Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHCPX (CAPITAL APPRECIATION FUND CLASS NAV) | NA | -64.56% | -17.39% | -10.79% | 2.14% | 7.19% | NA | … | … |
Data as of 07/24/2025, Common starting date is 10/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHCPX (CAPITAL APPRECIATION FUND CLASS NAV) | 10/18/2005 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -64.56 | -17.39 | -10.79 | 2.14 | 7.19 | NA | … | … | -68.73 | 10.99 | 44.97 | -44.70 | -16.46 | 31.19 | 33.29 | -1.39 | 36.79 | -1.46 | 11.56 | 9.79 | 37.51 | 15.91 | 0.13 | 11.83 | 42.21 | -37.24 | 11.64 | 2.31 | 8.90 |
| Sharpe Ratio | NA | -0.53 | -0.28 | -0.21 | 0.02 | NA | NA | … | … | -0.53 | 0.18 | 2.21 | -1.25 | -0.41 | 0.76 | 1.96 | -0.12 | 3.51 | -0.10 | 0.67 | 0.62 | 2.94 | 1.07 | 0.00 | 0.63 | 1.91 | -1.06 | 0.54 | -0.08 | 3.90 |
| Standard Deviation(%) | NA | 128.18 | 75.87 | 61.46 | 46.13 | NA | NA | … | … | 170.96 | 24.81 | 18.59 | 37.10 | 39.97 | 40.39 | 16.31 | 23.16 | 10.35 | 16.45 | 17.25 | 15.71 | 12.73 | 14.96 | 25.63 | 18.71 | 22.00 | 35.80 | 16.15 | 12.65 | 12.77 |
| Draw Down(%) | NA | 71.40 | 71.40 | 71.40 | 71.40 | NA | NA | … | … | 71.40 | 19.08 | 11.36 | 46.50 | 36.28 | 31.30 | 10.21 | 23.28 | 3.55 | 17.36 | 13.46 | 11.40 | 5.76 | 12.32 | 18.75 | 16.33 | 16.04 | 44.96 | 9.23 | 15.57 | 2.34 |
| Yield(%) | 0.00 | 17.33 | 13.32 | 15.45 | 14.38 | 20.78 | 16.56 | … | … | 0.00 | 20.40 | 8.27 | 6.97 | 31.62 | 24.90 | 12.96 | 16.50 | 27.29 | 11.89 | 13.76 | 8.31 | 7.29 | 0.39 | 0.13 | 0.15 | 0.34 | 0.36 | 0.32 | 0.12 | 0.00 |
Data as of 07/24/2025, Common starting date is 10/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHCPX (CAPITAL APPRECIATION FUND CLASS NAV) |
-13.04%
Feb 2006 – Feb 2009 |
1.47%
Oct 2007 – Oct 2012 |
6.93%
Feb 2006 – Feb 2016 |
9.49%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHCPX (CAPITAL APPRECIATION FUND CLASS NAV) |
34.15%
Dec 2018 – Dec 2021 |
27.41%
Oct 2016 – Oct 2021 |
20.37%
Sep 2011 – Sep 2021 |
17.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
