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JHancock Global Shareholder Yield R2 (JGSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.58-0.03 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.36%
5-year average return7.20%
Number of years up7
Number of years down4
Best 1-yr total return (24 Jun 2024)23.34%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return23.34%
Worst 3-yr total return2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGSRXCategory
YTD7.45%14.38%
1-month4.03%-1.21%
3-month5.13%5.03%
1-year17.87%39.50%
3-year5.47%9.11%
5-year8.11%10.10%
10-year5.07%7.90%
Last bull market18.75%15.53%
Last bear market-8.27%-17.52%

Annual total return (%) history

Year
JGSRXCategory
2024
N/AN/A
2023
10.99%N/A
2022
-5.21%N/A
2021
17.35%N/A
2020
-1.78%2.50%
2019
20.36%20.73%
2018
-9.59%-10.41%
2017
16.36%18.90%
2016
6.61%9.24%
2015
-5.30%-3.06%
2014
5.81%3.61%
2013
23.34%25.36%
2012
N/A14.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.16%N/AN/AN/A
20233.06%2.85%-3.65%8.68%
20220.22%-8.27%-9.85%14.37%
20217.09%4.65%-2.02%6.86%
2020-24.96%12.36%4.61%11.37%
201910.28%1.37%1.55%6.02%
2018-4.75%0.08%3.23%-8.12%
20175.99%3.00%3.35%3.13%
20165.63%2.52%-0.44%-1.12%
2015-0.45%-1.78%-4.88%1.82%
20142.99%5.47%-3.22%0.65%
20137.79%0.96%6.50%6.42%
2012-0.50%4.04%0.93%N/A

Rank in category (by total return)

YTD47
1-month37
3-month48
1-year66
3-year44
5-year77

Load adjusted returns

1-year17.87%
3-year5.47%
5-year8.11%
10-year5.07%