See what your fund actually adds
Janus Henderson VIT Mid Cap Value Portfolio Institutional Class JAMVX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | JAMVX | Replication |
|---|---|---|
| Annualized growth | 7.7% | 8.9% |
| Annualized volatility | 15.7% | 16.4% |
| Sharpe ratio | 0.55 | 0.60 |
| Maximum drawdown | 17.1% | 19.4% |
| Replication fit (R²) | 0.96 · Tracking error 3.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model JAMVX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOE | Mid-Cap · Value | 33.3% |
| IJH | US Mid Cap | 29.3% |
| VBR | Small-Cap · Value | 20.9% |
| VTV | Style · Value | 12.2% |
| XLF | Sector · Financials | 4.3% |