Janus Henderson Research Fund Manager Performance Evaluation
| JRARX Fund | USD 88.00 1.43 1.65% |
The fund retains a Market Volatility (i.e., Beta) of 0.9, which attests to possible diversification benefits within a given portfolio. Janus Henderson returns are very sensitive to returns on the market. As the market goes up or down, Janus Henderson is expected to follow.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Henderson Research are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Janus Henderson showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.2700 |
Janus |
Janus Henderson Relative Risk vs. Return Landscape
If you would invest 7,613 in Janus Henderson Research on September 5, 2024 and sell it today you would earn a total of 1,187 from holding Janus Henderson Research or generate 15.59% return on investment over 90 days. Janus Henderson Research is currently producing 0.2317% returns and takes up 1.0123% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Janus, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Janus Henderson Current Valuation
Overvalued
Today
Please note that Janus Henderson's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Janus Henderson Research retains a regular Real Value of $78.35 per share. The prevalent price of the fund is $88.0. We determine the value of Janus Henderson Research from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Janus Henderson is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Janus Mutual Fund. However, Janus Henderson's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 88.0 | Real 78.35 | Hype 86.57 | Naive 87.01 |
The intrinsic value of Janus Henderson's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Janus Henderson's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Janus Henderson Research helps investors to forecast how Janus mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Janus Henderson more accurately as focusing exclusively on Janus Henderson's fundamentals will not take into account other important factors: Janus Henderson Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Janus Henderson's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Janus Henderson Research, and traders can use it to determine the average amount a Janus Henderson's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2289
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| Small Returns | JRARX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Janus Henderson is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Janus Henderson by adding it to a well-diversified portfolio.
Janus Henderson Fundamentals Growth
Janus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Janus Henderson, and Janus Henderson fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Janus Mutual Fund performance.
| Total Asset | 21.48 B | ||||
About Janus Henderson Performance
Evaluating Janus Henderson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Janus Henderson has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Janus Henderson has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may seek to earn additional income through lending its securities to certain qualified broker-dealers and institutions on a short-term or long-term basis, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination.Things to note about Janus Henderson Research performance evaluation
Checking the ongoing alerts about Janus Henderson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Janus Henderson Research help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.92% of its assets under management (AUM) in equities |
- Analyzing Janus Henderson's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Janus Henderson's stock is overvalued or undervalued compared to its peers.
- Examining Janus Henderson's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Janus Henderson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Janus Henderson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Janus Henderson's mutual fund. These opinions can provide insight into Janus Henderson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Janus Mutual Fund
Janus Henderson financial ratios help investors to determine whether Janus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Janus with respect to the benefits of owning Janus Henderson security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |