Janus Henderson Global Technology And Innovation Fund A Shares: (MF: JATAX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$67.87 USD
-0.26 (-0.38%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.37 | 12 |
3 months | 26.29 | 20 |
6 months | 13.37 | 12 |
1 Year | 17.51 | 42 |
3 Year | 32.17 | 12 |
5 Year | 16.82 | 37 |
10 Year | 20.02 | 18 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 11.12 |
5 Year | 15.52 |
10 Year | 19.35 |
Since Inception | 17.99 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -10.23 | 26.29 | NA | NA |
2024 | 16.68 | 9.20 | 0.48 | 3.14 |
2023 | 22.31 | 13.47 | -3.92 | 16.22 |
2022 | -14.88 | -26.49 | -3.98 | 3.61 |
2021 | 1.89 | 11.93 | -0.92 | 4.02 |
2020 | -11.17 | 32.48 | 12.96 | 13.42 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.37 | 32.07 | 54.99 | -37.75 | 17.54 | 50.78 | 44.87 | 0.67 | 44.49 | 13.52 | 4.35 |
% Total Return Rel to Index | 7.17 | 7.05 | 28.74 | -19.55 | -11.13 | 32.38 | 13.38 | 5.06 | 22.69 | 1.58 | 2.96 |
% Total Return Rel to Peer | 4.11 | 2.03 | 7.54 | -0.66 | -0.48 | 1.39 | 6.66 | 4.53 | 10.04 | 2.84 | 0.40 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.17 |
Capital Gains ($) | 0.00 | 7.28 | 0.40 | 0.00 | 8.65 | 4.79 | 3.33 | 1.89 | 2.30 | 1.11 | 1.64 |
Expense Ratio | 1.03 | 0.98 | 1.00 | 0.99 | 0.98 | 0.99 | 1.01 | 1.00 | 1.03 | 1.08 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%