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JFIVX: John Hancock Variable Insurance Trust 50 (MUTUAL FUND)
Basic Info 54.81 0.1(0.18%) May 10
Asset Class: | Bank Loan |
MyPlanIQ Rating: | (79%) |
Start Date: | 11/02/2012 |
Last Dividend Date: | 10/24/2023 |
12-Mo. Yield | 2.76% |
Expenses | 0.73% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/02/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 9.9 | 27.8 | 9.0 | 14.2 | 12.3 | 13.4 | 25.9 | -18.3 | 28.3 | 18.0 | 31.1 | -4.7 | 21.5 | 11.6 | 1.1 | 11.4 | 29.6 | 0.7 |
Sharpe Ratio | NA | 2.25 | 2.07 | 0.39 | 0.59 | 0.63 | 0.73 | 1.67 | -0.82 | 2.16 | 0.51 | 2.38 | -0.35 | 3.15 | 0.87 | 0.07 | 0.99 | 2.64 | 0.35 |
Draw Down(%) | NA | 5.4 | 10.0 | 24.7 | 33.8 | 33.8 | 33.8 | 10.0 | 24.7 | 5.2 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.1 | 8.2 | 5.6 | 5.1 |
Standard Deviation(%) | NA | 11.7 | 11.6 | 17.4 | 21.4 | 17.8 | 17.1 | 13.1 | 24.2 | 13.1 | 34.7 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.5 | 11.2 | 13.6 |
Treynor Ratio | NA | 0.65 | 0.36 | 0.06 | 0.11 | 0.23 | 0.3 | 0.68 | -0.09 | 3.16 | 0.1 | -0.13 | 0.02 | -0.17 | -0.07 | -0.01 | -0.05 | -1.71 | -0.02 |
Alpha | NA | 0.09 | 0.08 | 0.04 | 0.05 | 0.05 | 0.05 | 0.08 | -0.01 | 0.1 | 0.05 | 0.14 | -0.02 | 0.08 | 0.06 | 0.02 | 0.06 | 0.11 | 0.04 |
Beta | NA | 0.4 | 0.67 | 1.16 | 1.12 | 0.48 | 0.42 | 0.32 | 2.28 | 0.09 | 1.75 | -2.36 | -2.7 | -1.24 | -1.56 | -1.84 | -2.19 | -0.17 | -2.72 |
RSquared | NA | 0.01 | 0.03 | 0.05 | 0.02 | 0.0 | 0.0 | 0.01 | 0.12 | 0.0 | 0.02 | 0.11 | 0.05 | 0.06 | 0.04 | 0.04 | 0.07 | 0.0 | 0.07 |
Yield(%) | N/A | 0.0 | 2.8 | 4.2 | 5.0 | 5.1 | N/A | 3.0 | 4.0 | 6.4 | 3.8 | 3.8 | 3.0 | 3.3 | 3.5 | 2.7 | 1.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -42.4 | 70.0 | 130.0 | N/A | N/A | -42.2 | -22.1 | 85.6 | 29.2 | 16.5 | 7.8 | 3.4 | 26.1 | 122.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2012
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