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JHancock Disciplined Value Mid Cap R6 (JVMRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.93+0.04 (+0.14%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.74%
5-Year Average Return11.50%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 6, 2024)39.66%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return39.66%
Worst 3-Yr Total Return4.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJVMRXCategory
YTD3.25%21.28%
1-Month-5.36%-1.96%
3-Month4.86%4.90%
1-Year18.19%55.83%
3-Year6.04%11.08%
5-Year10.53%11.93%
10-Year9.79%10.64%
Last Bull Market26.98%25.54%
Last Bear Market-13.69%-22.08%

Annual Total Return (%) History

Year
JVMRXCategory
2024
N/AN/A
2023
16.77%N/A
2022
-6.96%N/A
2021
27.05%N/A
2020
6.01%2.63%
2019
30.28%25.18%
2018
-14.59%-12.86%
2017
15.69%13.22%
2016
15.35%18.06%
2015
2.16%-5.41%
2014
13.44%9.31%
2013
39.66%35.14%
2012
18.51%16.60%
2011
N/A-3.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.10%N/AN/AN/A
20231.43%6.10%-2.89%11.73%
2022-0.43%-13.69%-4.46%13.32%
202113.60%5.55%-1.61%7.69%
2020-30.01%17.84%5.56%21.76%
201913.58%5.63%2.14%6.31%
2018-0.34%-0.69%3.64%-16.74%
20174.29%2.01%3.50%5.07%
2016-0.05%3.35%5.92%5.43%
20154.46%-1.53%-5.41%5.00%
20143.75%3.30%-2.16%8.19%
201312.49%3.75%7.48%11.34%
201213.29%-4.93%5.43%4.37%
201113.98%N/AN/AN/A

Rank In Category (By Total Return)

YTD39
1-Month56
3-Month30
1-Year24
3-Year25
5-Year19

Load Adjusted Returns

1-Year18.19%
3-Year6.04%
5-Year10.53%
10-Year9.79%