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JHancock Disciplined Value C (JVLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.28+0.12 (+0.52%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.19%
5-Year Average Return10.23%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)34.44%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return34.44%
Worst 3-Yr Total Return3.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJVLCXCategory
YTD10.18%4.44%
1-Month3.13%-4.04%
3-Month4.66%4.09%
1-Year28.29%14.37%
3-Year7.21%6.04%
5-Year11.94%9.20%
10-Year8.26%8.57%
Last Bull Market25.46%22.97%
Last Bear Market-11.41%-11.27%

Annual Total Return (%) History

Year
JVLCXCategory
2024
N/AN/A
2023
12.72%11.63%
2022
-5.40%-5.90%
2021
28.86%26.22%
2020
0.61%2.91%
2019
21.44%25.04%
2018
-10.44%-8.53%
2017
17.99%15.94%
2016
12.78%14.81%
2015
-5.90%-4.05%
2014
9.80%10.21%
2013
34.44%31.21%
2012
18.60%14.57%
2011
-0.71%-0.75%
2010
11.75%13.66%
2009
24.81%24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.41%N/AN/AN/A
2023-0.65%4.27%0.29%8.50%
20220.27%-11.41%-5.24%12.38%
202114.79%5.08%-2.02%9.04%
2020-29.54%16.37%3.52%18.52%
20199.02%2.69%1.28%7.11%
2018-2.02%-0.67%7.25%-14.19%
20173.60%2.30%4.40%6.64%
2016-0.65%1.26%4.02%7.77%
2015-0.54%0.00%-9.28%4.29%
20142.27%2.11%0.00%5.15%
201310.66%5.37%4.60%10.22%
201213.93%-4.22%7.60%1.01%
20116.66%-0.53%-17.31%13.18%
20106.15%-12.09%9.07%9.79%
2009-12.46%17.92%16.59%3.70%

Rank In Category (By Total Return)

YTD15
1-Month46
3-Month33
1-Year13
3-Year34
5-Year39

Load Adjusted Returns

1-Year27.29%
3-Year7.21%
5-Year11.94%
10-Year8.26%