Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK TRUST PLAN Tactical Asset Allocation Moderate | NA | 23.31% | 3.93% | 6.85% | 3.31% | 5.01% | 6.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOHN HANCOCK TRUST PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 23.31 | 3.93 | 6.85 | 3.31 | 5.01 | 6.66 | … | … | -0.27 | 12.11 | 13.48 | -14.61 | 14.47 | 14.26 | 1.85 | -5.42 | 3.16 | 5.78 | -7.94 | 0.09 | 10.44 | 14.31 | 1.49 | 14.83 | 25.76 | -7.88 | 12.35 | 13.55 | 11.14 | 18.15 | 19.66 | 0.81 | 2.31 |
| Sharpe Ratio | NA | 0.75 | -0.07 | 0.47 | 0.17 | NA | NA | … | … | -0.04 | 0.73 | 1.09 | -1.21 | 1.38 | 1.38 | 0.08 | -0.87 | 0.36 | 0.92 | -1.14 | 0.01 | 1.52 | 2.72 | 0.10 | 1.11 | 2.31 | -0.58 | 0.90 | 1.16 | 1.40 | 2.07 | 3.74 | -0.08 | 0.01 |
| Standard Deviation(%) | NA | 7.56 | 10.09 | 10.18 | 8.64 | NA | NA | … | … | 8.20 | 7.61 | 8.44 | 13.26 | 10.47 | 10.13 | 5.74 | 7.73 | 7.11 | 6.05 | 6.99 | 6.54 | 6.84 | 5.24 | 15.13 | 13.26 | 11.13 | 15.12 | 10.45 | 8.84 | 6.39 | 8.32 | 5.08 | 3.83 | 0.05 |
| Draw Down(%) | NA | 4.02 | 16.66 | 18.01 | 19.99 | NA | NA | … | … | 0.80 | 4.02 | 6.94 | 18.01 | 4.22 | 12.60 | 3.37 | 13.14 | 6.00 | 5.61 | 11.37 | 7.47 | 6.06 | 4.33 | 10.79 | 9.16 | 5.37 | 12.35 | 6.99 | 9.89 | 6.14 | 9.12 | 3.47 | 6.84 | 0.00 |
| Yield(%) | NA | 2.70 | 4.22 | 4.48 | 3.60 | NA | NA | … | … | NA | 0.62 | 2.99 | 3.96 | 4.97 | 8.72 | 0.53 | 2.26 | 0.00 | 1.85 | 4.82 | 4.99 | 3.02 | 3.65 | 5.05 | 3.84 | 4.47 | 2.53 | 4.22 | 18.18 | 2.00 | 1.46 | 0.88 | 0.84 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHN HANCOCK TRUST PLAN Tactical Asset Allocation Moderate |
-3.23%
Mar 2017 – Mar 2020 |
-2.08%
Feb 2015 – Feb 2020 |
1.30%
Oct 2013 – Oct 2023 |
3.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHN HANCOCK TRUST PLAN Tactical Asset Allocation Moderate |
19.37%
Apr 2003 – Apr 2006 |
16.08%
Oct 2002 – Oct 2007 |
12.41%
Apr 2003 – Apr 2013 |
8.95%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart