Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHUIX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS I) | NA | 18.81% | 17.17% | 7.66% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHUIX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS I) | 11/03/2011 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.81 | 17.17 | 7.66 | NA | NA | NA | … | … | 18.81 | 4.47 | 29.60 | -9.40 | 0.25 | 10.87 | 27.94 | 12.20 | 1.57 |
| Sharpe Ratio | NA | 2.41 | 1.19 | 0.46 | NA | NA | NA | … | … | 2.26 | 0.16 | 3.29 | -0.51 | 0.01 | 1.02 | 2.83 | 1.17 | 0.58 |
| Standard Deviation(%) | NA | 7.78 | 13.44 | 15.04 | NA | NA | NA | … | … | 7.72 | 20.09 | 8.85 | 18.91 | 15.16 | 10.61 | 9.87 | 10.48 | 18.41 |
| Draw Down(%) | NA | 3.14 | 20.67 | 20.67 | NA | NA | NA | … | … | 3.14 | 20.67 | 3.02 | 18.43 | 12.84 | 6.12 | 4.77 | 7.65 | 6.50 |
| Yield(%) | 0.00 | 0.05 | 3.25 | 6.08 | 7.84 | 5.23 | 3.92 | … | … | 0.05 | 3.56 | 5.18 | 9.00 | 16.64 | 18.72 | 14.83 | 1.68 | 1.08 |
Data as of 12/30/2019, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUIX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS I) |
0.23%
Dec 2013 – Dec 2016 |
6.39%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUIX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS I) |
17.51%
Nov 2016 – Nov 2019 |
11.84%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart