Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHUAX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS A) | NA | 18.89% | 16.97% | 7.46% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHUAX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS A) | 11/03/2011 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.89 | 16.97 | 7.46 | NA | NA | NA | … | … | 18.89 | 4.12 | 29.27 | -9.44 | -0.09 | 10.45 | 27.42 | 11.67 | 1.44 |
| Sharpe Ratio | NA | 2.40 | 1.18 | 0.45 | NA | NA | NA | … | … | 2.26 | 0.14 | 3.20 | -0.51 | -0.01 | 0.98 | 2.75 | 1.12 | 0.50 |
| Standard Deviation(%) | NA | 7.82 | 13.42 | 14.96 | NA | NA | NA | … | … | 7.77 | 19.96 | 8.99 | 18.72 | 15.12 | 10.60 | 9.97 | 10.48 | 19.38 |
| Draw Down(%) | NA | 3.14 | 20.66 | 20.66 | NA | NA | NA | … | … | 3.14 | 20.66 | 3.02 | 18.21 | 12.97 | 6.12 | 4.84 | 7.65 | 6.95 |
| Yield(%) | 0.00 | 0.05 | 3.16 | 5.95 | 7.57 | 5.05 | 3.79 | … | … | 0.05 | 3.51 | 4.98 | 8.88 | 16.24 | 18.27 | 14.28 | 1.19 | 0.65 |
Data as of 12/30/2019, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUAX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS A) |
-0.02%
Dec 2013 – Dec 2016 |
6.11%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUAX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS A) |
17.31%
Nov 2016 – Nov 2019 |
11.53%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart