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JAAUX: JHancock Multi-Index 2065 Preservation Portfolio Class R6 (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 | 1.55% |
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 | 4.0 | 0.9 | 3.8 | 7.0 | -19.2 | 15.4 | 12.7 |
Sharpe Ratio | NA | -0.02 | -0.06 | 0.15 | 0.37 | -1.09 | 1.44 | 4.81 |
Draw Down(%) | NA | 7.4 | 26.3 | 26.3 | 7.4 | 25.9 | 4.7 | 5.8 |
Standard Deviation(%) | NA | 10.3 | 13.7 | 13.8 | 9.5 | 19.0 | 10.7 | 12.4 |
Treynor Ratio | NA | 0.0 | -0.01 | 0.03 | 0.07 | -0.28 | 0.21 | 0.79 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | 0.02 |
Beta | NA | 0.55 | 0.7 | 0.71 | 0.51 | 0.74 | 0.74 | 0.76 |
RSquared | NA | 0.62 | 0.87 | 0.87 | 0.55 | 0.95 | 0.92 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | 0.4 | 1.3 | 3.1 | 1.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -76.5 | -51.4 | 150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2020
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