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JHancock Disciplined Value A (JVLAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.55+0.09 (+0.35%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.94%
5-Year Average Return11.27%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)35.51%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return35.51%
Worst 3-Yr Total Return3.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJVLAXCategory
YTD10.54%4.44%
1-Month3.21%-4.04%
3-Month4.90%4.09%
1-Year29.28%14.37%
3-Year8.02%6.04%
5-Year12.79%9.20%
10-Year9.08%8.57%
Last Bull Market25.91%22.97%
Last Bear Market-11.24%-11.27%

Annual Total Return (%) History

Year
JVLAXCategory
2024
N/AN/A
2023
13.58%11.63%
2022
-4.69%-5.90%
2021
29.82%26.22%
2020
1.38%2.91%
2019
22.36%25.04%
2018
-9.79%-8.53%
2017
18.92%15.94%
2016
13.64%14.81%
2015
-5.20%-4.05%
2014
10.60%10.21%
2013
35.51%31.21%
2012
19.53%14.57%
2011
-0.00%-0.75%
2010
12.78%13.66%
2009
26.05%24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.62%N/AN/AN/A
2023-0.50%4.51%0.44%8.75%
20220.45%-11.24%-5.09%12.64%
202114.97%5.26%-1.81%9.25%
2020-29.44%16.61%3.73%18.78%
20199.28%2.81%1.49%7.31%
2018-1.86%-0.50%7.45%-14.03%
20173.81%2.46%4.62%6.87%
2016-0.45%1.42%4.25%7.97%
2015-0.36%0.21%-9.14%4.50%
20142.49%2.27%0.21%5.30%
201310.85%5.58%4.81%10.47%
201214.18%-4.05%7.78%1.22%
20116.80%-0.29%-17.19%13.39%
20106.40%-11.86%9.22%10.11%
2009-12.16%18.05%16.96%3.93%

Rank In Category (By Total Return)

YTD12
1-Month43
3-Month29
1-Year11
3-Year21
5-Year26

Load Adjusted Returns

1-Year22.82%
3-Year6.19%
5-Year11.64%
10-Year8.52%