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JABEX: JHancock Multimanager 2065 Lifetime Portfolio Class R6 (MUTUAL FUND)
Basic Info 12.05 0.01(0.08%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (11%) |
Start Date: | 09/30/2020 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.20% |
Expenses | 0.64% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 09/30/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.6 | 3.1 | 14.2 | 1.2 | 8.3 | 18.8 | -19.5 | 16.0 | 16.0 |
Sharpe Ratio | NA | 1.51 | 1.26 | 0.01 | 0.45 | 1.2 | -0.95 | 1.23 | 5.47 |
Draw Down(%) | NA | 2.7 | 11.6 | 28.0 | 28.0 | 11.6 | 26.8 | 6.0 | 6.2 |
Standard Deviation(%) | NA | 10.7 | 11.3 | 16.0 | 15.8 | 12.2 | 22.0 | 12.9 | 14.5 |
Treynor Ratio | NA | 0.18 | 0.16 | 0.0 | 0.08 | 0.17 | -0.24 | 0.18 | 0.89 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | 0.04 |
Beta | NA | 0.87 | 0.88 | 0.86 | 0.87 | 0.85 | 0.86 | 0.9 | 0.89 |
RSquared | NA | 0.93 | 0.89 | 0.94 | 0.94 | 0.89 | 0.96 | 0.91 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2020
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