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JGAOX: JHVIT Core Allocation Plus Trust Ser I (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/10/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.04% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 04/10/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -8.1 | -1.3 | -3.6 | 0.0 | 1.4 | -9.0 | 7.5 | 19.2 | -29.5 |
Sharpe Ratio | NA | -1.66 | -0.11 | -0.21 | NA | 0.21 | -0.5 | 0.58 | 0.98 | -1.21 |
Draw Down(%) | NA | 8.1 | 19.5 | 43.1 | 0.0 | 8.1 | 19.5 | 10.7 | 18.2 | 43.1 |
Standard Deviation(%) | NA | 4.9 | 13.0 | 18.4 | 0.0 | 6.5 | 17.9 | 12.8 | 19.5 | 32.0 |
Treynor Ratio | NA | -0.25 | -0.01 | -0.03 | 0.0 | 0.03 | -0.09 | 0.06 | 0.17 | -0.33 |
Alpha | NA | -0.05 | -0.05 | -0.05 | 0.0 | -0.02 | -0.05 | -0.03 | -0.01 | -0.04 |
Beta | NA | 0.33 | 0.98 | 1.11 | 0.0 | 0.54 | 1.06 | 1.17 | 1.12 | 1.19 |
RSquared | NA | 0.25 | 0.65 | 0.84 | 0.0 | 0.37 | 0.64 | 0.94 | 0.89 | 0.96 |
Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 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 04/10/2008
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