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JHancock Fundamental All Cap Core R4 (JFARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.70-0.03 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.44%
5-year average return16.33%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)36.31%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return36.31%
Worst 3-yr total return5.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJFARXCategory
YTD9.95%5.31%
1-month5.73%-4.19%
3-month4.85%3.90%
1-year30.06%20.31%
3-year8.13%6.48%
5-year17.45%11.78%
10-year13.11%10.96%
Last bull market30.46%25.56%
Last bear market-18.30%-15.11%

Annual total return (%) history

Year
JFARXCategory
2024
N/AN/A
2023
34.78%22.32%
2022
-23.39%-16.96%
2021
30.06%26.07%
2020
27.71%15.83%
2019
36.31%28.78%
2018
-14.37%-6.27%
2017
27.49%20.44%
2016
8.19%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.55%N/AN/AN/A
202313.71%7.12%-3.97%15.21%
2022-7.93%-18.30%-2.91%4.91%
20218.94%9.96%2.30%6.13%
2020-24.25%32.27%9.09%16.84%
201917.79%4.75%-0.38%10.90%
2018-1.21%4.15%3.06%-19.25%
20176.69%4.20%7.10%7.07%
2016-5.51%1.01%8.34%4.63%
20153.67%-6.76%4.98%N/A

Rank in category (by total return)

YTD58
1-month6
3-month13
1-year18
3-year50
5-year3

Load adjusted returns

1-year30.06%
3-year8.13%
5-year17.45%
10-year13.11%