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JHancock Financial Industries A (FIDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.20-0.07 (-0.43%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.68%
5-Year Average Return7.10%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (Jun 13, 2024)37.47%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return37.47%
Worst 3-Yr Total Return4.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIDAXCategory
YTD9.26%23.64%
1-Month4.49%-3.05%
3-Month4.49%5.29%
1-Year31.72%61.45%
3-Year1.34%10.74%
5-Year8.87%14.55%
10-Year7.31%11.64%
Last Bull Market28.56%28.35%
Last Bear Market-15.52%-25.24%

Annual Total Return (%) History

Year
FIDAXCategory
2024
N/AN/A
2023
5.00%N/A
2022
-14.14%N/A
2021
29.38%N/A
2020
1.63%-1.15%
2019
31.22%28.39%
2018
-15.21%-14.21%
2017
13.29%16.72%
2016
20.17%19.09%
2015
-2.37%-0.87%
2014
5.87%4.90%
2013
37.47%34.57%
2012
34.95%24.77%
2011
-14.38%-15.12%
2010
10.82%11.13%
2009
25.81%25.26%
2008
-47.66%-43.91%
2007
-4.39%-11.64%
2006
17.48%16.90%
2005
9.97%6.74%
2004
9.75%14.02%
2003
26.43%33.56%
2002
-16.40%-10.28%
2001
-17.86%-2.05%
2000
30.39%27.74%
1999
-1.07%-1.79%
1998
4.93%6.05%
1997
37.76%47.00%
1996
N/A31.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.85%N/AN/AN/A
2023-8.60%0.74%1.17%12.72%
2022-3.26%-15.52%-1.84%7.02%
202113.95%3.61%4.53%4.84%
2020-30.10%17.36%1.59%21.95%
201910.41%7.19%1.29%9.47%
2018-0.45%-0.45%3.39%-17.24%
20171.52%2.94%4.61%3.62%
2016-8.20%-1.09%8.18%22.33%
2015-0.17%3.83%-9.08%3.60%
20143.60%-0.41%-1.57%4.24%
201311.69%5.23%5.39%10.98%
201222.70%-3.70%9.18%4.60%
20115.43%-4.26%-24.93%13.00%
20109.42%-13.81%5.60%11.28%
2009-15.43%23.62%21.34%-0.81%
2008-15.75%-9.83%-0.09%-31.04%
2007-0.76%4.66%-3.96%-4.14%
20064.76%-2.10%5.92%8.15%
2005-4.65%4.55%2.09%8.06%
20043.49%-1.16%-0.95%8.32%
2003-5.87%17.23%3.74%10.44%
20021.51%-7.69%-14.02%3.76%
2001-13.97%5.77%-15.67%7.04%
20004.00%0.79%22.94%1.18%
19990.88%4.48%-14.77%10.13%
199810.37%1.59%-20.12%17.15%
1997-2.32%16.86%14.51%5.38%
199611.96%7.19%10.95%N/A

Rank In Category (By Total Return)

YTD47
1-Month32
3-Month45
1-Year63
3-Year57
5-Year60

Load Adjusted Returns

1-Year25.13%
3-Year-0.38%
5-Year7.76%
10-Year6.76%