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JADWX: JHT Core Diversified Gr & Inc Ser I (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/01/2010 |
Last Dividend Date: | 12/30/2010 |
12-Mo. Yield | 1.50% |
Expenses | - |
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Performance Analytics (As of 12/09/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 04/01/2010 |
2011 | 2010 | |
---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.7 | 3.9 | 0.0 | 6.7 |
Sharpe Ratio | NA | 0.13 | 0.29 | 0.0 | 0.65 |
Draw Down(%) | NA | 13.2 | 13.2 | 13.2 | 10.1 |
Standard Deviation(%) | NA | 12.7 | 13.3 | 13.0 | 13.7 |
Treynor Ratio | NA | 0.02 | 0.05 | 0.0 | 0.1 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 |
Beta | NA | 0.73 | 0.8 | 0.73 | 0.92 |
RSquared | NA | 0.58 | 0.56 | 0.58 | 0.57 |
Yield(%) | N/A | 1.5 | N/A | 0.0 | 2.0 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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See Moderate Allocation Asset Class Trend Rankings |
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