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JVMSX: JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS R2 (MUTUAL FUND)
Basic Info 29.31 0.22(0.75%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 03/02/2012 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 8.87% |
| Expenses | 1.85% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 7.3 | 16.5 | 14.6 | 5.4 | 8.9 | 10.6 | 10.9 | 10.0 | 16.2 | -11.3 | 18.8 | 5.2 | 29.6 | -15.2 | 15.2 | 14.8 | 1.6 | 12.9 | 39.0 | 7.1 |
| Sharpe Ratio | NA | 1.15 | 1.08 | 0.76 | 0.16 | 0.36 | 0.49 | 0.44 | 0.48 | 0.85 | -0.54 | 0.98 | 0.12 | 2.24 | -1.06 | 1.71 | 0.94 | 0.1 | 1.06 | 1.59 | 0.58 |
| Draw Down(%) | NA | 8.6 | 8.6 | 19.6 | 23.2 | 42.7 | 42.7 | 17.6 | 8.2 | 12.2 | 20.5 | 11.6 | 42.7 | 6.5 | 24.0 | 4.3 | 14.4 | 11.6 | 9.7 | 15.2 | 11.3 |
| Standard Deviation(%) | NA | 13.5 | 12.8 | 14.9 | 17.7 | 20.2 | 19.4 | 18.1 | 13.2 | 14.8 | 23.5 | 19.2 | 41.9 | 12.5 | 15.7 | 8.5 | 15.5 | 15.2 | 12.1 | 24.6 | 15.0 |
| Treynor Ratio | NA | 0.15 | 0.13 | 0.11 | 0.03 | 0.07 | 0.09 | 0.07 | 0.06 | 0.13 | -0.12 | 0.16 | 0.05 | 0.28 | -0.16 | 0.15 | 0.15 | 0.02 | 0.12 | 0.39 | 0.09 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.02 | -0.01 | -0.04 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.05 | 1.05 | 1.04 | 1.05 | 1.04 | 1.03 | 1.07 | 1.06 | 0.97 | 1.05 | 1.15 | 1.03 | 0.99 | 1.02 | 1.0 | 0.99 | 0.98 | 1.03 | 1.0 | 1.01 |
| RSquared | NA | 0.88 | 0.89 | 0.92 | 0.91 | 0.95 | 0.87 | 0.94 | 0.89 | 0.95 | 0.94 | 0.86 | 0.98 | 0.95 | 0.97 | 0.9 | 0.95 | 0.96 | 0.96 | 0.24 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 9.1 | 11.5 | 4.1 | 0.5 | 0.2 | 0.5 | 2.6 | 10.0 | 6.5 | 2.8 | 5.8 | 2.7 | 2.6 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -22.5 | 213.4 | 557.9 | 334.3 | -70.1 | -74.1 | -80.7 | 65.3 | 169.5 | -54.9 | 143.0 | 36.5 | 1153.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2012
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