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JIUSX: JHFunds2 U.S. Govt Secs 1 (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/19/2005 |
| Last Dividend Date: | 03/24/2010 |
| 12-Mo. Yield | 4.41% |
| Expenses | - |
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Performance Analytics (As of 05/24/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 10/19/2005 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.1 | 3.8 | 3.7 | 2.9 | 9.3 | -3.1 | 3.4 | 4.3 | 0.6 |
| Sharpe Ratio | NA | 2.27 | 0.44 | 0.37 | 2.39 | 2.24 | -0.42 | 0.1 | 0.29 | 0.05 |
| Draw Down(%) | NA | 2.4 | 9.1 | 9.1 | 1.7 | 2.7 | 9.1 | 3.0 | 1.9 | 1.2 |
| Standard Deviation(%) | NA | 4.0 | 6.4 | 5.5 | 3.2 | 4.1 | 9.5 | 3.8 | 3.3 | 2.9 |
| Treynor Ratio | NA | 0.16 | 0.05 | 0.03 | 0.18 | 0.19 | -0.06 | 0.01 | 0.02 | 0.0 |
| Alpha | NA | 0.02 | -0.01 | 0.0 | 0.01 | 0.04 | -0.05 | -0.02 | 0.0 | -0.01 |
| Beta | NA | 0.58 | 0.59 | 0.6 | 0.41 | 0.48 | 0.7 | 0.69 | 0.59 | 0.63 |
| RSquared | NA | 0.66 | 0.37 | 0.39 | 0.39 | 0.6 | 0.31 | 0.73 | 0.41 | 0.74 |
| Yield(%) | N/A | 4.4 | 6.2 | N/A | 0.2 | 5.1 | 10.7 | 4.5 | 4.2 | 0.7 |
| Dividend Growth(%) | N/A | -62.6 | N/A | N/A | -95.2 | -59.2 | 134.0 | 6.1 | 510.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate Government Asset Class Trend Rankings |
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