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ISIN
US47103E3045
Inception Date
Feb 29, 2000
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

JACNX Performance Chart

Janus Henderson Contrarian Fund (JACNX) is up 22.4% since the beginning of the year. JACNX is currently trading at $33 per share. Investors who bought $1,000 worth of JACNX shares 5 years ago would now be looking at an investment worth $1,543.


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S&P 500 Index

Returns By Period

Janus Henderson Contrarian Fund (JACNX) has returned 22.37% so far this year and 35.36% over the past 12 months. Over the last decade, JACNX has posted an annualized return of 14.21%, slightly higher than the S&P 500 Index benchmark’s 13.66%.


Janus Henderson Contrarian Fund

1D
2.08%
1M
9.51%
YTD
22.37%
6M
20.32%
1Y
35.36%
3Y*
19.90%
5Y*
9.06%
10Y*
14.21%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JACNX Monthly Returns History

Based on dividend-adjusted daily data since Feb 29, 2000, JACNX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2009 with a return of +19.3%, while the worst month was Oct 2008 at -21.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.

On a daily basis, JACNX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -14.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.79%2.39%-5.41%15.37%7.14%4.09%22.37%
20255.81%-3.75%-9.04%-1.25%4.66%8.60%2.19%1.26%3.42%0.23%-3.46%-0.29%7.34%
2024-0.04%4.44%3.99%-5.58%4.03%-0.14%5.90%1.37%4.28%-1.13%6.54%-5.68%18.44%
202310.09%-0.59%-0.12%-0.40%-2.44%8.64%5.50%-5.43%-5.93%-8.03%11.66%9.31%21.58%
2022-7.60%4.48%1.13%-9.60%-1.62%-11.26%8.55%-5.64%-9.63%6.24%9.09%-5.08%-21.54%
2021-2.57%8.49%0.67%7.01%2.65%1.21%0.41%3.01%-3.93%3.14%-4.73%4.57%20.79%

Benchmark Metrics

Janus Henderson Contrarian Fund has an annualized alpha of 1.71%, beta of 0.99, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since March 01, 2000.

  • This fund captured 115.33% of S&P 500 Index gains and 107.77% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 0.99 and R2 of 0.81, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.71%
Beta
0.99
0.81
Upside Capture
115.33%
Downside Capture
107.77%

Expense Ratio

JACNX has an expense ratio of 0.90%, placing it in the medium range.


Return for Risk

Risk / Return Rank

JACNX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


JACNX Risk / Return Rank: 3939
Overall Rank
JACNX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
JACNX Sortino Ratio Rank: 3737
Sortino Ratio Rank
JACNX Omega Ratio Rank: 3535
Omega Ratio Rank
JACNX Calmar Ratio Rank: 4646
Calmar Ratio Rank
JACNX Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and compare them to S&P 500 Index.


JACNXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.37

Sortino ratioReturn per unit of downside risk

-0.54

Omega ratioGain probability vs. loss probability

1.31

1.41

-0.09

Calmar ratioReturn relative to maximum drawdown

2.61

2.93

-0.32

Martin ratioReturn relative to average drawdown

8.20

13.52

-5.32

Dividends

Dividend History

Janus Henderson Contrarian Fund provided a 9.07% dividend yield over the last twelve months, with an annual payout of $2.98 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.98$2.98$3.19$1.85$0.12$2.84$0.45$2.50$1.48$1.47$0.68$0.50

Dividend yield

9.07%11.10%11.53%7.13%0.53%9.63%1.69%11.74%8.86%7.77%3.52%2.71%

Monthly Dividends

The table displays the monthly dividend distributions for Janus Henderson Contrarian Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.98$2.98
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.19$3.19
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.85$1.85
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.84$2.84

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Janus Henderson Contrarian Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Janus Henderson Contrarian Fund was 66.81%, occurring on Mar 9, 2009. Recovery took 1213 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-66.81%Mar 2009
1y 4mo4y 9mo
6y 2moNov 2007 - Dec 2013
Dot-com crash2000–2002
-46.02%Oct 2002
2y 27d2y 25d
4y 1moSep 2000 - Nov 2004
COVID crash2020
-40.25%Mar 2020
1mo 1d4mo 22d
5mo 23dFeb 2020 - Aug 2020
Bear market2022
-30.32%Sep 2022
10mo 18d1y 5mo
2y 4moNov 2021 - Mar 2024
2016 bear market2016
-28.97%Feb 2016
10mo 25d1y 11mo
2y 9moMar 2015 - Jan 2018

Drawdown Indicators


JACNXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-66.81%

-56.78%

-10.03%

Max Drawdown (1Y)

Largest decline over 1 year

-14.27%

-9.10%

-5.17%

Max Drawdown (3Y)

Largest decline over 3 years

-23.92%

-18.90%

-5.02%

Max Drawdown (5Y)

Largest decline over 5 years

-30.32%

-25.43%

-4.89%

Max Drawdown (10Y)

Largest decline over 10 years

-40.25%

-33.92%

-6.33%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-14.67%

-10.72%

-3.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.53%

1.97%

+2.56%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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