Janus Henderson Adaptive Risk Managed U.s. Equity Fund - I Shares: (MF: JRSIX)
(NASDAQ Mutual Funds) As of Sep 12, 2025 08:00 PM ET
$13.04 USD
-0.01 (-0.08%)
Latest Performance as of Aug 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.85 | 64 |
3 months | 7.49 | 70 |
6 months | 6.23 | 65 |
1 Year | 12.48 | 50 |
3 Year | 15.51 | 51 |
5 Year | 10.62 | 69 |
10 Year | 11.00 | 57 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -49.32 |
Bull Market (2/09 - 3/21) | 794.29 |
Load Adjusted Returns as of Aug 31, 2025
1 Year | 14.02 |
5 Year | 12.07 |
10 Year | 10.43 |
Since Inception | 8.98 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -4.30 | 8.73 | NA | NA |
2024 | 8.45 | 4.08 | 6.95 | 2.45 |
2023 | 4.35 | 5.99 | -4.54 | 9.29 |
2022 | -3.64 | -13.88 | -6.53 | 10.72 |
2021 | 2.83 | 6.42 | 0.94 | 8.30 |
2020 | -20.73 | 22.91 | 7.74 | 7.55 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.85 | 23.69 | 15.40 | -14.13 | 19.64 | 12.90 | 23.46 | -3.58 | 20.55 | 8.07 | 3.42 |
% Total Return Rel to Index | -2.93 | -1.32 | -10.84 | 4.07 | -9.04 | -5.50 | -8.02 | 0.80 | -1.24 | -3.86 | 2.03 |
% Total Return Rel to Peer | -1.18 | 4.30 | -7.59 | 5.56 | -2.41 | -7.01 | -4.96 | 3.27 | -0.12 | 0.25 | 5.02 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 | 2.00 | 3.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.14 | 0.05 | 0.16 | 0.06 | 0.14 | 0.08 | 0.19 | 0.49 | 0.14 | 0.03 |
% Yield | 0.00 | 1.12 | 1.33 | 1.75 | 0.41 | 1.08 | 0.68 | 1.76 | 4.21 | 1.39 | 0.34 |
Capital Gains ($) | 0.00 | 0.32 | 0.32 | 0.06 | 3.13 | 1.37 | 0.29 | 0.62 | 0.16 | 0.00 | 1.36 |
Expense Ratio | 0.00 | 0.66 | 0.62 | 0.68 | 0.69 | 0.69 | 0.70 | 0.68 | 0.65 | 0.65 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%