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JAAJX: JHancock Multi-Index 2065 Lifetime Portfolio Class R4 (MUTUAL FUND)
Basic Info 12.94 0.05(0.38%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (11%) |
Start Date: | 09/30/2020 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.32% |
Expenses | 0.36% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 09/30/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.0 | 2.2 | 13.1 | 2.3 | 8.6 | 18.1 | -18.1 | 18.3 | 14.5 |
Sharpe Ratio | NA | 1.17 | 1.14 | 0.07 | 0.48 | 1.14 | -0.91 | 1.49 | 4.94 |
Draw Down(%) | NA | 2.8 | 11.7 | 25.8 | 25.8 | 11.7 | 25.6 | 5.2 | 6.4 |
Standard Deviation(%) | NA | 10.5 | 11.2 | 15.6 | 15.4 | 12.2 | 21.4 | 12.3 | 14.2 |
Treynor Ratio | NA | 0.14 | 0.15 | 0.01 | 0.09 | 0.16 | -0.23 | 0.21 | 0.81 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.02 |
Beta | NA | 0.86 | 0.87 | 0.85 | 0.85 | 0.85 | 0.85 | 0.86 | 0.87 |
RSquared | NA | 0.93 | 0.88 | 0.94 | 0.95 | 0.89 | 0.97 | 0.93 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2020
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