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JHancock Fundamental Large Cap Core R5 (JLCVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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75.25+0.14 (+0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.78%
5-Year Average Return14.10%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Jul 1, 2024)35.46%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return35.46%
Worst 3-Yr Total Return4.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLCVXCategory
YTD9.49%5.31%
1-Month5.48%-4.19%
3-Month5.00%3.90%
1-Year28.06%20.31%
3-Year6.71%6.48%
5-Year15.18%11.78%
10-Year11.70%10.96%
Last Bull Market26.52%25.56%
Last Bear Market-18.25%-15.11%

Annual Total Return (%) History

Year
JLCVXCategory
2024
N/AN/A
2023
32.59%22.32%
2022
-24.56%-16.96%
2021
29.61%26.07%
2020
20.94%15.83%
2019
35.46%28.78%
2018
-13.61%-6.27%
2017
20.54%20.44%
2016
10.41%10.37%
2015
6.11%-1.07%
2014
8.19%10.96%
2013
32.67%31.50%
2012
20.61%14.96%
2011
-8.68%-1.27%
2010
14.51%14.01%
2009
N/A28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.18%4.44%N/AN/A
202312.75%6.25%-4.01%15.31%
2022-6.54%-18.25%-4.50%3.39%
20219.27%9.96%0.94%6.87%
2020-24.63%29.55%8.34%14.32%
201917.07%4.76%-0.31%10.80%
2018-1.53%2.43%4.16%-17.77%
20175.94%3.94%4.90%4.36%
2016-4.48%2.11%6.92%5.87%
20150.97%3.38%-5.57%7.65%
20140.00%4.43%0.90%2.68%
20137.91%3.75%6.27%11.51%
201214.33%-4.25%8.76%1.30%
20115.29%-3.71%-18.88%11.03%
20104.80%-11.96%12.13%10.69%
200916.28%4.15%N/AN/A

Rank In Category (By Total Return)

YTD64
1-Month10
3-Month11
1-Year38
3-Year73
5-Year40

Load Adjusted Returns

1-Year28.06%
3-Year6.71%
5-Year15.18%
10-Year11.70%