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ISIN
US47103E6766
Inception Date
Apr 30, 1985
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

JANVX Performance Chart

Janus Henderson Venture Fund (JANVX) is up 14.3% since the beginning of the year. JANVX is currently trading at $99 per share. Investors who bought $1,000 worth of JANVX shares 5 years ago would now be looking at an investment worth $1,390.


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S&P 500 Index

Returns By Period

Janus Henderson Venture Fund (JANVX) has returned 14.34% so far this year and 29.13% over the past 12 months. Over the last ten years, JANVX has returned 11.87% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Janus Henderson Venture Fund

1D
1.87%
1M
3.98%
YTD
14.34%
6M
11.71%
1Y
29.13%
3Y*
16.96%
5Y*
6.81%
10Y*
11.87%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JANVX Monthly Returns History

Based on dividend-adjusted daily data since Apr 30, 1985, JANVX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 1999 with a return of +20.7%, while the worst month was Oct 2008 at -24.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JANVX closed higher 55% of trading days. The best single day was Apr 18, 2000 with a return of +10.2%, while the worst single day was Dec 15, 2000 at -25.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.93%-0.11%-4.51%10.77%2.66%3.42%14.34%
20254.42%-4.77%-8.09%0.48%3.53%4.22%2.63%3.14%0.54%1.59%1.92%-0.20%8.98%
2024-1.19%5.52%2.66%-5.50%5.15%0.55%6.25%0.17%-0.02%-1.92%9.37%0.08%22.16%
202310.41%-1.29%-1.03%-1.88%-1.93%7.67%3.29%-4.38%-6.23%-8.82%11.33%10.56%16.16%
2022-11.31%0.96%-3.11%-9.09%-1.54%-6.60%10.22%-2.91%-8.16%8.77%3.23%-5.23%-24.15%
20210.59%3.32%-2.13%3.44%-2.34%3.43%1.12%1.86%-2.05%4.24%-5.44%1.66%7.45%

Benchmark Metrics

Janus Henderson Venture Fund has an annualized alpha of -0.70%, beta of 0.90, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since April 30, 1985.

  • This fund participated in 114.04% of S&P 500 Index downside but only 101.68% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.90 and R2 of 0.55, 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
-0.70%
Beta
0.90
0.55
Upside Capture
101.68%
Downside Capture
114.04%

Expense Ratio

JANVX has an expense ratio of 0.78%, placing it in the medium range.


Return for Risk

Risk / Return Rank

JANVX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


JANVX Risk / Return Rank: 4141
Overall Rank
JANVX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
JANVX Sortino Ratio Rank: 4040
Sortino Ratio Rank
JANVX Omega Ratio Rank: 3434
Omega Ratio Rank
JANVX Calmar Ratio Rank: 4646
Calmar Ratio Rank
JANVX Martin Ratio Rank: 4545
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 Venture Fund (JANVX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JANVXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.33

Sortino ratioReturn per unit of downside risk

-0.30

Omega ratioGain probability vs. loss probability

1.29

1.37

-0.08

Calmar ratioReturn relative to maximum drawdown

2.47

2.78

-0.31

Martin ratioReturn relative to average drawdown

9.02

12.44

-3.42

Dividends

Dividend History

Janus Henderson Venture Fund provided a 4.79% dividend yield over the last twelve months, with an annual payout of $4.73 per share.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$2.00$4.00$6.00$8.00$10.00$12.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.73$4.73$11.78$4.08$3.14$12.33$5.62$3.18$6.73$4.11$1.15$2.84

Dividend yield

4.79%5.48%14.11%5.22%4.42%12.59%5.46%3.86%10.26%5.32%1.76%4.58%

Monthly Dividends

The table displays the monthly dividend distributions for Janus Henderson Venture 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$4.73$4.73
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$11.78$11.78
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.08$4.08
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.14$3.14
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$12.33$12.33

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 Venture 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 Venture Fund was 86.48%, occurring on Nov 20, 2008. Recovery took 2457 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-86.48%Nov 2008
8y 8mo9y 9mo
18y 5moMar 2000 - Aug 2018
1998 bear market1998
-38.05%Oct 1998
3y 25d6mo
3y 6moSep 1995 - Apr 1999
COVID crash2020
-36.81%Mar 2020
2mo 1d4mo 20d
6mo 21dJan 2020 - Aug 2020
Bear market2022
-35.17%Jun 2022
7mo 1d2y 4mo
2y 12moNov 2021 - Nov 2024
1988 bear market1988
-30.94%Jan 1988
4mo 19d1y 6mo
1y 10moAug 1987 - Jul 1989

Drawdown Indicators


JANVXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-86.48%

-56.78%

-29.70%

Max Drawdown (1Y)

Largest decline over 1 year

-11.87%

-9.10%

-2.77%

Max Drawdown (3Y)

Largest decline over 3 years

-23.88%

-18.90%

-4.98%

Max Drawdown (5Y)

Largest decline over 5 years

-35.17%

-25.43%

-9.74%

Max Drawdown (10Y)

Largest decline over 10 years

-36.81%

-33.92%

-2.89%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-30.88%

-10.71%

-20.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

2.03%

+1.22%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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