Janus Henderson Group plc (JHG) Stock Total Returns

Growth of $10,000 chart

2021-04-12 to 2026-04-10
to
$
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Investment Performance

Final Value
$18,997
Total Return
89.97%
CAGR
13.71%
Dividends
$2,487.60
Yield on Cost
24.88%

Rolling Returns

1-Month (21 Trading Days)
Average+1.38%
Median+2.54%
Best+29.56%
Worst-22.52%
% of Windows Positive63.2%
1-Year (252 Trading Days)
Average+11.38%
Median+16.39%
Best+92.91%
Worst-53.84%
% of Windows Positive71.9%
3-Year (756 Trading Days)
Average+52.18%
Median+37.74%
Best+153.47%
Worst-8.12%
% of Windows Positive87.2%

Risk Metrics

Maximum Drawdown -57.73%
Average Drawdown -22.71%
Drawdown Duration 752 Trading Days
Sortino Ratio 0.82
Calmar Ratio 0.24
CVaR (5%) -4.57%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.51% (+34.77% ann.) +$851.38 $0.00 $0.00 $0.00
2025 +15.27% +$1526.70 $378.15 $75.63 $0.60
2024 +46.20% +$4619.89 $525.09 $105.02 $0.84
2023 +34.40% +$3439.60 $674.82 $134.97 $1.08
2022 -41.22% $4121.97 $375.41 $75.08 $0.60
2021 +33.07% +$3307.05 $467.49 $93.50 $0.75
2020 +40.09% +$4009.47 $600.89 $120.17 $0.96
2019 +24.31% +$2430.92 $708.72 $141.75 $1.14
2018 -43.73% $4372.60 $370.63 $74.12 $0.59
2017 partial +26.82% (+50.29% ann.) +$2681.78 $209.91 $41.99 $0.34

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 30, 2017 – February 19, 2020 -2.79% -1.03% $279.05 $1316.33 $263.27 $2.11
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -54.86% -99.99% $5486.06 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +93.05% +188.16% +$9304.62 $801.68 $160.34 $1.27
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +74.40% +69.49% +$7439.72 $573.94 $114.80 $0.92
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -44.07% -46.04% $4407.25 $368.47 $73.69 $0.59
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +61.06% +29.32% +$6106.17 $1117.51 $223.51 $1.79
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 10, 2026 +42.06% +25.28% +$4206.16 $532.90 $106.58 $0.85

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2017-08-16 $0.3200 0.91%
2017-11-17 $0.3200 0.88%
2018-02-15 $0.3200 0.90%
2018-05-18 $0.3600 1.09%
2018-08-10 $0.3600 1.25%
2018-11-08 $0.3600 1.48%
2019-02-14 $0.3600 1.53%
2019-05-10 $0.3600 1.60%
2019-08-09 $0.3600 1.80%
2019-11-07 $0.3600 1.46%
2020-02-14 $0.3600 1.36%
2020-05-15 $0.3600 2.00%
2020-08-07 $0.3600 1.71%
2020-11-06 $0.3600 1.36%
2021-02-16 $0.3600 1.20%
2021-05-10 $0.3800 1.01%
2021-08-06 $0.3800 0.90%
2021-11-05 $0.3800 0.80%
2022-02-11 $0.3800 1.07%
2022-05-13 $0.3900 1.48%
2022-08-05 $0.3900 1.57%
2022-11-04 $0.3900 1.82%
2023-02-10 $0.3900 1.38%
2023-05-12 $0.3900 1.46%
2023-08-11 $0.3900 1.45%
2023-11-10 $0.3900 1.58%
2024-02-09 $0.3900 1.28%
2024-05-10 $0.3900 1.18%
2024-08-12 $0.3900 1.13%
2024-11-08 $0.3900 0.88%
2025-02-11 $0.3900 0.87%
2025-05-12 $0.4000 1.10%
2025-08-11 $0.4000 0.94%
2025-11-10 $0.4000 0.91%
Total 34 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-10 to 2026-04-10. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-10 $116.60 $23.32 $0.18 2.4865
2021-08-06 $117.54 $23.51 $0.19 2.2350
2021-11-05 $118.39 $23.68 $0.19 1.9775
2022-02-11 $119.15 $23.83 $0.19 2.8028
2022-05-13 $123.38 $24.67 $0.20 3.5950
2022-08-05 $124.78 $24.96 $0.20 4.0546
2022-11-04 $126.36 $25.27 $0.20 4.6448
2023-02-10 $128.17 $25.63 $0.21 3.6796
2023-05-12 $129.60 $25.92 $0.21 3.9449
2023-08-11 $131.15 $26.23 $0.21 3.9631
2023-11-10 $132.69 $26.54 $0.21 4.3258
2024-02-09 $134.37 $26.87 $0.21 3.5396
2024-05-10 $135.76 $27.15 $0.21 3.3197
2024-08-12 $137.05 $27.41 $0.22 3.1920
2024-11-08 $138.29 $27.66 $0.22 2.4975
2025-02-11 $139.27 $27.85 $0.22 2.5352
2025-05-12 $143.85 $28.77 $0.23 2.9980
2025-08-11 $145.05 $29.01 $0.23 2.7090
2025-11-10 $146.13 $29.23 $0.23 2.6657
Total $2487.60 $497.53 $3.98 61.1662

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

PTCT

CAGR 11.79% Total 316.56% Final $41,656
2013-06-20 — 2026-04-10
APPN

CAGR 3.41% Total 34.71% Final $13,471
2017-05-25 — 2026-04-10
GOOD

CAGR 5.72% Total 252.70% Final $35,270
2003-08-14 — 2026-04-10