Janus Henderson Capital Funds plc - Balanced Fund Class A5m USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 6.38 | 5.26 | 15.39 | 9.14 | 16.56 | -7.23 | 7.21 | 5.39 |
+/- Category | 4.55 | 6.06 | 4.95 | 4.96 | 8.26 | -3.89 | 3.10 | 3.38 |
+/- Category Index | - | - | - | - | 8.03 | -4.68 | -0.18 | 2.79 |
% Rank in Category | 16 | 2 | 8 | 16 | 3 | 86 | 18 | 2 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 0.34 | 0.07 |
1 Week | 0.72 | -0.56 | -0.58 |
1 Month | 2.63 | 0.26 | 0.11 |
3 Months | 7.70 | 3.18 | 2.81 |
6 Months | 12.07 | 5.08 | 3.93 |
YTD | 7.63 | 3.61 | 2.86 |
1 Year | 14.55 | 5.76 | 3.20 |
3 Years Annualised | 7.46 | 2.95 | 1.67 |
5 Years Annualised | 8.70 | 3.75 | 2.11 |
10 Years Annualised | 9.65 | 3.34 | 1.52 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 1.97 | 0.41 | 0.25 | 4.46 |
2022 | -3.86 | -4.51 | 3.54 | -2.40 |
2021 | 0.34 | 6.27 | 2.43 | 6.71 |
2020 | -5.74 | 12.85 | 1.77 | 0.82 |
2019 | 5.58 | 5.74 | 5.97 | -2.46 |
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