Janus Henderson Forty Fund (JARTX)
The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.
Fund Info
US47103A6331
May 1, 1997
$2,500
Large-Cap
Growth
Expense Ratio
JARTX has a high expense ratio of 1.20%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Janus Henderson Forty Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Janus Henderson Forty Fund had a return of 4.09% year-to-date (YTD) and 11.29% in the last 12 months. Over the past 10 years, Janus Henderson Forty Fund had an annualized return of 4.93%, while the S&P 500 had an annualized return of 11.26%, indicating that Janus Henderson Forty Fund did not perform as well as the benchmark.
JARTX
4.09%
1.03%
-0.45%
11.29%
5.93%
4.93%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of JARTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.70% | 4.09% | |||||||||||
| 2024 | 3.60% | 6.48% | 2.14% | -5.40% | 6.10% | 5.24% | -0.41% | 2.86% | 2.63% | -0.45% | 4.89% | -11.91% | 15.10% |
| 2023 | 8.55% | -1.13% | 6.19% | 0.13% | 4.44% | 6.15% | 4.10% | -1.67% | -5.29% | -2.02% | 10.66% | -4.30% | 27.26% |
| 2022 | -9.54% | -4.01% | 1.84% | -13.86% | -4.22% | -9.80% | 11.44% | -5.16% | -10.08% | 5.29% | 6.82% | -5.97% | -33.85% |
| 2021 | -1.64% | 2.73% | 0.73% | 8.01% | -0.69% | 4.99% | 4.28% | 2.72% | -5.31% | 5.19% | -0.37% | -9.20% | 10.64% |
| 2020 | 2.92% | -6.47% | -9.26% | 13.74% | 6.25% | 4.70% | 6.65% | 10.35% | -4.35% | -2.48% | 9.62% | -3.94% | 27.77% |
| 2019 | 9.14% | 4.25% | 2.02% | 4.61% | -4.90% | 6.51% | 2.65% | 0.36% | -0.42% | 1.24% | 4.24% | -4.47% | 27.21% |
| 2018 | 8.52% | -1.94% | -1.61% | 0.03% | 4.11% | 1.39% | 2.68% | 3.91% | 0.42% | -9.61% | 1.54% | -14.64% | -7.20% |
| 2017 | 5.46% | 3.29% | 1.59% | -1.53% | 2.20% | 0.23% | 2.81% | 1.61% | 1.01% | 2.69% | 1.86% | -8.95% | 12.17% |
| 2016 | -8.12% | -1.19% | 6.45% | 1.02% | 3.29% | -2.52% | 5.53% | -0.78% | 0.45% | -2.56% | 0.56% | -5.54% | -4.31% |
| 2015 | -0.24% | 8.97% | -0.94% | 0.22% | 1.77% | -1.80% | 4.51% | -5.37% | -2.55% | 8.28% | 0.94% | -15.13% | -3.57% |
| 2014 | -3.75% | 5.90% | -4.34% | -2.71% | 3.65% | 1.46% | -1.34% | 4.62% | -1.13% | 2.69% | 4.06% | -33.29% | -27.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JARTX is 27, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Janus Henderson Forty 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 Forty Fund was 58.58%, occurring on Mar 9, 2009. Recovery took 1134 trading sessions.
The current Janus Henderson Forty Fund drawdown is 12.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.58% | May 19, 2008 | 202 | Mar 9, 2009 | 1134 | Sep 10, 2013 | 1336 |
| -56.33% | Mar 28, 2000 | 720 | Feb 13, 2003 | 1160 | Sep 27, 2007 | 1880 |
| -50.26% | Dec 10, 2013 | 544 | Feb 8, 2016 | 1213 | Dec 1, 2020 | 1757 |
| -46.71% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -14.25% | Dec 27, 2007 | 18 | Jan 23, 2008 | 60 | Apr 18, 2008 | 78 |
Volatility
Volatility Chart
The current Janus Henderson Forty Fund volatility is 5.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.