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JAGTX: JANUS GLOBAL TECHNOLOGY FUND CLASS T (MUTUAL FUND)
Basic Info 83.24 6.08(6.81%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 01/20/1999 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 14.13% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.9 | 23.5 | 44.9 | 32.9 | 16.7 | 23.4 | 19.2 | 16.4 | 12.0 | 24.9 | 32.2 | 55.2 | -37.7 | 17.4 | 51.0 | 45.1 | 0.8 | 44.6 | 13.7 | 4.4 | 9.7 | 35.2 | 19.3 | -8.5 | 24.6 | 57.3 | -43.3 | 21.9 | 8.0 | 11.5 | 1.2 | 47.1 | -40.9 | -40.0 | -33.7 | 175.9 |
| Sharpe Ratio | NA | 2.24 | 1.92 | 1.29 | 0.53 | 0.88 | NA | NA | 0.41 | 0.86 | 1.34 | 2.57 | -1.02 | 0.83 | 1.39 | 2.59 | -0.03 | 4.29 | 0.79 | 0.27 | 0.68 | 2.83 | 1.21 | -0.34 | 1.24 | 2.01 | -1.04 | 1.1 | 0.28 | 0.73 | 0.01 | 2.31 | -1.37 | -1.02 | -0.77 | 6.0 |
| Draw Down(%) | NA | 15.9 | 15.9 | 23.9 | 46.5 | 46.5 | NA | NA | 84.6 | 23.9 | 15.5 | 11.4 | 43.3 | 11.8 | 28.3 | 9.4 | 22.5 | 4.7 | 17.0 | 13.8 | 9.9 | 6.7 | 13.4 | 22.3 | 15.3 | 21.2 | 54.7 | 9.8 | 19.4 | 11.6 | 26.3 | 12.6 | 49.1 | 60.9 | 54.9 | 13.7 |
| Standard Deviation(%) | NA | 27.3 | 22.0 | 23.1 | 26.5 | 24.6 | NA | NA | 25.9 | 25.6 | 21.3 | 20.2 | 38.5 | 21.0 | 36.3 | 16.8 | 22.0 | 10.3 | 17.1 | 16.3 | 14.2 | 12.5 | 16.0 | 25.3 | 19.7 | 28.5 | 42.4 | 17.0 | 16.3 | 12.7 | 19.5 | 20.1 | 30.6 | 42.1 | 49.0 | 31.2 |
| Treynor Ratio | NA | 0.62 | 0.44 | 0.32 | 0.14 | 0.23 | NA | NA | 0.11 | 0.25 | 0.3 | 0.5 | -0.36 | 0.17 | 0.57 | 0.48 | -0.01 | 0.5 | 0.14 | 0.05 | 0.1 | 0.38 | 0.21 | -0.09 | 0.26 | 0.58 | -0.44 | 0.21 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.01 | 0.0 | -0.03 | -0.04 | 0.03 | 0.0 | -0.01 | 0.04 | 0.0 | 0.0 | -0.03 | 0.02 | 0.02 | -0.04 | 0.04 | -0.01 | 0.0 | 0.03 | 0.0 | 0.03 | 0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.95 | 0.93 | 1.0 | 0.96 | NA | NA | 0.96 | 0.89 | 0.95 | 1.04 | 1.1 | 1.0 | 0.89 | 0.9 | 0.91 | 0.87 | 0.98 | 0.88 | 0.98 | 0.93 | 0.93 | 0.97 | 0.94 | 0.99 | 1.01 | 0.89 | 0.96 | 0.89 | 0.93 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.89 | 0.94 | 0.93 | 0.94 | NA | NA | 0.6 | 0.97 | 0.94 | 0.94 | 0.95 | 0.92 | 0.97 | 0.94 | 0.95 | 0.9 | 0.92 | 0.93 | 0.94 | 0.88 | 0.9 | 0.94 | 0.93 | 0.94 | 0.93 | 0.86 | 0.85 | 0.87 | 0.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.0 | 14.4 | 1.2 | 0.0 | 16.4 | 12.2 | 11.5 | 6.1 | 10.0 | 5.4 | 7.9 | 16.5 | 9.2 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 26.9 | 1700.0 | N/A | -100.0 | 79.6 | 44.6 | 75.1 | -17.3 | 107.1 | -35.2 | -55.6 | 115.5 | 2535.3 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1998
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