Janus Adaptive Global Fund Fundamentals
| JVGTXDelisted Fund | USD 9.88 0.00 0.00% |
Janus Adaptive Global fundamentals help investors to digest information that contributes to Janus Adaptive's financial success or failures. It also enables traders to predict the movement of JANUS Mutual Fund. The fundamental analysis module provides a way to measure Janus Adaptive's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Janus Adaptive mutual fund.
JANUS |
Janus Adaptive Global Mutual Fund Year To Date Return Analysis
Janus Adaptive's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Janus Adaptive Year To Date Return | 6.34 % |
Most of Janus Adaptive's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Janus Adaptive Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAccording to the company's disclosures, Janus Adaptive Global has a Year To Date Return of 6.3363%. This is much higher than that of the Janus Henderson family and significantly higher than that of the World Allocation category. The year to date return for all United States funds is notably lower than that of the firm.
Janus Adaptive Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Janus Adaptive's current stock value. Our valuation model uses many indicators to compare Janus Adaptive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Janus Adaptive competition to find correlations between indicators driving Janus Adaptive's intrinsic value. More Info.Janus Adaptive Global is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 170.33 of Year To Date Return per Annual Yield. 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 Adaptive's earnings, one of the primary drivers of an investment's value.JANUS Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Janus Adaptive's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Janus Adaptive could also be used in its relative valuation, which is a method of valuing Janus Adaptive by comparing valuation metrics of similar companies.Janus Adaptive is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Janus Adaptive
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments and bonds.Asset allocation divides Janus Adaptive's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
JANUS Fundamentals
| Total Asset | 170 K | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 6.34 % | |||
| One Year Return | 13.34 % | |||
| Three Year Return | 2.81 % | |||
| Five Year Return | 6.27 % | |||
| Net Asset | 39.17 M | |||
| Last Dividend Paid | 0.17 | |||
| Cash Position Weight | 75.74 % | |||
| Equity Positions Weight | 23.13 % | |||
| Bond Positions Weight | 0.11 % |
About Janus Adaptive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Janus Adaptive Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Janus Adaptive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Janus Adaptive Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its investment objective by allocating its assets across a portfolio of global equity, global fixed-income, and, at times, commodity-linked investments. Janus Henderson is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in JANUS Mutual Fund
If you are still planning to invest in Janus Adaptive Global check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Janus Adaptive's history and understand the potential risks before investing.
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