Janus Balanced Fund Manager Performance Evaluation
| JABCX Fund | USD 48.00 0.18 0.37% |
The fund retains a Market Volatility (i.e., Beta) of 0.26, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Janus Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Janus Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Balanced Fund are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Janus Balanced may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 1.6300 |
Janus |
Janus Balanced Relative Risk vs. Return Landscape
If you would invest 4,281 in Janus Balanced Fund on April 13, 2025 and sell it today you would earn a total of 519.00 from holding Janus Balanced Fund or generate 12.12% return on investment over 90 days. Janus Balanced Fund is currently producing 0.187% returns and takes up 0.6744% volatility of returns over 90 trading days. Put another way, 6% 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 Balanced Current Valuation
Undervalued
Today
Please note that Janus Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Janus Balanced retains a regular Real Value of $51.37 per share. The prevalent price of the fund is $48.0. We determine the value of Janus Balanced 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 Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Janus Mutual Fund. However, Janus Balanced'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 48.0 | Real 51.37 | Hype 48.0 | Naive 47.73 |
The intrinsic value of Janus Balanced'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 Balanced'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 Balanced 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 Balanced more accurately as focusing exclusively on Janus Balanced's fundamentals will not take into account other important factors: Janus Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Janus Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Janus Balanced Fund, and traders can use it to determine the average amount a Janus Balanced'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 = 0.2772
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JABCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average Janus Balanced is performing at about 21% 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 Balanced by adding it to a well-diversified portfolio.
Janus Balanced Fundamentals Growth
Janus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Janus Balanced, and Janus Balanced 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 | 17.64 X | ||||
| Price To Book | 3.55 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 26.77 B | ||||
About Janus Balanced Performance
Evaluating Janus Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Janus Balanced 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 Balanced 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 investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. Janus Henderson is traded on NASDAQ Exchange in the United States.Things to note about Janus Balanced performance evaluation
Checking the ongoing alerts about Janus Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Janus Balanced 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 about 5.51% of its assets under management (AUM) in cash |
- Analyzing Janus Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Janus Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Janus Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Janus Balanced's mutual fund. These opinions can provide insight into Janus Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Janus Mutual Fund
Janus Balanced 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 Balanced security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |