3.72%4.70%8.93%
20161.48%2.26%2.11%6.20%
20151.13%-1.14%-6.57%8.26%
20141.61%4.83%0.16%3.89%
201310.94%3.75%4.93%9.21%
201214.73%-5.49%6.87%0.46%
20116.22%1.32%-19.82%13.74%
20103.79%-12.48%11.01%7.47%
20094.92%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month38
3-month69
1-year86
3-year71
5-year83

Load adjusted returns

1-year14.49%
3-year6.99%
5-year11.16%
10-year10.85%