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JHancock Disciplined Value Mid Cap R2 (JVMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.29+0.05 (+0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.82%
5-Year Average Return9.75%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)38.97%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return38.97%
Worst 3-Yr Total Return3.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJVMSXCategory
YTD4.11%21.28%
1-Month-1.94%-1.96%
3-Month-4.45%4.90%
1-Year12.66%55.83%
3-Year5.78%11.08%
5-Year10.10%11.93%
10-Year8.84%10.64%
Last Bull Market26.68%25.54%
Last Bear Market-13.75%-22.08%

Annual Total Return (%) History

Year
JVMSXCategory
2024
N/AN/A
2023
16.17%N/A
2022
-7.41%N/A
2021
26.44%N/A
2020
5.52%2.63%
2019
29.62%25.18%
2018
-15.06%-12.86%
2017
15.15%13.22%
2016
14.80%18.06%
2015
1.61%-5.41%
2014
12.87%9.31%
2013
38.97%35.14%
2012
N/A16.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.95%-4.45%N/AN/A
20231.32%5.97%-3.03%11.59%
2022-0.58%-13.75%-4.61%13.20%
202113.47%5.42%-1.73%7.55%
2020-30.08%17.71%5.42%21.62%
201913.49%5.44%2.05%6.13%
2018-0.47%-0.82%3.53%-16.89%
20174.15%1.88%3.34%5.00%
2016-0.16%3.20%5.79%5.33%
20154.31%-1.63%-5.57%4.87%
20143.59%3.20%-2.27%8.04%
201312.33%3.61%7.36%11.21%
2012-5.09%5.36%4.29%N/A

Rank In Category (By Total Return)

YTD47
1-Month48
3-Month69
1-Year43
3-Year40
5-Year36

Load Adjusted Returns

1-Year12.66%
3-Year5.78%
5-Year10.10%
10-Year8.84%