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 Strategic Asset Allocation – Optimal Moderate | NA | 9.66% | 4.46% | 3.90% | 6.09% | 6.05% | NA | … | … |
Data as of 10/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOHN HANCOCK TRUST PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2019 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 9.66 | 4.46 | 3.90 | 6.09 | 6.05 | NA | … | … | 16.90 | -7.62 | 6.27 | 9.46 | -0.11 | 2.94 | 6.74 | 13.38 | -1.75 | 14.69 | 30.96 | -26.43 | 10.05 | 14.00 | 9.60 | 12.51 | 21.93 | -9.03 | -6.19 |
| Sharpe Ratio | NA | 2.38 | 0.47 | 0.47 | 0.59 | NA | NA | … | … | 2.38 | -0.99 | 0.80 | 1.01 | -0.01 | 0.47 | 1.04 | 1.83 | -0.12 | 1.21 | 1.59 | -1.03 | 0.71 | 1.44 | 1.31 | 1.71 | 3.06 | -0.99 | -0.86 |
| Standard Deviation(%) | NA | 6.51 | 7.65 | 8.32 | 9.15 | NA | NA | … | … | 6.51 | 9.08 | 7.09 | 9.21 | 9.28 | 6.24 | 6.46 | 7.28 | 14.60 | 12.08 | 19.36 | 26.66 | 9.93 | 7.46 | 5.68 | 6.77 | 6.94 | 10.22 | 9.85 |
| Draw Down(%) | NA | 2.92 | 14.34 | 14.34 | 14.88 | NA | NA | … | … | 2.92 | 14.15 | 5.45 | 8.05 | 10.31 | 6.02 | 7.85 | 6.11 | 14.88 | 8.35 | 19.08 | 39.11 | 6.75 | 8.58 | 4.65 | 6.06 | 6.68 | 17.33 | 18.24 |
| Yield(%) | NA | 5.20 | 3.15 | 4.90 | 4.55 | NA | NA | … | … | 5.21 | 4.15 | 0.06 | 7.83 | 7.39 | 6.19 | 3.89 | 3.47 | 4.15 | 3.18 | 2.56 | 6.44 | 5.26 | 3.65 | 2.19 | 1.48 | 0.79 | 0.80 | 1.22 |
Data as of 10/31/2019, 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 Strategic Asset Allocation – Optimal Moderate |
-8.27%
Feb 2006 – Feb 2009 |
-0.85%
Feb 2004 – Feb 2009 |
4.51%
Feb 2006 – Feb 2016 |
5.14%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOHN HANCOCK TRUST PLAN Strategic Asset Allocation – Optimal Moderate |
22.00%
Feb 2009 – Feb 2012 |
16.02%
Feb 2009 – Feb 2014 |
9.43%
Mar 2003 – Mar 2013 |
8.00%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart