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JCPAX: JHancock3 Small Cap Opps A (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2010 |
| Last Dividend Date: | 12/17/2012 |
| 12-Mo. Yield | 3.29% |
| Expenses | 3.60% |
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Performance Analytics (As of 11/27/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/01/2010 |
2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 21.6 | 10.2 | 11.3 | 15.8 | 12.5 | -7.8 | 23.1 |
| Sharpe Ratio | NA | 1.57 | 0.44 | 0.47 | 1.29 | 0.71 | -0.24 | 1.23 |
| Draw Down(%) | NA | 6.9 | 33.7 | 33.7 | 6.9 | 15.0 | 33.7 | 20.5 |
| Standard Deviation(%) | NA | 13.8 | 23.1 | 23.7 | 13.5 | 17.7 | 32.7 | 25.8 |
| Treynor Ratio | NA | 0.32 | 0.11 | 0.12 | 0.27 | 0.13 | -0.08 | 0.32 |
| Alpha | NA | -0.02 | -0.05 | -0.03 | -0.02 | -0.02 | -0.03 | 0.02 |
| Beta | NA | 0.68 | 0.95 | 0.95 | 0.65 | 0.99 | 0.99 | 0.98 |
| RSquared | NA | 0.52 | 0.88 | 0.9 | 0.51 | 0.92 | 0.95 | 0.94 |
| Yield(%) | N/A | 3.3 | 12.0 | N/A | 0.0 | 3.5 | 21.3 | 13.9 |
| Dividend Growth(%) | N/A | -88.6 | N/A | N/A | -100.0 | -88.6 | 68.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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