Janus Balanced Fund Manager Performance Evaluation
| JABNX Fund | USD 46.13 0.18 0.39% |
The fund retains a Market Volatility (i.e., Beta) of 0.55, 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
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Very Weak
Over the last 90 days Janus Balanced Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Janus Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5700 |
Janus |
Janus Balanced Relative Risk vs. Return Landscape
If you would invest 4,772 in Janus Balanced Fund on September 25, 2024 and sell it today you would lose (159.00) from holding Janus Balanced Fund or give up 3.33% of portfolio value over 90 days. Janus Balanced Fund is currently producing negative expected returns and takes up 0.7951% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Janus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Janus Balanced Current Valuation
Fairly Valued
Today
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 $46.46 per share. The prevalent price of the fund is $46.13. 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 46.13 | Real 46.46 | Hype 46.13 |
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.
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: Janus Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Janus Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Janus Balanced Fund, and traders can use it to determine the average amount a Janus Balanced'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 = -0.0636
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JABNX |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Janus Balanced is not performing at its full potential. However, 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 Balanced by adding Janus Balanced to a well-diversified portfolio.
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.
| Price To Earning | 17.64 X | ||||
| Price To Book | 3.55 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 26.77 B | ||||
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.| Janus Balanced generated a negative expected return over the last 90 days | |
| The fund retains about 32.19% of its assets under management (AUM) in fixed income securities |
- 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.
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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
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| Fundamental Analysis View fundamental data based on most recent published financial statements |