Janus Selection Forty
Ticker
IE0030804631.IR
ISIN
IE0030804631
Price
USD 310.21
Change Today
-6.12 / -1.935 %
Price 1 year ago
230.48 / 34.593 %
Morningstar
4
52 Week Low
205.96
52 Week High
320.76
200 Day Moving Average 243.76
243.76
50-day Moving Average
293.52
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 32.634% |
| Average Annual Volatility | 44.071% |
| Sharpe Ratio | 0.74 |
| Sortino Ratio | 0.77 |
| Maximum Drawdown | -63.0% |
| Maximum Drawdown Date | 2002-09-30 |
| Calmar Ratio | -0.50 |
Company information
Summary
N/A
Market
US
Category
US Large-Cap Growth Equity
Expense Ratio
2.73%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 25.61% |
| Consumer cyclical | 24.75% |
| Healthcare | 22.59% |
| Financial services | 13.61% |
| Basic materials | 5.12% |
| Consumer defensive | 4.20% |
| Energy | 2.32% |
| Industrials | 1.80% |
| Realestate | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
None
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0011694256.PA | Sofidy Selection 1 | FR001169425 | YHD | 5 | |||
| FR0011694264.PA | Sofidy Selection 1 I | FR001169425 | YHD | 5 | |||
| IE0002367203.IR | BlackRock Selection Fund - BlackRock World Index Sub-Fund | IE0002367203 | YHD | 5 | +2.84 | +1.06 | |
| IE0030805042.IR | Janus Selection Balanced A USD Acc | IE0030805042 | ISE | 1.11% | 5 | +5.96 | +1.30 |
| IE0030805596.IR | Janus Selection Strategic Val A JPY | IE0030805596 | YHD | 0.96% | 5 | +5.43 | +1.01 |
| IE0033532841.IR | Janus Selection Global Rel Est A USD | IE0033532841 | YHD | 2.32% | 5 | -0.85 | +1.08 |
| IE0033934955.IR | Janus Selection Strategic Val I JPY | IE0033934955 | YHD | 0.11% | 5 | +5.43 | +1.01 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.