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JFAOX: JHVIT Frkln Templ Fdng Allc Tr Ser I (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/10/2008 |
| Last Dividend Date: | 06/04/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/10/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | -11.6 | 5.4 | -4.2 | -1.4 | -4.4 | 6.6 | 26.6 | -34.3 |
| Sharpe Ratio | NA | -0.58 | 0.33 | -0.21 | -0.29 | -0.22 | 0.44 | 1.38 | -1.4 |
| Draw Down(%) | NA | 18.2 | 19.3 | 48.4 | 10.1 | 19.3 | 11.8 | 21.3 | 43.4 |
| Standard Deviation(%) | NA | 19.9 | 16.1 | 20.8 | 11.1 | 19.8 | 15.0 | 19.3 | 31.9 |
| Treynor Ratio | NA | -0.08 | 0.04 | -0.04 | -0.02 | -0.03 | 0.05 | 0.24 | -0.38 |
| Alpha | NA | -0.06 | -0.04 | -0.03 | -0.05 | -0.04 | -0.04 | 0.01 | -0.08 |
| Beta | NA | 1.4 | 1.34 | 1.21 | 1.42 | 1.38 | 1.31 | 1.11 | 1.16 |
| RSquared | NA | 0.91 | 0.88 | 0.9 | 0.81 | 0.91 | 0.87 | 0.91 | 0.92 |
| Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2008
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See Aggressive Allocation Asset Class Trend Rankings |
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