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JHancock Fundamental All Cap Core R2 (JFACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.85+0.03 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.79%
5-year average return15.80%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)35.77%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return35.77%
Worst 3-yr total return5.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJFACXCategory
YTD9.81%5.31%
1-month5.72%-4.19%
3-month4.76%3.90%
1-year29.64%20.31%
3-year7.77%6.48%
5-year17.06%11.78%
10-year12.85%10.96%
Last bull market30.31%25.56%
Last bear market-18.34%-15.11%

Annual total return (%) history

Year
JFACXCategory
2024
N/AN/A
2023
34.28%22.32%
2022
-23.62%-16.96%
2021
29.60%26.07%
2020
27.29%15.83%
2019
35.77%28.78%
2018
-14.54%-6.27%
2017
27.37%20.44%
2016
8.10%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.49%N/AN/AN/A
202313.61%6.98%-4.01%15.10%
2022-8.05%-18.34%-3.00%4.86%
20218.83%9.85%2.23%6.05%
2020-24.35%32.19%9.01%16.77%
201917.58%4.72%-0.44%10.76%
2018-1.21%4.10%2.97%-19.30%
20176.63%4.21%7.05%7.08%
2016-5.51%1.01%8.27%4.61%
20153.60%-6.77%4.94%N/A

Rank in category (by total return)

YTD60
1-month6
3-month14
1-year20
3-year56
5-year5

Load adjusted returns

1-year29.64%
3-year7.77%
5-year17.06%
10-year12.85%