Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHLVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS C) | 0.90% | 11.69% | 14.51% | 7.19% | 11.54% | 10.98% | 10.03% | … | … |
Data as of 06/08/2026, Common starting date is 09/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHLVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS C) | 09/22/1998 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.78 | 11.69 | 14.51 | 7.19 | 11.54 | 10.98 | 10.03 | … | … | 0.90 | 9.16 | 20.27 | 31.26 | -25.43 | 28.17 | 19.66 | 34.04 | -14.75 | 19.37 | 9.23 | 5.02 | 7.06 | 31.24 | 19.28 | -9.71 | 13.35 | 32.71 | -37.29 | 32.73 | 19.39 | 15.29 | 3.65 | 22.42 | -38.31 | -3.92 | -3.64 | 26.40 | 9.40 |
| Sharpe Ratio | NA | 0.82 | 0.59 | 0.23 | 0.48 | NA | NA | … | … | -0.01 | 0.33 | 0.70 | 1.81 | -0.94 | 2.01 | 0.52 | 2.31 | -0.87 | 2.20 | 0.57 | 0.31 | 0.58 | 2.64 | 1.29 | -0.38 | 0.72 | 1.18 | -0.85 | 1.54 | 0.93 | 1.27 | 0.22 | 1.31 | -1.51 | -0.20 | -0.25 | 1.21 | 1.68 |
| Standard Deviation(%) | NA | 12.81 | 19.49 | 20.95 | 20.98 | NA | NA | … | … | 14.77 | 19.24 | 23.88 | 15.42 | 28.78 | 13.99 | 37.32 | 14.12 | 18.54 | 8.54 | 15.79 | 16.18 | 12.24 | 11.83 | 15.03 | 25.77 | 18.36 | 27.62 | 44.93 | 19.30 | 17.16 | 10.24 | 11.92 | 16.52 | 26.09 | 31.71 | 31.45 | 19.07 | 20.85 |
| Draw Down(%) | NA | 14.19 | 28.49 | 29.56 | 37.03 | NA | NA | … | … | 14.19 | 20.46 | 13.36 | 11.95 | 29.09 | 5.96 | 37.03 | 9.06 | 25.46 | 3.70 | 16.39 | 11.88 | 8.48 | 5.16 | 12.56 | 26.16 | 16.73 | 21.47 | 58.61 | 13.75 | 14.28 | 7.88 | 11.83 | 12.26 | 43.33 | 36.20 | 21.68 | 13.36 | 10.68 |
| Yield(%) | 0.00 | 14.79 | 13.81 | 9.55 | 10.54 | 11.24 | 11.71 | … | … | 0.00 | 14.64 | 16.61 | 9.47 | 5.37 | 10.95 | 0.00 | 0.00 | 11.47 | 9.96 | 3.53 | 1.40 | 0.00 | 0.00 | 0.30 | 0.00 | 0.56 | 0.00 | 1.56 | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 | 0.13 | 5.54 | 23.20 | 0.03 | 0.11 |
Data as of 06/08/2026, Common starting date is 09/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHLVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS C) |
-19.99%
Feb 2000 – Feb 2003 |
-7.69%
Mar 2000 – Mar 2005 |
-0.65%
Feb 1999 – Feb 2009 |
3.47%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHLVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS C) |
28.02%
May 2005 – May 2008 |
20.42%
Feb 2003 – Feb 2008 |
15.38%
Sep 2011 – Sep 2021 |
13.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart