Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
JDVPX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R2) | 7.85% | -2.75% | 6.39% | 7.74% | 5.30% | NA | NA | 8.08% |
Data as of 07/14/2025, AR inception is 03/02/2012
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
JDVPX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R2) | 03/02/2012 | 07/14/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.25 | -2.75 | 6.39 | 7.74 | 5.30 | NA | NA | 8.08 | 7.85 | 1.90 | 6.82 | -10.10 | 13.58 | 1.21 | 22.18 | -10.09 | 18.76 | 13.49 | -5.37 | 10.49 | 35.31 | 8.05 |
Sharpe Ratio | NA | -0.24 | 0.13 | 0.32 | 0.21 | NA | NA | 0.38 | 0.61 | -0.29 | 0.19 | -0.53 | 0.64 | 0.03 | 1.70 | -0.69 | 2.20 | 0.89 | -0.35 | 0.93 | 3.08 | 0.69 |
Standard Deviation(%) | NA | 20.70 | 17.23 | 18.59 | 19.61 | NA | NA | 18.05 | 20.32 | 16.18 | 13.64 | 21.56 | 21.29 | 37.26 | 12.22 | 16.65 | 8.27 | 14.95 | 15.53 | 11.30 | 11.46 | 14.17 |
Draw Down(%) | NA | 26.72 | 26.72 | 26.72 | 40.38 | NA | NA | 40.38 | 16.52 | 17.80 | 9.46 | 18.56 | 15.07 | 40.38 | 6.94 | 21.27 | 4.37 | 12.26 | 13.71 | 8.45 | 4.44 | 11.36 |
Yield(%) | 0.00 | 0.63 | 0.84 | 1.04 | 3.08 | 4.11 | 3.08 | 4.74 | 0.00 | 0.71 | 0.77 | 0.85 | 0.63 | 1.23 | 6.33 | 8.22 | 5.91 | 0.97 | 4.02 | 4.85 | 6.50 | 4.51 |
Data as of 07/14/2025, AR inception is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
JDVPX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R2) |
-3.93%
Mar 2017 - Mar 2020 |
-0.15%
Mar 2015 - Mar 2020 |
4.38%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
JDVPX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R2) |
20.17%
May 2012 - May 2015 |
13.81%
Nov 2012 - Nov 2017 |
10.41%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart