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JABDX: JHancock Multimanager 2065 Lifetime Portfolio Class R5 (MUTUAL FUND)
Basic Info 12.51 0.02(0.16%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (11%) |
Start Date: | 09/30/2020 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.02% |
Expenses | 0.64% |
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Performance Analytics (As of 05/03/2024)
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 | 7.1 | 19.6 | 2.5 | 9.3 | 18.7 | -19.4 | 16.0 | 16.0 |
Sharpe Ratio | NA | 1.41 | 1.4 | -0.01 | 0.45 | 1.18 | -0.95 | 1.24 | 5.47 |
Draw Down(%) | NA | 5.3 | 11.7 | 28.0 | 28.0 | 11.7 | 26.8 | 6.0 | 6.2 |
Standard Deviation(%) | NA | 11.2 | 11.5 | 16.1 | 15.9 | 12.4 | 22.0 | 12.9 | 14.5 |
Treynor Ratio | NA | 0.18 | 0.18 | 0.0 | 0.08 | 0.17 | -0.24 | 0.18 | 0.89 |
Alpha | NA | 0.0 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | 0.04 |
Beta | NA | 0.89 | 0.89 | 0.87 | 0.87 | 0.86 | 0.87 | 0.9 | 0.89 |
RSquared | NA | 0.95 | 0.89 | 0.94 | 0.94 | 0.88 | 0.96 | 0.91 | 0.96 |
Yield(%) | N/A | 0.0 | 4.0 | 3.5 | N/A | 4.3 | 3.5 | 4.0 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -5.9 | N/A | N/A | -4.3 | -2.1 | 327.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2020
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