Research Portfolio Financials
| JAGRX Fund | USD 58.02 0.92 1.61% |
Research |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Research Portfolio Fund Summary
Research Portfolio competes with Federated Ultrashort, Morningstar Defensive, Ab Bond, Flexible Bond, and Nationwide Highmark. The portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4710211057 |
| Business Address | Janus Aspen Series |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
Research Portfolio Key Financial Ratios
Research Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Research Portfolio's current stock value. Our valuation model uses many indicators to compare Research Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Research Portfolio competition to find correlations between indicators driving Research Portfolio's intrinsic value. More Info.Research Portfolio Institutional is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 1.68 of Price To Book per Price To Earning. 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 Research Portfolio's earnings, one of the primary drivers of an investment's value.Research Portfolio Systematic Risk
Research Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Research Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was two with a total number of output elements of fifty-nine. The Beta measures systematic risk based on how returns on Research Portfolio correlated with the market. If Beta is less than 0 Research Portfolio generally moves in the opposite direction as compared to the market. If Research Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Research Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Research Portfolio is generally in the same direction as the market. If Beta > 1 Research Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Research Portfolio June 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Research Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Research Portfolio Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Research Portfolio Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Research Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Research Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 2.13 | |||
| Information Ratio | 0.0696 | |||
| Maximum Drawdown | 15.57 | |||
| Value At Risk | (3.00) | |||
| Potential Upside | 2.73 |
Other Information on Investing in Research Mutual Fund
Research Portfolio financial ratios help investors to determine whether Research 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 Research with respect to the benefits of owning Research Portfolio security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Transaction History View history of all your transactions and understand their impact on performance |