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JABQX: John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio Class A (MUTUAL FUND)
Basic Info 12.15 0.01(0.08%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/04/2021 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.92% |
Expenses | 0.66% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Inception** | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.6 | 1.6 | 11.6 | 2.6 | 16.7 | -17.6 | 7.9 |
Sharpe Ratio | NA | 0.98 | 1.0 | 0.02 | 1.0 | -0.87 | 1.01 |
Draw Down(%) | NA | 3.0 | 12.1 | 25.5 | 12.1 | 25.3 | 5.6 |
Standard Deviation(%) | NA | 10.5 | 11.5 | 16.1 | 12.6 | 21.8 | 12.0 |
Treynor Ratio | NA | 0.12 | 0.13 | 0.0 | 0.14 | -0.22 | 0.14 |
Alpha | NA | -0.03 | -0.03 | -0.02 | -0.02 | 0.0 | -0.02 |
Beta | NA | 0.84 | 0.89 | 0.86 | 0.88 | 0.86 | 0.89 |
RSquared | NA | 0.9 | 0.88 | 0.94 | 0.89 | 0.97 | 0.91 |
Yield(%) | N/A | 0.0 | N/A | N/A | 1.8 | 9.6 | 7.4 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -86.1 | 30.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2021
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