Janus Aspen Perkins Fund Manager Performance Evaluation
| JAMVX Fund | USD 20.11 0.10 0.49% |
The fund retains a Market Volatility (i.e., Beta) of 0.94, which attests to possible diversification benefits within a given portfolio. Janus Aspen returns are very sensitive to returns on the market. As the market goes up or down, Janus Aspen is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Janus Aspen Perkins are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Janus Aspen may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.6800 |
Janus |
Janus Aspen Relative Risk vs. Return Landscape
If you would invest 1,872 in Janus Aspen Perkins on August 29, 2024 and sell it today you would earn a total of 139.00 from holding Janus Aspen Perkins or generate 7.43% return on investment over 90 days. Janus Aspen Perkins is currently producing 0.1152% returns and takes up 0.8095% volatility of returns over 90 trading days. Put another way, 7% 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 |
Janus Aspen Current Valuation
Fairly Valued
Today
Please note that Janus Aspen's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Janus Aspen Perkins retains a regular Real Value of $19.89 per share. The prevalent price of the fund is $20.11. We determine the value of Janus Aspen Perkins 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 Aspen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Janus Mutual Fund. However, Janus Aspen'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 20.11 | Real 19.89 | Hype 20.11 | Naive 20.1 |
The intrinsic value of Janus Aspen'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 Aspen'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 Aspen Perkins 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 Aspen more accurately as focusing exclusively on Janus Aspen's fundamentals will not take into account other important factors: Janus Aspen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Janus Aspen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Janus Aspen Perkins, and traders can use it to determine the average amount a Janus Aspen'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 = 0.1423
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| Cash | JAMVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Janus Aspen is performing at about 11% 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 Aspen by adding it to a well-diversified portfolio.
Janus Aspen Fundamentals Growth
Janus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Janus Aspen, and Janus Aspen 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 | 19.02 X | |||
| Price To Book | 2.16 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 113.12 M | |||
About Janus Aspen Performance
Evaluating Janus Aspen's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Janus Aspen 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 Aspen 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 Portfolio pursues its investment objective by investing primarily in the common stocks of mid-sized companies and focuses on companies whose stock prices are believed to be undervalued by portfolio management or that have fallen out of favor with the market. The Portfolio may invest up to 20 percent of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.Things to note about Janus Aspen Perkins performance evaluation
Checking the ongoing alerts about Janus Aspen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Janus Aspen Perkins 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 96.8% of its assets under management (AUM) in equities |
- Analyzing Janus Aspen'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 Aspen's stock is overvalued or undervalued compared to its peers.
- Examining Janus Aspen'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 Aspen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Janus Aspen's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Janus Aspen's mutual fund. These opinions can provide insight into Janus Aspen's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Janus Mutual Fund
Janus Aspen 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 Aspen security.
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