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JIHLX: JHFunds2 US High Yield Bd 1 (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/17/2005 |
Last Dividend Date: | 03/25/2021 |
12-Mo. Yield | 4.96% |
Expenses | 0.86% |
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Performance Analytics (As of 12/30/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/18/2005 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -66.4 | -26.1 | -15.7 | -5.4 | -1.5 | -0.7 | -66.5 | 6.8 | 12.7 | -2.1 | 7.7 | 14.7 | -4.3 | 4.1 | 5.1 | 12.6 | 5.0 | 11.7 | 45.4 | -20.7 | 2.9 | 9.5 | 1.7 |
Sharpe Ratio | NA | -0.6 | -0.41 | -0.33 | -0.16 | NA | -0.05 | -0.6 | 0.66 | 4.91 | -1.29 | 3.73 | 3.15 | -1.26 | 1.49 | 2.08 | 6.21 | 1.25 | 3.64 | 8.02 | -2.51 | -0.03 | 2.15 | 3.85 |
Draw Down(%) | NA | 67.1 | 67.1 | 67.1 | 67.1 | NA | 67.1 | 67.1 | 19.0 | 0.8 | 4.8 | 1.8 | 4.7 | 8.7 | 4.1 | 4.3 | 1.9 | 7.1 | 3.8 | 6.1 | 27.4 | 4.6 | 1.7 | 0.5 |
Standard Deviation(%) | NA | 111.5 | 64.5 | 50.0 | 35.4 | NA | 28.0 | 111.7 | 9.9 | 2.3 | 2.6 | 1.9 | 4.6 | 3.5 | 2.8 | 2.4 | 2.0 | 4.0 | 3.2 | 5.7 | 8.6 | 2.6 | 2.9 | 1.5 |
Treynor Ratio | NA | -0.17 | -0.26 | -0.18 | -0.07 | NA | -0.02 | -0.17 | 0.07 | 0.22 | -0.06 | 0.17 | 0.18 | -0.06 | 0.07 | 0.09 | 0.31 | 0.08 | 0.23 | 0.6 | -0.25 | 0.0 | 0.26 | 0.32 |
Alpha | NA | -0.33 | -0.1 | -0.05 | -0.02 | NA | -0.01 | -0.33 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | -0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | 0.05 | -0.01 | 0.0 | 0.02 | 0.02 |
Beta | NA | 3.95 | 1.01 | 0.93 | 0.85 | NA | 0.79 | 4.01 | 0.89 | 0.51 | 0.53 | 0.43 | 0.8 | 0.72 | 0.63 | 0.56 | 0.41 | 0.65 | 0.52 | 0.76 | 0.85 | 0.48 | 0.24 | 0.18 |
RSquared | NA | 0.02 | 0.03 | 0.03 | 0.03 | NA | 0.05 | 0.02 | 0.91 | 0.56 | 0.55 | 0.41 | 0.78 | 0.67 | 0.62 | 0.56 | 0.4 | 0.74 | 0.51 | 0.68 | 0.78 | 0.56 | 0.05 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/18/2005
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