It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JHAMX: JHFunds2 Global Real Estate NAV (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/02/2006 |
| Last Dividend Date: | 12/22/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/02/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.1 | -13.1 | 1.3 | -4.5 | -6.9 | -7.1 | 5.4 | -7.3 | 17.4 | 27.8 | -47.6 | -16.4 | 6.0 |
| Sharpe Ratio | NA | -1.27 | 0.06 | -0.15 | -0.25 | -1.79 | 0.56 | -0.29 | 0.83 | 0.7 | -0.96 | -0.89 | 3.2 |
| Draw Down(%) | NA | 15.1 | 24.2 | 64.3 | 73.1 | 7.1 | 8.6 | 24.2 | 14.1 | 34.2 | 58.8 | 27.5 | 3.8 |
| Standard Deviation(%) | NA | 10.3 | 19.9 | 32.1 | 30.3 | 15.4 | 9.6 | 25.6 | 20.9 | 39.5 | 50.4 | 22.2 | 13.0 |
| Treynor Ratio | NA | -0.49 | 0.02 | -0.05 | -0.09 | -1.67 | 0.13 | -0.08 | 0.2 | 0.28 | -0.5 | -0.24 | 1.65 |
| Alpha | NA | -0.08 | -0.04 | -0.02 | -0.02 | -0.13 | -0.03 | 0.03 | 0.0 | -0.02 | 0.03 | -0.05 | 0.11 |
| Beta | NA | 0.27 | 0.79 | 0.91 | 0.9 | 0.16 | 0.4 | 0.89 | 0.85 | 0.99 | 0.96 | 0.83 | 0.25 |
| RSquared | NA | 0.13 | 0.77 | 0.68 | 0.68 | 0.02 | 0.4 | 0.9 | 0.85 | 0.71 | 0.63 | 0.67 | 0.01 |
| Yield(%) | N/A | 0.0 | 2.6 | 1.2 | N/A | 0.0 | 0.0 | 3.4 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -6.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) (98%)
- IFGL (iShares International Developed Real Estate ETF) (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) (99%)
Latest Articles Related to JHAMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
