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JEMUX: John Hancock Variable InsuranceTr Mid Va (MUTUAL FUND)
Basic Info 10.76 0.14(1.32%) July 01
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 02/16/2006 |
| Last Dividend Date: | 10/24/2024 |
| 12-Mo. Yield | 0.37% |
| Expenses | 1.06% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/16/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | -0.9 | 1.3 | 0.1 | 6.3 | 4.7 | 8.3 | 4.6 | 10.4 | 0.4 | -16.1 | 18.7 | 6.9 | 19.5 | -10.9 | 11.4 | 24.0 | -3.0 | 10.6 | 31.4 | 19.5 | -5.1 | 13.5 | 45.4 | -37.0 | -21.8 | 5.7 |
| Sharpe Ratio | NA | -0.32 | -0.15 | -0.17 | 0.22 | 0.16 | NA | 0.16 | 0.26 | -0.17 | -0.73 | 1.13 | 0.17 | 1.5 | -0.93 | 1.37 | 1.55 | -0.22 | 0.96 | 2.75 | 1.35 | -0.21 | 0.43 | 1.5 | -1.01 | -1.1 | 0.24 |
| Draw Down(%) | NA | 20.2 | 22.5 | 29.7 | 35.0 | 39.4 | NA | 64.4 | 8.2 | 27.2 | 25.3 | 11.2 | 39.4 | 8.2 | 19.2 | 4.8 | 9.3 | 12.9 | 9.4 | 5.9 | 9.6 | 22.4 | 24.3 | 26.8 | 48.9 | 26.6 | 13.1 |
| Standard Deviation(%) | NA | 23.9 | 20.3 | 21.4 | 20.4 | 20.2 | NA | 21.7 | 14.4 | 22.9 | 24.2 | 16.5 | 38.0 | 12.1 | 13.2 | 7.9 | 15.4 | 13.7 | 11.0 | 11.4 | 14.6 | 23.8 | 30.9 | 30.2 | 37.5 | 22.6 | 13.8 |
| Treynor Ratio | NA | -0.07 | -0.03 | -0.04 | 0.05 | 0.03 | NA | 0.04 | 0.04 | -0.04 | -0.19 | 0.19 | 0.07 | 0.19 | -0.14 | 0.12 | 0.24 | -0.03 | 0.12 | 0.35 | 0.33 | -0.06 | 0.17 | 0.54 | -0.45 | -0.3 | 0.04 |
| Alpha | NA | -0.04 | -0.04 | -0.04 | -0.03 | -0.01 | NA | -0.01 | -0.01 | -0.03 | -0.04 | -0.03 | 0.02 | -0.02 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 | -0.01 | 0.04 | -0.02 | 0.0 | 0.04 | -0.04 | -0.08 | -0.02 |
| Beta | NA | 1.13 | 1.12 | 1.02 | 0.99 | 0.94 | NA | 0.88 | 1.07 | 1.01 | 0.91 | 0.97 | 0.92 | 0.93 | 0.85 | 0.89 | 0.98 | 0.89 | 0.92 | 0.91 | 0.59 | 0.9 | 0.78 | 0.83 | 0.84 | 0.83 | 0.94 |
| RSquared | NA | 0.93 | 0.87 | 0.62 | 0.71 | 0.83 | NA | 0.77 | 0.77 | 0.46 | 0.67 | 0.83 | 0.96 | 0.91 | 0.93 | 0.84 | 0.93 | 0.96 | 0.93 | 0.94 | 0.31 | 0.98 | 0.29 | 0.98 | 0.97 | 0.39 | 0.12 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.8 | 1.3 | 5.9 | 8.7 | N/A | 0.4 | 1.2 | 0.8 | 1.2 | 1.6 | 15.6 | 8.7 | 10.6 | 14.8 | 19.3 | 10.9 | 9.1 | 9.4 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -68.0 | -85.0 | -93.3 | N/A | N/A | N/A | -68.0 | 19.6 | -12.8 | -23.5 | -89.7 | 45.2 | -17.7 | -20.9 | -41.9 | 78.1 | 42.3 | 6.5 | 1436.9 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/16/2006
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See MID-CAP VALUE Asset Class Trend Rankings |
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