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JHNIX: JHancock Classic Value II Inst (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/12/2006 |
| Last Dividend Date: | 07/08/2009 |
| 12-Mo. Yield | 2.60% |
| Expenses | - |
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Performance Analytics (As of 08/21/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 07/12/2006 |
2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -29.8 | -19.2 | -17.5 | 5.1 | -47.6 | -13.6 | 15.5 |
| Sharpe Ratio | NA | -0.55 | -0.57 | -0.54 | 0.19 | -0.96 | -0.9 | 4.07 |
| Draw Down(%) | NA | 57.4 | 71.9 | 71.9 | 36.8 | 60.5 | 22.9 | 2.1 |
| Standard Deviation(%) | NA | 54.6 | 36.4 | 35.8 | 40.8 | 50.5 | 18.5 | 8.0 |
| Treynor Ratio | NA | -0.26 | -0.18 | -0.17 | 0.07 | -0.41 | -0.16 | 0.38 |
| Alpha | NA | -0.04 | -0.05 | -0.05 | -0.07 | -0.03 | -0.08 | 0.03 |
| Beta | NA | 1.16 | 1.17 | 1.17 | 1.2 | 1.18 | 1.07 | 0.86 |
| RSquared | NA | 0.93 | 0.9 | 0.9 | 0.89 | 0.92 | 0.86 | 0.85 |
| Yield(%) | N/A | 2.6 | 1.4 | N/A | 0.8 | 1.7 | 1.5 | 0.6 |
| Dividend Growth(%) | N/A | 15.4 | N/A | N/A | -76.0 | -6.9 | 185.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2006
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