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Janus Henderson Forty Fund - S Shares: (MF: JARTX)

(NASDAQ Mutual Funds) As of Oct 27, 2026 05:55 PM ET

$52.11 USD

+0.62 (1.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.45 67
3 months 2.12 30
6 months 21.41 10
1 Year 6.63 71
3 Year 22.11 25
5 Year 9.26 54
10 Year 15.96 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 145.47
Bear Market (10/07 - 2/09) -50.08
Bull Market (2/09 - 3/21) 1,280.38

Load Adjusted Returns as of Sep 30, 2026

1 Year 6.63
5 Year 9.25
10 Year 15.96
Since Inception 11.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -12.32 18.88 2.12 NA
2025 -8.82 18.47 8.94 0.17
2024 12.68 5.62 5.13 2.06
2023 13.97 11.00 -3.06 13.61
2022 -11.56 -25.57 -4.97 5.83
2021 1.78 12.61 1.42 5.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.4417.8727.7239.33-33.8122.4638.5736.291.0529.091.92
% Total Return Rel to Index -6.29-0.342.7013.09-15.60-6.2120.174.805.447.29-10.01
% Total Return Rel to Peer -2.865.168.3316.33-14.110.4018.667.877.918.41-5.89
% Perf Quintile vs Peer* 4.001.001.001.005.004.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.006.975.663.880.025.203.842.532.534.411.78
Expense Ratio 1.031.041.000.971.051.191.161.101.081.121.21

* 1 = Top 20%, 5 = Bottom 20%