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Transparent companies provide guidance
Janus Henderson Guidance Indices
LET EARNINGS PER SHARE NAVIGATE THE PATH FORWARD.
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.
- Companies that provide earnings guidance may have more stable business models and may be rewarded by investors for their increased transparency.
- Stocks are screened from a pool of the largest U.S. companies that provide EPS guidance.
- In seeking to stabilize the index, Guidance Indices are weighted by low volatility.
How It Works
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Low volatility weighting seeks to add stability
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Transparency and low volatility to navigate the markets
The Guidance Indices
Historical Performance (As of 11/30/2020)
Close Section| Cumulative Return (%) | Annualized Return (%) | Max Drawdown | Volatility | Downside Volatility | Sharpe Ratio | Sortino Ratio |
|---|
Statistics are not provided for periods less than 1 year.
Any data for the period prior to index inception consists of pre-inception data calculated by retroactively applying the index methodology. Simulated returns and pre-inception data are hypothetical and included for illustrative purposes only.
Index Performance (As of 11/12/2020)
Close Section| 1 month | 3 month | 6 month | YTD | 1 year | 3 year | 5 year | 10 year | Since inception date (04/23/2018) |
|
|---|---|---|---|---|---|---|---|---|---|
| Total return (%) | 0.88 | 5.21 | 23.59 | 6.09 | 10.34 | 11.09 | 12.55 | 13.84 | 12.19 |
| Excess return (%) relative to the S&P 500 Composite TR USD | 0.67 | 0.12 | -0.74 | -5.16 | -6.24 | -2.11 | -1.27 | 0.11 | -1.62 |
Returns greater than one year are annualized.
A comparison benchmark is provided for information purposes only to represent the market environment existing during the periods shown.
Any data for the period prior to index inception consists of pre-inception data calculated by retroactively applying the index methodology. Simulated returns and pre-inception data are hypothetical and included for illustrative purposes only.
Rolling Performance (As of 11/30/2020)
Close SectionRolling performance shows the cumulative, absolute return of a hypothetical investment in the index on a rolling basis over the selected time period. Relative performance shows the difference between the results for the index and the comparison benchmark shown above. Rolling periods are calculated using a 21-trading day month and a 252-trading day year and may differ from point-to-point calculations due to factors such as holidays, market closures and leap years.
Any data for the period prior to index inception consists of pre-inception data calculated by retroactively applying the index methodology. Simulated returns and pre-inception data are hypothetical and included for illustrative purposes only.
Top 10 Components (As of 12/01/2020)
Close SectionAlexandria Real Estate Equities, Inc. (ARE)
.77%
Dominion Energy Inc (D)
.76%
Crown Castle International Corp (CCI)
.76%
Johnson & Johnson (JNJ)
.76%
Mondelez International, Inc. Class A (MDLZ)
.76%
Becton, Dickinson and Company (BDX)
.76%
Xcel Energy Inc. (XEL)
.76%
Altria Group Inc (MO)
.76%
Alliant Energy Corp (LNT)
.76%
Hershey Company (HSY)
.76%
Weight of Top 10 Within Portfolio
7.60%
| Component | Ticker | Sector* | Weight (%) |
|---|---|---|---|
| Alexandria Real Estate Equities, Inc. | ARE | Real Estate | .77 |
| Dominion Energy Inc | D | Utilities | .76 |
| Crown Castle International Corp | CCI | Real Estate | .76 |
| Johnson & Johnson | JNJ | Health Care | .76 |
| Mondelez International, Inc. Class A | MDLZ | Consumer Staples | .76 |
| Becton, Dickinson and Company | BDX | Health Care | .76 |
| Xcel Energy Inc. | XEL | Utilities | .76 |
| Altria Group Inc | MO | Consumer Staples | .76 |
| Alliant Energy Corp | LNT | Utilities | .76 |
| Hershey Company | HSY | Consumer Staples | .76 |
| Total | 7.60 | ||
| Download Full Holdings | |||
Sector weights based on GICS.
Historical Sector Weights (As of 11/30/2020)
Close SectionDisplays the historical weights of each GICS sector in the index, at the index quarterly rebalance
Index Facts (As of 11/30/2020)
Daily Level
8,389.34
(As of 11/30/2020)
Close Section
| 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 |
Past performance is no guarantee of future results.
There is no assurance that the proprietary rules-based index methodology will select securities that individually, or in the aggregate, outperform the applicable broader market universe.
Index performance does not reflect the expenses of managing a portfolio as an index is unmanaged and not available for direct investment. The performance of any index herein is not illustrative of the performance of any security.
Any index performance prior to the index inception date is pre-inception data and is hypothetical. Pre-inception data is based on criteria applied retroactively with the benefit of hindsight and knowledge of factors that may have positively affected its performance, and cannot account for all financial risk that may affect the actual performance of any trading strategy based on the applicable index. Simulated index returns (including pre-inception data) that have been produced by the retroactive application of a back-tested methodology may reflect a bias toward strategies that have performed well in the past. Any pre-inception data was produced by the index sponsor, Janus Henderson Indices LLC. The index methodologies are available above. Actual index performance may vary significantly from pre-inception data.