Janus Henderson Group plc (JHG) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
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Investment Performance

Final Value
$18,443
Total Return
84.43%
CAGR
13.02%
Dividends
$2,419.30
Yield on Cost
24.19%

Rolling Returns

1-Month (21 Trading Days)
Average+1.31%
Median+2.42%
Best+29.56%
Worst-22.52%
% of Windows Positive63.2%
1-Year (252 Trading Days)
Average+11.82%
Median+16.72%
Best+92.91%
Worst-53.84%
% of Windows Positive71.9%
3-Year (756 Trading Days)
Average+53.74%
Median+40.57%
Best+153.47%
Worst-8.12%
% of Windows Positive87.2%

Risk Metrics

Maximum Drawdown -57.73%
Average Drawdown -22.72%
Drawdown Duration 752 Trading Days
Sortino Ratio 0.80
Calmar Ratio 0.23
CVaR (5%) -4.57%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.32% (+30.10% ann.) +$832.46 $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

about
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 21, 2026 +41.81% +24.61% +$4181.39 $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 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-10 $113.40 $22.68 $0.18 2.4182
2021-08-06 $114.31 $22.87 $0.19 2.1736
2021-11-05 $115.14 $23.03 $0.19 1.9232
2022-02-11 $115.88 $23.18 $0.19 2.7258
2022-05-13 $119.99 $23.99 $0.19 3.4963
2022-08-05 $121.35 $24.27 $0.19 3.9433
2022-11-04 $122.89 $24.57 $0.19 4.5172
2023-02-10 $124.65 $24.93 $0.20 3.5786
2023-05-12 $126.05 $25.21 $0.20 3.8366
2023-08-11 $127.55 $25.51 $0.20 3.8543
2023-11-10 $129.05 $25.81 $0.21 4.2070
2024-02-09 $130.68 $26.14 $0.21 3.4424
2024-05-10 $132.03 $26.41 $0.21 3.2285
2024-08-12 $133.29 $26.66 $0.22 3.1043
2024-11-08 $134.50 $26.90 $0.22 2.4289
2025-02-11 $135.45 $27.09 $0.22 2.4656
2025-05-12 $139.90 $27.98 $0.22 2.9157
2025-08-11 $141.07 $28.22 $0.22 2.6347
2025-11-10 $142.12 $28.43 $0.22 2.5925
Total $2419.30 $483.87 $3.87 59.4869

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 12.00% Total 328.32% Final $42,832
2013-06-20 — 2026-04-21
APPN

CAGR 3.88% Total 40.31% Final $14,031
2017-05-25 — 2026-04-21
GOOD

CAGR 5.85% Total 263.40% Final $36,340
2003-08-14 — 2026-04-21