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JAALX: JHancock Multi-Index 2065 Preservation Portfolio Class 1 (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/30/2020 |
Last Dividend Date: | 07/10/2023 |
12-Mo. Yield | 1.51% |
Expenses | 0.38% |
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Performance Analytics (As of 10/16/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 22.3 | 4.5 | 5.5 | 12.1 | -19.2 | 15.2 | 12.7 |
Sharpe Ratio | NA | 1.53 | 0.21 | 0.28 | 1.22 | -1.08 | 1.43 | 4.8 |
Draw Down(%) | NA | 7.3 | 26.4 | 26.4 | 7.3 | 26.0 | 4.7 | 5.8 |
Standard Deviation(%) | NA | 12.0 | 14.0 | 13.9 | 9.3 | 19.1 | 10.7 | 12.5 |
Treynor Ratio | NA | 0.28 | 0.04 | 0.05 | 0.2 | -0.28 | 0.2 | 0.78 |
Alpha | NA | 0.02 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | 0.02 |
Beta | NA | 0.65 | 0.72 | 0.72 | 0.56 | 0.75 | 0.74 | 0.76 |
RSquared | NA | 0.79 | 0.9 | 0.9 | 0.68 | 0.95 | 0.92 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2020
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