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JMBSJanus Henderson Mortgage-Backed Securities ETF

Get income7y track recordRanked #136 of 1,650 in this goal

Seeks a high level of total return consisting of income and capital appreciation.

By Janus Henderson · Launched 2018

Annual Cost

0.21%

#1,002 of 5,853 · low cost

Fund Size

$6.8B

#373 of 5,853 · large

Dividend YieldGoal

5.62%

Track Record

7 years

#1,772 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,441+4.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 57.1% of fundmoderately concentrated

FNMA or FHLMC
20.0%
GNMA
9.2%
FNMA or FHLMC
6.4%
FNMA or FHLMC
4.4%
FNMA or FHLMC
4.0%
FNMA or FHLMC
3.1%
GNMA
3.0%
GNMA
2.5%
GNMA
2.5%
FNMA or FHLMC
2.2%

Asset allocation

Bonds
98.7%
Cash
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.3%Low

Year-on-year price swings

Max drawdown
-16.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.11Below average
Sortino (3Y)
0.15Moderate downside risk

Bond profile

Duration

4.3 years

Avg maturity

9.5 years

Credit ratings

AAA
4.4%
AA
85.6%
A
2.4%
BBB
2.3%
BB
0.9%
B
1.6%
Other
2.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of total return consisting of income and capital appreciation.
Strategy
Actively manages a portfolio primarily invested in mortgage-related instruments, including MBS and other fixed-income securities, predominantly issued by U.S. government agencies. Aims for returns above the Bloomberg US MBS Index while maintaining substantial correlation to it.
Inception date
September 12, 2018
Fund family
Janus Henderson

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Data updated on 2026-08-02