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JABMX: John Hancock Funds Multi-Index Lifestyle Balanced Portfolio Class A (MUTUAL FUND)
Basic Info 10.89 0.06(0.55%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (6%) |
Start Date: | 05/04/2021 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 1.95% |
Expenses | 0.65% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Inception** | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 1.4 | 10.2 | 0.1 | 12.8 | -15.8 | 5.9 |
Sharpe Ratio | NA | -0.53 | 0.42 | -0.19 | 0.94 | -1.12 | 1.18 |
Draw Down(%) | NA | 4.2 | 9.4 | 22.1 | 9.4 | 21.7 | 3.7 |
Standard Deviation(%) | NA | 7.8 | 8.6 | 11.3 | 9.2 | 15.5 | 7.5 |
Treynor Ratio | NA | -0.07 | 0.06 | -0.04 | 0.14 | -0.29 | 0.16 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 |
Beta | NA | 0.58 | 0.62 | 0.59 | 0.6 | 0.6 | 0.55 |
RSquared | NA | 0.79 | 0.78 | 0.88 | 0.79 | 0.93 | 0.87 |
Yield(%) | N/A | 0.1 | N/A | N/A | 2.6 | 7.8 | 5.9 |
Dividend Growth(%) | N/A | -96.0 | N/A | N/A | -74.7 | 30.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2021
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