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JMGOX: JHFunds2 Mid Cap Growth Index 1 (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/29/2010 |
Last Dividend Date: | 12/23/2013 |
12-Mo. Yield | 2.98% |
Expenses | 0.65% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 04/29/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.5 | 16.4 | 12.4 | -1.8 | 37.7 | 15.4 | -4.2 | 14.0 |
Sharpe Ratio | NA | 0.37 | 1.16 | 0.64 | -0.22 | 2.84 | 0.97 | -0.15 | 0.86 |
Draw Down(%) | NA | 7.3 | 12.4 | 26.1 | 7.3 | 6.2 | 12.4 | 26.1 | 15.2 |
Standard Deviation(%) | NA | 9.3 | 14.1 | 19.4 | 9.2 | 13.3 | 16.0 | 28.3 | 24.6 |
Treynor Ratio | NA | 0.07 | 0.19 | 0.13 | -0.05 | 0.38 | 0.16 | -0.04 | 0.22 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.03 | 0.02 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.47 | 0.86 | 0.94 | 0.44 | 0.99 | 0.99 | 0.99 | 0.97 |
RSquared | NA | 0.44 | 0.85 | 0.91 | 0.42 | 0.98 | 0.99 | 0.99 | 0.89 |
Yield(%) | N/A | 3.0 | 2.2 | N/A | 0.0 | 3.8 | 0.3 | 1.6 | 0.2 |
Dividend Growth(%) | N/A | 1681.5 | N/A | N/A | -100.0 | 1500.0 | -83.3 | 800.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2010
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