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JAANX: JHancock Multi-Index 2065 Preservation Portfolio Class R2 (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 | 1.32% |
Expenses | 0.38% |
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Performance Analytics (As of 11/27/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 3.9 | 0.7 | 3.5 | 6.9 | -19.4 | 15.1 | 12.6 |
Sharpe Ratio | NA | -0.03 | -0.08 | 0.13 | 0.35 | -1.09 | 1.41 | 4.78 |
Draw Down(%) | NA | 7.3 | 26.5 | 26.5 | 7.3 | 26.1 | 4.7 | 5.8 |
Standard Deviation(%) | NA | 10.4 | 13.8 | 13.8 | 9.6 | 19.1 | 10.7 | 12.5 |
Treynor Ratio | NA | -0.01 | -0.02 | 0.03 | 0.06 | -0.28 | 0.2 | 0.78 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | 0.02 |
Beta | NA | 0.56 | 0.71 | 0.71 | 0.52 | 0.74 | 0.75 | 0.76 |
RSquared | NA | 0.63 | 0.87 | 0.88 | 0.56 | 0.95 | 0.92 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | 0.2 | 1.1 | 2.8 | 1.3 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -85.7 | -56.2 | 146.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2020
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