Seasonal Evaluation for Janus Henderson AAA CLO ETF (JAAA)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 80.00% | 80.00% | 100.00% | 100.00% |
| Median Return | 0.84% | 1.48% | 1.37% | 1.79% |
| Average Return | 1.10% | 1.05% | 1.13% | 1.10% |
| Maximum Gain | 1.94% | 2.19% | 2.57% | 2.18% |
| Gain Year | 2024 | 2023 | 2023 | 2023 |
| Maximum Loss | -0.20% | -1.99% | 0.39% | 0.16% |
| Loss Year | 2022 | 2022 | 2021 | 2021 |
| Based on the past 5 years (2021-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 90.00% | 90.00% | 80.00% | 100.00% |
| Median Return | 1.38% | 1.43% | 1.12% | 1.50% |
| Average Return | 1.10% | 1.09% | 1.08% | 1.12% |
| Maximum Gain | 2.18% | 2.57% | 2.19% | 2.57% |
| Gain Year | 2023 | 2023 | 2023 | 2023 |
| Maximum Loss | -0.20% | -1.99% | -1.99% | 0.16% |
| Loss Year | 2022 | 2022 | 2022 | 2021 |
| Based on the past 5 years (2021-2025) | ||||