Janus Balanced Fund Manager Performance Evaluation

JABRX Fund  USD 47.89  0.52  1.07%   
The fund retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. 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

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Balanced Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Janus Balanced may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Janus Balanced Relative Risk vs. Return Landscape

If you would invest  4,431  in Janus Balanced Fund on November 6, 2025 and sell it today you would earn a total of  358.00  from holding Janus Balanced Fund or generate 8.08% return on investment over 90 days. Janus Balanced Fund is currently producing 0.1351% returns and takes up 1.0811% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Janus, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Janus Balanced is expected to generate 1.44 times more return on investment than the market. However, the company is 1.44 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of risk.

Janus Balanced Current Valuation

Fairly Valued
Today
47.89
Please note that Janus Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Janus Balanced retains a regular Real Value of $48.63 per share. The prevalent price of the fund is $47.89. 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  47.89 Real  48.63 Hype  47.89
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.
48.63
Real Value
49.71
Upside
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:
Hype
Prediction
LowEstimatedHigh
46.8147.8948.97
Details
Below is the normalized historical share price chart for Janus Balanced Fund extending back to July 26, 1999. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Janus Balanced stands at 47.89, as last reported on the 4th of February, with the highest price reaching 47.89 and the lowest price hitting 47.89 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Janus Balanced Target Price Odds to finish over Current Price

The tendency of Janus Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 47.89 90 days 47.89 
about 25.93
Based on a normal probability distribution, the odds of Janus Balanced to move above the current price in 90 days from now is about 25.93 (This Janus Balanced Fund probability density function shows the probability of Janus Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Janus Balanced has a beta of 0.42. This indicates as returns on the market go up, Janus Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Janus Balanced Fund will be expected to be much smaller as well. Additionally Janus Balanced Fund has an alpha of 0.0699, implying that it can generate a 0.0699 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Janus Balanced Price Density   
       Price  

Predictive Modules for Janus Balanced

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Janus Balanced. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
46.8147.8948.97
Details
Intrinsic
Valuation
LowRealHigh
47.5548.6349.71
Details

Janus Balanced Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Janus Balanced is not an exception. The market had few large corrections towards the Janus Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Janus Balanced Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Janus Balanced within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.07
β
Beta against Dow Jones0.42
σ
Overall volatility
1.89
Ir
Information ratio 0.04

Janus Balanced Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Janus Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Janus Balanced can help investors quickly react to important events or material 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

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.

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 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.

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
Evaluating Janus Balanced's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Janus Balanced's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Janus Balanced's mutual fund performance is not an exact science, and many factors can impact Janus Balanced's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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