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JHUPX: U.S. EQUITY FUND (FKA U.S. MULTI SECTOR FUND) CLASS 1 (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/08/2012 |
Last Dividend Date: | 04/10/2019 |
12-Mo. Yield | 0.15% |
Expenses | 0.84% |
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Performance Analytics (As of 12/30/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/08/2012 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 20.3 | 17.3 | 7.7 | 10.8 | 19.0 | 4.5 | 29.8 | -9.4 | 0.3 | 10.9 | 28.1 | 4.7 |
Sharpe Ratio | NA | 2.41 | 1.2 | 0.47 | 0.75 | 2.27 | 0.16 | 3.27 | -0.51 | 0.02 | 1.02 | 2.82 | 0.65 |
Draw Down(%) | NA | 3.1 | 20.6 | 20.6 | 20.6 | 3.1 | 20.6 | 2.9 | 18.4 | 12.8 | 6.1 | 4.8 | 7.6 |
Standard Deviation(%) | NA | 7.9 | 13.5 | 15.0 | 13.7 | 7.8 | 20.0 | 9.0 | 18.9 | 15.1 | 10.6 | 10.0 | 11.4 |
Treynor Ratio | NA | 0.57 | 0.19 | 0.08 | 0.12 | 0.54 | 0.03 | 0.26 | -0.11 | 0.0 | 0.12 | 0.33 | 0.09 |
Alpha | NA | 0.03 | 0.02 | -0.01 | -0.01 | 0.03 | 0.04 | 0.02 | -0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.33 | 0.87 | 0.9 | 0.89 | 0.33 | 1.13 | 1.11 | 0.91 | 0.96 | 0.9 | 0.86 | 0.81 |
RSquared | NA | 0.28 | 0.69 | 0.66 | 0.72 | 0.28 | 0.92 | 0.69 | 0.43 | 0.97 | 0.94 | 0.93 | 0.94 |
Yield(%) | N/A | 0.1 | 3.3 | 6.1 | N/A | 0.1 | 3.6 | 5.2 | 9.0 | 16.7 | 18.8 | 14.9 | 1.6 |
Dividend Growth(%) | N/A | -95.9 | -84.6 | N/A | N/A | -95.9 | -14.3 | -51.5 | -55.4 | -17.2 | 37.5 | 856.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2012
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