Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JHGEX (GLOBAL EQUITY FUND CLASS A) | 11.72% | 11.73% | 13.82% | 11.31% | 8.60% | NA | NA | 8.57% |
Data as of 07/25/2025, AR inception is 05/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHGEX (GLOBAL EQUITY FUND CLASS A) | 05/17/2013 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 11.73 | 13.82 | 11.31 | 8.60 | NA | NA | 8.57 | 11.72 | 10.06 | 19.32 | -15.06 | 20.74 | 7.63 | 29.76 | -10.34 | 16.46 | 8.93 | -1.66 | 2.47 | 11.39 |
| Sharpe Ratio | NA | 0.56 | 0.77 | 0.67 | 0.47 | NA | NA | 0.50 | 1.06 | 0.64 | 1.49 | -0.85 | 1.84 | 0.26 | 2.70 | -0.89 | 2.53 | 0.65 | -0.12 | 0.25 | 1.88 |
| Standard Deviation(%) | NA | 15.22 | 13.59 | 13.99 | 15.17 | NA | NA | 14.40 | 17.72 | 10.08 | 10.60 | 19.50 | 11.24 | 28.07 | 10.47 | 13.22 | 6.28 | 13.37 | 13.62 | 9.68 | 10.04 |
| Draw Down(%) | NA | 14.65 | 14.65 | 25.00 | 33.02 | NA | NA | 33.02 | 14.65 | 6.80 | 8.17 | 25.00 | 5.35 | 33.02 | 6.07 | 19.13 | 2.30 | 8.18 | 13.25 | 9.93 | 6.03 |
| Yield(%) | 0.00 | 11.74 | 7.81 | 9.50 | 7.29 | 5.88 | 4.41 | 7.35 | 0.00 | 12.99 | 3.05 | 5.44 | 21.09 | 2.05 | 2.61 | 6.03 | 9.04 | 1.67 | 1.60 | 7.99 | 1.12 |
Data as of 07/25/2025, AR inception is 05/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHGEX (GLOBAL EQUITY FUND CLASS A) |
-0.38%
Mar 2017 - Mar 2020 |
1.85%
Mar 2015 - Mar 2020 |
6.32%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHGEX (GLOBAL EQUITY FUND CLASS A) |
19.03%
Dec 2018 - Dec 2021 |
13.85%
Mar 2020 - Mar 2025 |
8.33%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart