Janus Forty Five Year Return vs. Ten Year Return
| JARTX Fund | USD 56.42 0.22 0.39% |
For Janus Forty profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Janus Forty to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Janus Forty Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Janus Forty's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Janus Forty Fund over time as well as its relative position and ranking within its peers.
Janus |
Janus Forty Fund Ten Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Janus Forty's current stock value. Our valuation model uses many indicators to compare Janus Forty value to that of its competitors to determine the firm's financial worth. Janus Forty Fund is currently considered the top fund in five year return among similar funds. It also is currently considered the top fund in ten year return among similar funds reporting about 0.90 of Ten Year Return per Five Year Return. The ratio of Five Year Return to Ten Year Return for Janus Forty Fund is roughly 1.12 . 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 Forty's earnings, one of the primary drivers of an investment's value.Janus Ten Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Janus Forty |
| = | 16.40 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Janus Forty |
| = | 14.69 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Janus Ten Year Return Comparison
Janus Forty is currently under evaluation in ten year return among similar funds.
Janus Forty Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Janus Forty, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Janus Forty will eventually generate negative long term returns. The profitability progress is the general direction of Janus Forty's change in net profit over the period of time. It can combine multiple indicators of Janus Forty, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund pursues its investment objective by normally investing primarily in a portfolio of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities. It is non-diversified.
Janus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Janus Forty. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Janus Forty position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Janus Forty's important profitability drivers and their relationship over time.
Use Janus Forty in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Janus Forty position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Janus Forty will appreciate offsetting losses from the drop in the long position's value.Janus Forty Pair Trading
Janus Forty Fund Pair Trading Analysis
The ability to find closely correlated positions to Janus Forty could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Janus Forty when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Janus Forty - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Janus Forty Fund to buy it.
The correlation of Janus Forty is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Janus Forty moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Janus Forty Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Janus Forty can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Janus Forty position
In addition to having Janus Forty in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Business Services Thematic Idea Now
Business Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Business Services Theme or any other thematic opportunities.
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Other Information on Investing in Janus Mutual Fund
To fully project Janus Forty's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Janus Forty Fund at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Janus Forty's income statement, its balance sheet, and the statement of cash flows.
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