Find A Portfolio/Ticker
Comparison Box
JSTRX: JOHN HANCOCK INCOME FUND CLASS R1 (MUTUAL FUND)
Basic Info
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/13/2003 |
Last Dividend Date: | 09/30/2020 |
12-Mo. Yield | 1.84% |
Expenses | 1.18% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/17/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/13/2003 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.4 | 3.4 | 3.4 | 3.6 | 4.8 | 5.0 | 4.0 | 9.9 | -3.3 | 3.6 | 2.9 | 0.1 | 3.3 | 1.7 | 11.2 | 1.6 | 14.2 | 29.0 | -11.3 | 5.1 | 4.2 | 2.0 | 7.9 | 6.0 |
Sharpe Ratio | NA | 0.61 | 0.56 | 0.73 | 0.96 | NA | 1.1 | 0.57 | 3.64 | -1.87 | 1.89 | 1.16 | 0.05 | 1.39 | 0.58 | 4.27 | 0.32 | 3.15 | 7.0 | -2.43 | 0.74 | 0.26 | -0.04 | 1.2 | 4.33 |
Draw Down(%) | NA | 12.4 | 12.4 | 12.4 | 12.4 | NA | 15.7 | 12.4 | 1.4 | 4.5 | 0.6 | 2.6 | 2.6 | 2.6 | 5.3 | 2.1 | 8.9 | 4.3 | 3.5 | 15.7 | 1.8 | 2.3 | 2.5 | 6.5 | 0.7 |
Standard Deviation(%) | NA | 6.7 | 4.3 | 3.6 | 3.4 | NA | 3.8 | 6.8 | 2.3 | 2.5 | 1.6 | 2.3 | 2.0 | 2.4 | 2.9 | 2.6 | 4.8 | 4.5 | 4.1 | 5.0 | 2.8 | 3.4 | 3.7 | 5.8 | 3.6 |
Treynor Ratio | NA | 0.07 | 0.05 | 0.06 | 0.14 | NA | 0.14 | 0.06 | 0.2 | -0.27 | 0.14 | 0.07 | 0.01 | -0.63 | 0.08 | -11.95 | -0.07 | -6.55 | 0.99 | -0.29 | 0.06 | 0.02 | 0.0 | 0.1 | 0.62 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.0 | 0.02 | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.01 | 0.05 | 0.09 | -0.06 | 0.0 | 0.0 | 0.0 | 0.02 | 0.05 |
Beta | NA | 0.62 | 0.49 | 0.43 | 0.23 | NA | 0.31 | 0.62 | 0.43 | 0.17 | 0.21 | 0.39 | 0.19 | -0.05 | 0.2 | -0.01 | -0.23 | -0.02 | 0.29 | 0.42 | 0.35 | 0.55 | 0.41 | 0.68 | 0.25 |
RSquared | NA | 0.21 | 0.19 | 0.19 | 0.06 | NA | 0.1 | 0.21 | 0.41 | 0.04 | 0.15 | 0.37 | 0.14 | 0.0 | 0.06 | 0.0 | 0.04 | 0.0 | 0.1 | 0.28 | 0.26 | 0.29 | 0.14 | 0.26 | 0.12 |
Yield(%) | N/A | 1.8 | 2.4 | 2.5 | 3.5 | 4.5 | N/A | 1.6 | 2.6 | 2.7 | 2.7 | 2.6 | 3.0 | 3.6 | 4.2 | 5.5 | 6.0 | 6.7 | 8.5 | 8.1 | 6.1 | 8.2 | 6.6 | 5.0 | 3.6 |
Dividend Growth(%) | N/A | -25.8 | -15.2 | -48.0 | N/A | N/A | N/A | -32.0 | -11.4 | 3.6 | 5.5 | -18.5 | -16.7 | -15.5 | -19.3 | -13.5 | -3.8 | -5.8 | -14.8 | 30.4 | -28.0 | 19.4 | 33.5 | 42.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/13/2003
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 Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND) (89%)
- SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) (88%)
- ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) (87%)
- ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) (86%)
- OSTIX (OSTERWEIS STRATEGIC INCOME FUND INVESTOR CLASS) (86%)
- OSIYX (Oppenheimer Strategic Income Fund Cl Y) (85%)
- RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) (85%)
- FKSAX (FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS) (84%)
- FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) (84%)
- LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income Closed Fund) (100%)
- GOF (Guggenheim Strategic Opportunities Closed Fund) (99%)
- EVV (Eaton Vance Limited Duration IF) (99%)
- EVG (Eaton Vance Short Duration Diversified Income Closed Fund) (98%)
- ERC (Allspring Multi Sector Income Fund) (98%)
- FMY (First Trust Mortgage Income Fund) (97%)
- FTF (Franklin Templeton Limited Duration) (97%)
- JHS (John Hancock Income Securities Closed Fund) (96%)
- JHI (John Hancock Investors Closed Fund) (96%)
- MCR (MFS Charter Income Trust) (95%)