Janus Balanced Financials
| JDBAX Fund | USD 48.36 0.02 0.04% |
Janus |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Janus Balanced Fund Summary
Janus Balanced competes with Janus Forty, First Eagle, Pimco Income, and Columbia Balanced. The fund pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. The fund may also invest in money market instruments. It may invest in fixed and floating rate obligations with varying durations. The fund will limit its investments in high-yieldhigh-risk bonds to 35 percent of the fixed-income portion of its net assets.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US47103C5067 |
| Business Address | Janus Investment |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
Janus Balanced Key Financial Ratios
Janus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Janus Balanced's current stock value. Our valuation model uses many indicators to compare Janus Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Janus Balanced competition to find correlations between indicators driving Janus Balanced's intrinsic value. More Info.Janus Balanced Fund is rated second overall fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Janus Balanced Fund is roughly 4.97 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Janus Balanced's earnings, one of the primary drivers of an investment's value.Janus Balanced Systematic Risk
Janus Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Janus Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Janus Balanced correlated with the market. If Beta is less than 0 Janus Balanced generally moves in the opposite direction as compared to the market. If Janus Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Janus Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Janus Balanced is generally in the same direction as the market. If Beta > 1 Janus Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Janus Balanced November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Janus Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Janus Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Janus Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Janus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Janus Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5391 | |||
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 2.31 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.8358 |
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.
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