Janus Henderson Small Cap Value Fund - D Shares: (MF: JNPSX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$20.55 USD
-0.16 (-0.77%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -11.14 | 52 |
3 months | -14.00 | 50 |
6 months | -11.57 | 80 |
1 Year | -8.28 | 94 |
3 Year | 3.11 | 52 |
5 Year | 8.18 | 77 |
10 Year | 5.12 | 82 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 113.75 |
Bear Market (10/07 - 2/09) | -38.80 |
Bull Market (2/09 - 3/21) | 453.72 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | -5.67 |
5 Year | 11.66 |
10 Year | 5.60 |
Since Inception | 10.68 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -5.77 | NA | NA | NA |
2024 | 6.18 | -2.93 | 6.53 | -3.19 |
2023 | 0.77 | 2.54 | -3.27 | 13.30 |
2022 | -5.06 | -12.85 | -1.80 | 10.99 |
2021 | 15.26 | 1.47 | -2.18 | 7.22 |
2020 | -32.57 | 12.80 | -2.40 | 25.64 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -11.14 | 6.29 | 13.25 | -9.83 | 22.67 | -6.73 | 26.09 | -13.09 | 12.73 | 26.41 | -2.54 |
% Total Return Rel to Index | -6.22 | -18.72 | -12.99 | 8.37 | -6.00 | -25.13 | -5.40 | -8.70 | -9.05 | 14.47 | -3.93 |
% Total Return Rel to Peer | -0.45 | -5.62 | -2.82 | 9.68 | 3.36 | -25.73 | 0.65 | -2.32 | -2.86 | 10.46 | 2.18 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 3.00 | 5.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 |
% Dividends | 0.00 | 0.32 | 0.21 | 0.14 | 0.20 | 0.22 | 0.21 | 0.04 | 0.08 | 0.11 | 0.17 |
% Yield | 0.00 | 1.24 | 1.20 | 0.59 | 0.76 | 0.98 | 0.90 | 0.22 | 0.31 | 0.46 | 0.78 |
Capital Gains ($) | 0.00 | 2.24 | 1.04 | 0.94 | 0.26 | 0.00 | 0.00 | 1.47 | 1.96 | 0.73 | 2.66 |
Expense Ratio | 0.00 | 1.16 | 0.72 | 0.75 | 0.84 | 1.01 | 0.83 | 0.96 | 1.04 | 1.05 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%