
Transparent companies provide guidance
Investing can sometimes feel like a risky endeavor, which is why it is important to have guidance to light the way. With this in mind, the Janus Henderson Guidance Indices select companies that provide earnings per share (EPS) guidance, which has historically been shown to enhance stock returns.
Transparent companies provide guidance
Low volatility weighting seeks to add stability
Transparency and low volatility to navigate the markets
Cumulative Return (%) | Annualized Return (%) | Max Drawdown | Volatility | Downside Volatility | Sharpe Ratio | Sortino Ratio |
---|
1 month | 3 month | 6 month | YTD | 1 year | 3 year | 5 year | 10 year | Since inception date (04/23/2018) |
|
---|---|---|---|---|---|---|---|---|---|
Total return (%) | 0.69 | 4.48 | 2.54 | 6.25 | 16.75 | 9.49 | 9.48 | - | 10.13 |
Excess return (%) relative to the S&P 500 Composite TR USD | -1.19 | -6.28 | -7.37 | -5.24 | -13.81 | -9.25 | -5.36 | - | -4.63 |
Atmos Energy Corporation (ATO)
.73%
CenterPoint Energy, Inc. (CNP)
.72%
Altria Group, Inc. (MO)
.69%
Evergy, Inc. (EVRG)
.67%
Realty Income Corporation (O)
.67%
WEC Energy Group Inc (WEC)
.67%
Duke Energy Corporation (DUK)
.65%
PepsiCo, Inc. (PEP)
.65%
PPL Corporation (PPL)
.64%
Southern Company (SO)
.64%
Weight of Top 10 Within Portfolio
6.72%
Component | Ticker | Sector* | Weight (%) |
---|---|---|---|
Atmos Energy Corporation | ATO | Utilities | .73 |
CenterPoint Energy, Inc. | CNP | Utilities | .72 |
Altria Group, Inc. | MO | Consumer Staples | .69 |
Evergy, Inc. | EVRG | Utilities | .67 |
Realty Income Corporation | O | Real Estate | .67 |
WEC Energy Group Inc | WEC | Utilities | .67 |
Duke Energy Corporation | DUK | Utilities | .65 |
PepsiCo, Inc. | PEP | Consumer Staples | .65 |
PPL Corporation | PPL | Utilities | .64 |
Southern Company | SO | Utilities | .64 |
Total | 6.72 | ||
Download Full Holdings | |||
Displays the historical weights of each GICS sector in the index, at the index quarterly rebalance
Ticker | JHGIUSTR Index |
Base Date | 02/28/2003 |
Inception Date | 04/23/2018 |
Number of Components | ~250 |
Eligible Universe | Solactive US Large Cap Index |
Rebalancing Frequency | Quarterly |
Publishing Frequency | Daily |
Weighting Methodology | Proprietary Weighting Methodology |