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JAAZX: JHancock Multimanager 2065 Lifetime Portfolio (MUTUAL FUND)
Basic Info 12.17 0.05(0.41%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (11%) |
Start Date: | 09/30/2020 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.98% |
Expenses | 0.64% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 09/30/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 4.2 | 17.7 | 1.3 | 8.3 | 18.5 | -19.6 | 15.7 | 15.9 |
Sharpe Ratio | NA | 0.42 | 0.84 | -0.08 | 0.38 | 1.16 | -0.96 | 1.22 | 5.48 |
Draw Down(%) | NA | 5.3 | 11.7 | 28.2 | 28.2 | 11.7 | 26.9 | 6.0 | 6.2 |
Standard Deviation(%) | NA | 10.7 | 11.4 | 16.0 | 15.8 | 12.3 | 22.0 | 12.9 | 14.4 |
Treynor Ratio | NA | 0.05 | 0.11 | -0.02 | 0.07 | 0.17 | -0.24 | 0.18 | 0.9 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | 0.04 |
Beta | NA | 0.87 | 0.88 | 0.87 | 0.87 | 0.85 | 0.87 | 0.89 | 0.88 |
RSquared | NA | 0.94 | 0.88 | 0.93 | 0.94 | 0.88 | 0.96 | 0.91 | 0.96 |
Yield(%) | N/A | 0.0 | 3.8 | 3.3 | N/A | 4.0 | 3.3 | 3.7 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -6.8 | N/A | N/A | -6.8 | 0.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2020
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