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JCSAX: JOHN HANCOCK SMALL COMPANY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/01/1991 |
| Last Dividend Date: | 03/21/2018 |
| 12-Mo. Yield | 17.75% |
| Expenses | 1.50% |
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Performance Analytics (As of 01/10/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/01/1991 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.4 | 9.5 | 5.0 | 11.5 | 8.1 | 8.0 | 8.8 | 0.0 | -5.4 | 13.0 | 14.2 | -1.2 | 5.0 | 37.3 | 10.3 | -5.2 | 23.8 | 24.0 | -28.5 | 0.6 | 20.7 | 4.9 | 28.5 | 33.6 | -12.4 | 4.6 | 27.7 | -8.8 | -2.0 | 40.4 | 25.5 | 8.6 | -2.9 | 4.4 | 5.5 | 6.3 |
| Sharpe Ratio | NA | -1.04 | 0.7 | 0.33 | 0.55 | NA | NA | 0.34 | 0.0 | -0.8 | 1.05 | 0.84 | -0.08 | 0.34 | 2.54 | 0.62 | -0.17 | 0.92 | 0.72 | -0.7 | -0.13 | 1.17 | 0.18 | 1.79 | 2.19 | -0.64 | 0.12 | 1.28 | -1.04 | -0.34 | 3.5 | 0.75 | 0.28 | -0.52 | 0.06 | 0.16 | 0.88 |
| Draw Down(%) | NA | 10.0 | 10.0 | 22.0 | 29.4 | NA | NA | 54.4 | 0.0 | 10.0 | 5.3 | 13.8 | 12.4 | 10.1 | 6.0 | 11.7 | 29.4 | 21.0 | 29.2 | 44.2 | 13.4 | 11.5 | 9.6 | 9.3 | 12.2 | 30.8 | 21.0 | 9.2 | 19.3 | 28.3 | 6.5 | 18.5 | 16.9 | 13.7 | 21.9 | 22.6 | 8.3 |
| Standard Deviation(%) | NA | 8.5 | 12.5 | 13.7 | 20.4 | NA | NA | 20.9 | NA | 8.5 | 11.8 | 16.6 | 15.4 | 14.6 | 14.7 | 16.6 | 31.4 | 25.9 | 33.0 | 41.8 | 19.3 | 14.8 | 14.4 | 15.4 | 15.0 | 21.1 | 18.8 | 18.3 | 11.8 | 16.1 | 10.4 | 28.7 | 16.8 | 11.6 | 36.6 | 18.8 | 27.5 |
| Treynor Ratio | NA | -0.41 | 0.14 | 0.06 | 0.12 | NA | NA | 0.08 | NA | -0.29 | 0.11 | 0.15 | -0.01 | 0.05 | 0.36 | 0.1 | -0.05 | 0.26 | 0.26 | -0.32 | -0.03 | 0.19 | 0.03 | 0.33 | 0.4 | -0.17 | 0.03 | 0.47 | -0.27 | -0.08 | 0.62 | 0.35 | 0.04 | -0.08 | 0.03 | 0.03 | 0.26 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | -0.01 | -0.02 | -0.02 | -0.01 | 0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.03 | 0.03 | 0.0 | 0.02 | -0.01 | 0.04 | -0.01 | 0.02 | 0.01 | 0.09 | -0.06 | 0.02 | 0.09 | 0.08 | -0.06 | 0.0 | 0.01 | -0.04 | 0.09 |
| Beta | NA | 0.22 | 0.65 | 0.78 | 0.91 | NA | NA | 0.83 | 0.0 | 0.24 | 1.11 | 0.97 | 0.97 | 0.99 | 1.04 | 1.0 | 0.99 | 0.91 | 0.91 | 0.93 | 1.02 | 0.94 | 0.96 | 0.83 | 0.82 | 0.8 | 0.69 | 0.5 | 0.46 | 0.65 | 0.59 | 0.62 | 1.09 | 0.79 | 0.69 | 1.12 | 0.94 |
| RSquared | NA | 0.2 | 0.6 | 0.74 | 0.87 | NA | NA | 0.66 | 0.0 | 0.22 | 0.92 | 0.95 | 0.94 | 0.94 | 0.93 | 0.97 | 0.99 | 0.7 | 0.97 | 0.97 | 0.94 | 0.93 | 0.94 | 0.73 | 0.92 | 0.91 | 0.75 | 0.65 | 0.4 | 0.77 | 0.66 | 0.07 | 0.33 | 0.5 | 0.04 | 0.33 | 0.26 |
| Yield(%) | N/A | 17.7 | 12.4 | 9.3 | 11.5 | 8.6 | 9.4 | N/A | 0.0 | 18.0 | 11.8 | 0.0 | 6.9 | 9.9 | 4.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 13.1 | 12.6 | 16.5 | 26.6 | 0.0 | 0.2 | 0.5 | 1.1 | 0.5 | 0.5 | 14.6 | 20.4 | 0.2 | 3.5 | 0.1 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | 54.3 | 50.5 | 1133.2 | -6.2 | N/A | N/A | N/A | -100.0 | 54.3 | N/A | -100.0 | -33.7 | 159.9 | N/A | N/A | N/A | N/A | -100.0 | -98.9 | 9.7 | -29.6 | -38.3 | N/A | -100.0 | -44.4 | -44.5 | 102.8 | -15.3 | -95.3 | -26.9 | 12380.0 | -95.2 | 4070.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/1991
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