Find A Portfolio/Ticker
Comparison Box
JEACX: John Hancock Var Ins Tr All Cap Core Tru (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/15/1996 |
Last Dividend Date: | 04/26/2017 |
12-Mo. Yield | 1.04% |
Expenses | 0.86% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/28/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/15/1996 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -14.2 | -10.2 | 0.4 | 9.0 | 4.4 | 7.7 | 3.2 | 4.4 | -9.7 | 10.6 | 2.6 | 9.6 | 34.3 | 16.6 | 0.4 | 13.0 | 28.5 | -39.7 | 2.7 | 14.0 | 9.1 | 16.3 | 31.5 | -25.2 | -21.4 | -34.0 | 31.1 | 19.1 | 25.3 | 9.8 |
Sharpe Ratio | NA | -0.66 | 0.01 | 0.6 | 0.19 | NA | NA | 0.14 | -0.63 | 0.71 | 0.16 | 0.7 | 2.6 | 1.17 | 0.01 | 0.66 | 1.0 | -0.96 | -0.02 | 0.94 | 0.6 | 1.29 | 1.89 | -0.96 | -0.79 | -1.11 | 1.28 | 0.78 | 1.26 | 1.56 |
Draw Down(%) | NA | 14.5 | 18.3 | 18.3 | 54.6 | NA | NA | 69.0 | 14.5 | 13.3 | 12.0 | 9.7 | 6.6 | 10.9 | 22.4 | 17.9 | 27.2 | 51.5 | 11.5 | 9.3 | 6.9 | 7.5 | 12.7 | 34.3 | 41.1 | 43.4 | 13.5 | 25.4 | 11.2 | 5.1 |
Standard Deviation(%) | NA | 16.3 | 15.6 | 14.8 | 22.2 | NA | NA | 21.6 | 16.4 | 14.6 | 16.0 | 13.7 | 13.2 | 14.3 | 25.5 | 19.5 | 28.5 | 42.3 | 16.8 | 11.4 | 11.4 | 11.9 | 16.3 | 27.4 | 30.6 | 34.2 | 21.8 | 20.2 | 17.2 | 12.0 |
Treynor Ratio | NA | -0.27 | 0.0 | 0.09 | 0.04 | NA | NA | 0.03 | -0.26 | 0.1 | 0.03 | 0.08 | 0.3 | 0.24 | 0.0 | 0.12 | 0.27 | -0.4 | 0.0 | 0.1 | 0.06 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.07 | -0.04 | -0.03 | -0.01 | NA | NA | 0.0 | -0.07 | -0.01 | 0.01 | -0.02 | -0.01 | 0.02 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.03 | 0.0 | -0.01 | -0.03 | -0.09 | 0.01 | -0.01 | -0.02 | -0.06 |
Beta | NA | 0.41 | 0.97 | 1.03 | 1.03 | NA | NA | 1.03 | 0.4 | 1.07 | 1.0 | 1.15 | 1.14 | 0.7 | 1.07 | 1.07 | 1.04 | 1.02 | 1.04 | 1.1 | 1.09 | 1.06 | 0.97 | 1.07 | 1.31 | 1.3 | 1.18 | 0.98 | 0.99 | 1.01 |
RSquared | NA | 0.03 | 0.61 | 0.72 | 0.9 | NA | NA | 0.51 | 0.03 | 0.95 | 0.94 | 0.93 | 0.93 | 0.39 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.0 | 1.3 | 1.8 | 1.3 | 2.0 | 0.9 | N/A | 1.1 | 1.8 | 1.0 | 1.0 | 1.5 | 1.2 | 1.0 | 1.1 | 1.7 | 1.3 | 1.5 | 0.0 | 0.8 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -36.7 | 44.1 | 62.5 | 454.8 | N/A | N/A | N/A | -36.0 | 85.2 | 8.0 | -13.8 | 45.0 | 17.6 | 6.2 | -23.8 | -16.0 | -13.8 | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500® Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR® Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. Earnings 500 Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (95%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)