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JAAFX: JHancock Multi-Index 2065 Lifetime Portfolio Class 1 (MUTUAL FUND)
Basic Info 13.13 0.14(1.08%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (7%) |
Start Date: | 09/30/2020 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.49% |
Expenses | 0.36% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 3.8 | 15.5 | 3.0 | 8.6 | 18.4 | -18.0 | 18.5 | 14.5 |
Sharpe Ratio | NA | 0.21 | 0.8 | 0.0 | 0.44 | 1.17 | -0.91 | 1.51 | 4.9 |
Draw Down(%) | NA | 5.2 | 11.6 | 25.7 | 25.7 | 11.6 | 25.5 | 5.2 | 6.4 |
Standard Deviation(%) | NA | 10.4 | 11.3 | 15.6 | 15.4 | 12.2 | 21.4 | 12.3 | 14.4 |
Treynor Ratio | NA | 0.03 | 0.1 | 0.0 | 0.08 | 0.17 | -0.23 | 0.21 | 0.8 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.02 |
Beta | NA | 0.85 | 0.88 | 0.85 | 0.85 | 0.86 | 0.85 | 0.86 | 0.88 |
RSquared | NA | 0.92 | 0.9 | 0.95 | 0.95 | 0.91 | 0.97 | 0.93 | 0.97 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | 2.4 | 1.3 | 2.8 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | 52.9 | -46.9 | 220.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2020
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