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JECIX: John Hancock Var Ins Tr Mid Cap Index Tr (MUTUAL FUND)
Basic Info 20.23 0.19(0.95%) April 22
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (79%) |
Start Date: | 05/01/2000 |
Last Dividend Date: | 10/24/2023 |
12-Mo. Yield | 6.22% |
Expenses | 0.54% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/01/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 3.2 | 15.9 | 3.7 | 9.3 | 9.1 | 12.8 | 7.5 | 7.2 | 16.1 | -13.0 | 24.2 | 12.9 | 25.6 | -11.5 | 15.8 | 20.1 | -2.3 | 9.3 | 33.0 | 17.5 | 4.8 | 16.4 | 33.3 | -38.7 | -7.6 | 4.4 | 8.2 | 15.7 | 34.6 | -15.6 | -2.4 | 5.0 |
Sharpe Ratio | NA | 0.27 | 0.66 | 0.03 | 0.29 | 0.38 | NA | NA | 0.27 | 0.68 | -0.56 | 1.16 | 0.31 | 1.68 | -0.79 | 1.57 | 1.27 | -0.16 | 0.72 | 2.49 | 1.14 | 0.16 | 0.78 | 1.03 | -0.91 | -0.53 | 0.07 | 0.47 | 1.1 | 2.07 | -0.67 | -0.21 | 0.14 |
Draw Down(%) | NA | 7.2 | 14.4 | 25.9 | 42.1 | 42.1 | NA | NA | 62.1 | 14.4 | 22.8 | 10.9 | 42.1 | 8.5 | 23.2 | 5.5 | 11.3 | 12.6 | 10.6 | 7.2 | 10.7 | 26.3 | 17.9 | 27.4 | 53.2 | 18.3 | 15.1 | 11.1 | 10.8 | 13.6 | 32.1 | 25.8 | 12.1 |
Standard Deviation(%) | NA | 14.6 | 16.0 | 21.1 | 25.7 | 20.7 | NA | NA | 22.2 | 17.5 | 25.8 | 20.8 | 41.2 | 14.4 | 16.2 | 9.7 | 15.8 | 15.0 | 13.0 | 13.2 | 15.4 | 29.9 | 20.8 | 32.1 | 43.3 | 20.1 | 15.0 | 12.9 | 13.4 | 16.3 | 25.1 | 23.0 | 23.8 |
Treynor Ratio | NA | 0.03 | 0.09 | 0.01 | 0.07 | 0.08 | NA | NA | 0.06 | 0.11 | -0.15 | 0.22 | 0.12 | 0.22 | -0.13 | 0.13 | 0.2 | -0.02 | 0.09 | 0.32 | 0.25 | 0.04 | 0.17 | 0.34 | -0.41 | -0.11 | 0.01 | 0.06 | 0.14 | 0.34 | -0.17 | -0.05 | 0.04 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.03 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.02 | -0.01 | 0.03 | 0.03 | -0.03 | -0.02 | 0.01 | -0.05 | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.03 |
Beta | NA | 1.17 | 1.13 | 1.03 | 1.07 | 1.05 | NA | NA | 0.99 | 1.08 | 0.98 | 1.12 | 1.09 | 1.08 | 0.97 | 1.17 | 1.01 | 0.96 | 1.01 | 1.03 | 0.7 | 1.06 | 0.94 | 0.98 | 0.96 | 0.93 | 1.12 | 1.01 | 1.04 | 0.99 | 1.0 | 1.0 | 0.82 |
RSquared | NA | 0.92 | 0.88 | 0.85 | 0.9 | 0.91 | NA | NA | 0.92 | 0.88 | 0.96 | 0.65 | 0.95 | 0.91 | 0.95 | 0.89 | 0.95 | 0.96 | 0.94 | 0.95 | 0.44 | 0.91 | 0.96 | 0.98 | 0.98 | 0.61 | 0.87 | 0.9 | 0.96 | 0.96 | 1.0 | 0.99 | 0.88 |
Yield(%) | N/A | 0.0 | 6.4 | 8.2 | 9.7 | 8.9 | 14.8 | 7.8 | N/A | 6.7 | 13.5 | 7.6 | 11.5 | 11.0 | 8.0 | 7.0 | 11.1 | 9.2 | 7.1 | 7.5 | 12.5 | 3.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -64.3 | -3.6 | 17.4 | 382.4 | N/A | N/A | N/A | -64.3 | 111.3 | -35.4 | 18.8 | 11.9 | 22.5 | -29.8 | 4.9 | 33.1 | 14.9 | -36.5 | 276.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | 50.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2000
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