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JHancock Fundamental All Cap Core R6 (JFAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.97+0.03 (+0.09%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.08%
5-year average return16.37%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)36.52%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return36.52%
Worst 3-yr total return5.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJFAIXCategory
YTD10.03%5.31%
1-month5.73%-4.19%
3-month4.89%3.90%
1-year30.27%20.31%
3-year8.29%6.48%
5-year17.63%11.78%
10-year13.31%10.96%
Last bull market30.52%25.56%
Last bear market-18.28%-15.11%

Annual total return (%) history

Year
JFAIXCategory
2024
N/AN/A
2023
34.96%22.32%
2022
-23.28%-16.96%
2021
30.29%26.07%
2020
27.92%15.83%
2019
36.52%28.78%
2018
-14.14%-6.27%
2017
27.63%20.44%
2016
8.37%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.62%N/AN/AN/A
202313.78%7.12%-3.89%15.21%
2022-7.93%-18.28%-2.84%4.95%
20219.00%10.00%2.35%6.18%
2020-24.22%32.29%9.18%16.87%
201917.84%4.84%-0.38%10.93%
2018-1.10%4.19%3.16%-19.22%
20176.68%4.26%7.14%7.11%
2016-5.51%1.08%8.33%4.74%
20153.67%-6.70%5.05%N/A

Rank in category (by total return)

YTD57
1-month6
3-month12
1-year17
3-year46
5-year2

Load adjusted returns

1-year30.27%
3-year8.29%
5-year17.63%
10-year13.31%