Find A Portfolio/Ticker
Comparison Box
JHBCX: JHFunds2 Blue Chip Growth NAV (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/19/2005 |
Last Dividend Date: | 12/22/2011 |
12-Mo. Yield | 0.00% |
Expenses | 0.78% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/19/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.1 | -12.6 | 6.0 | 2.6 | 3.9 | -2.1 | 7.0 | 1.4 | 16.3 | 42.7 | -42.6 | 12.7 | 9.6 | 5.9 |
Sharpe Ratio | NA | -1.5 | 0.31 | 0.09 | 0.12 | -2.0 | 0.7 | 0.05 | 0.81 | 1.6 | -1.06 | 0.57 | 0.55 | 2.88 |
Draw Down(%) | NA | 12.8 | 19.2 | 50.4 | 54.5 | 2.1 | 11.3 | 19.2 | 17.1 | 18.4 | 52.1 | 9.4 | 9.2 | 2.2 |
Standard Deviation(%) | NA | 8.5 | 19.4 | 26.4 | 23.3 | 4.5 | 10.1 | 25.7 | 20.1 | 26.6 | 40.8 | 17.0 | 11.5 | 10.8 |
Treynor Ratio | NA | -0.4 | 0.07 | 0.02 | 0.03 | -1.35 | 0.15 | 0.01 | 0.16 | 0.4 | -0.4 | 0.1 | 0.07 | 0.38 |
Alpha | NA | -0.07 | -0.03 | -0.05 | -0.01 | -0.05 | 0.0 | 0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.03 | 0.0 |
Beta | NA | 0.31 | 0.88 | 1.0 | 0.99 | 0.07 | 0.46 | 0.96 | 1.03 | 1.07 | 1.08 | 1.02 | 0.86 | 0.82 |
RSquared | NA | 0.29 | 0.86 | 0.93 | 0.93 | 0.03 | 0.44 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 | 0.94 | 0.82 |
Yield(%) | N/A | 0.0 | 0.1 | 0.1 | N/A | 0.0 | 0.0 | 0.1 | 0.1 | 0.2 | 0.2 | 1.0 | 0.5 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -84.4 | N/A | N/A | N/A | -100.0 | 200.0 | -50.0 | -60.0 | -73.7 | 111.1 | 350.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- GAM (General American Investors Closed Fund) (89%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (87%)
- FXBY (Foxby Corp) (77%)
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (64%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (62%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (30%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (5%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (5%)
- HEQ (John Hancock Hedged Equity & Income Fund) (5%)