JCAPX
Janus Henderson Forty Fund Class I
Mutual fund
$65.64+0.93 (+1.44%)Close Oct 2, 2026
Nov 28, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $118,570
- CAGR
- +12.60%
- Max drawdown
- −56.61%
- Sharpe ratio
- 0.66
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +3.63%
- 3M
- +5.62%
- 6M
- +22.35%
- YTD
- +8.78%
- 1Y
- +8.12%
- 3Y
- +23.21%
- 5Y
- +9.87%
- 10Y
- +16.68%
- 15Y
- +17.01%
- 20Y
- +13.20%
- Since 2005
- +12.60%
Metrics
Since 2005| Volatility | 21.59% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.22 |
| Best year, 2009 | +44.21% |
| Worst year, 2008 | −43.52% |
| Positive years | 17 of 20 |
| Longest drawdown | 5 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.6% | May 2008 | Nov 2008 | May 2013 | 5 years |
| −40.9% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −29.6% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −22.1% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −21.0% | Oct 2018 | Dec 2018 | Mar 2019 | 6 months |
Annual returns
2005 from Nov 28 · 2026 through Oct 2