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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%