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JHADX: JHFunds2 Active Bond NAV (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/03/2005 |
Last Dividend Date: | 03/27/2012 |
12-Mo. Yield | 1.06% |
Expenses | 0.64% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/03/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -29.1 | -28.1 | -5.8 | -0.4 | 0.9 | -29.1 | 3.8 | 5.6 | 11.5 | 22.7 | -8.1 | 4.6 | 4.1 | 0.8 |
Sharpe Ratio | NA | -0.81 | -0.29 | -0.04 | -0.01 | -1.08 | 2.44 | 1.45 | 3.1 | 5.05 | -1.59 | 0.5 | 0.31 | 0.93 |
Draw Down(%) | NA | 29.3 | 29.3 | 29.3 | 29.3 | 29.1 | 0.8 | 2.4 | 2.4 | 2.6 | 12.4 | 2.2 | 2.1 | 0.8 |
Standard Deviation(%) | NA | 34.7 | 20.2 | 15.9 | 13.2 | 71.7 | 1.6 | 3.8 | 3.7 | 4.5 | 5.6 | 3.2 | 2.7 | 3.1 |
Treynor Ratio | NA | -1.2 | -0.1 | -0.01 | 0.0 | 33.44 | 0.13 | 0.08 | 0.18 | 0.4 | -0.15 | 0.03 | 0.01 | 0.05 |
Alpha | NA | -0.12 | -0.03 | -0.01 | -0.01 | -0.5 | 0.0 | 0.0 | 0.02 | 0.04 | -0.02 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.23 | 0.59 | 0.58 | 0.59 | -0.02 | 0.29 | 0.66 | 0.64 | 0.57 | 0.59 | 0.62 | 0.65 | 0.57 |
RSquared | NA | 0.0 | 0.02 | 0.06 | 0.08 | 0.0 | 0.33 | 0.72 | 0.8 | 0.78 | 0.66 | 0.79 | 0.73 | 0.47 |
Yield(%) | N/A | 1.1 | 4.0 | 5.0 | N/A | 0.0 | 1.1 | 6.4 | 5.7 | 5.9 | 5.6 | 4.2 | 5.5 | 0.0 |
Dividend Growth(%) | N/A | -79.7 | -27.4 | N/A | N/A | -100.0 | -83.1 | 18.2 | 14.6 | -11.1 | 35.0 | -24.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2005
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