Janus Forty Fund Manager Performance Evaluation
| JCAPX Fund | USD 63.72 0.48 0.76% |
The fund retains a Market Volatility (i.e., Beta) of 0.85, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Janus Forty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Janus Forty is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Forty Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Janus Forty may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 0.5600 |
JANUS |
Janus Forty Relative Risk vs. Return Landscape
If you would invest 5,778 in Janus Forty Fund on September 3, 2024 and sell it today you would earn a total of 594.00 from holding Janus Forty Fund or generate 10.28% return on investment over 90 days. Janus Forty Fund is currently producing 0.1567% returns and takes up 0.8699% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than JANUS, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Janus Forty Current Valuation
Fairly Valued
Today
Please note that Janus Forty's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Janus Forty Fund retains a regular Real Value of $62.89 per share. The prevalent price of the fund is $63.72. We determine the value of Janus Forty Fund 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 Forty is currently traded on the exchange, buyers and sellers on that exchange determine the market value of JANUS Mutual Fund. However, Janus Forty'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 63.72 | Real 62.89 | Hype 63.72 | Naive 63.92 |
The intrinsic value of Janus Forty'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 Forty'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 Forty Fund 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 Forty more accurately as focusing exclusively on Janus Forty's fundamentals will not take into account other important factors: Janus Forty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Janus Forty's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Janus Forty Fund, and traders can use it to determine the average amount a Janus Forty'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 = 0.1802
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JCAPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Janus Forty is performing at about 14% 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 Forty by adding it to a well-diversified portfolio.
Janus Forty Fundamentals Growth
JANUS Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Janus Forty, and Janus Forty 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.
| Price To Earning | 2.01 X | |||
| Price To Book | 5.57 X | |||
| Price To Sales | 3.39 X | |||
| Total Asset | 1.78 B | |||
About Janus Forty Performance
Evaluating Janus Forty's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Janus Forty 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 Forty 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 normally investing primarily in a portfolio 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. It is non-diversified.Things to note about Janus Forty Fund performance evaluation
Checking the ongoing alerts about Janus Forty for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Janus Forty Fund 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 97.76% of its assets under management (AUM) in equities |
- Analyzing Janus Forty'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 Forty's stock is overvalued or undervalued compared to its peers.
- Examining Janus Forty'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 Forty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Janus Forty's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Janus Forty's mutual fund. These opinions can provide insight into Janus Forty's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JANUS Mutual Fund
Janus Forty 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 Forty security.
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