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Janus Henderson Triton Fund Class A JGMAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | JGMAX | Replication |
|---|---|---|
| Annualized growth | 2.7% | 6.0% |
| Annualized volatility | 18.6% | 18.9% |
| Sharpe ratio | 0.24 | 0.40 |
| Maximum drawdown | 31.7% | 29.8% |
| Replication fit (R²) | 0.95 · Tracking error 4.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model JGMAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 52.4% |
| IJH | US Mid Cap | 29.0% |
| XLV | Sector · Healthcare | 9.4% |
| XLF | Sector · Financials | 5.4% |
| VOT | Mid-Cap · Growth | 3.7% |