Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHUCX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS C) | NA | 22.12% | 17.45% | 10.43% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 08/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHUCX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS C) | 08/28/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.12 | 17.45 | 10.43 | NA | NA | NA | … | … | 22.12 | -0.30 | 28.39 | 3.20 | -0.77 | 2.53 |
| Sharpe Ratio | NA | 2.75 | 1.21 | 0.70 | NA | NA | NA | … | … | 2.62 | -0.08 | 3.11 | 0.22 | -0.05 | 0.61 |
| Standard Deviation(%) | NA | 7.97 | 13.46 | 13.86 | NA | NA | NA | … | … | 7.93 | 20.63 | 8.97 | 13.74 | 15.13 | 12.47 |
| Draw Down(%) | NA | 3.17 | 20.82 | 20.82 | NA | NA | NA | … | … | 3.17 | 23.60 | 3.02 | 10.79 | 13.11 | 6.20 |
| Yield(%) | 0.00 | 3.36 | 4.50 | 8.51 | 5.34 | 3.56 | 2.67 | … | … | 3.37 | 3.52 | 4.95 | 22.09 | 15.47 | 16.14 |
Data as of 12/30/2019, Common starting date is 08/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUCX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS C) |
8.58%
Sep 2014 – Sep 2017 |
10.43%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUCX (U.S. GROWTH FUND (FKA U.S. EQUITY FUND) CLASS C) |
19.67%
Sep 2015 – Sep 2018 |
11.45%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart