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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.48% | | 5-Year Average Return: | 5.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.33% | |
Worst 1-Yr Total Return (2008): | -11.61% | |
Best 3-Yr Total Return (2005-7): | 4.33% | |
Worst 3-Yr Total Return (2006-8): | -0.78% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JHBIX | Category | Diff | Index* | Diff | | Year To Date | 27.48 | 13.54 | 13.94 | 6.24 | 21.24 | | 1-Month | 2.22 | 0.89 | 1.33 | 0.49 | 1.73 | | 3-Month | 8.41 | 4.14 | 4.27 | 2.60 | 5.81 | | 1-Year | 27.06 | 17.86 | 9.2 | 13.79 | 13.27 | | 3-Year | 6.20 | 4.54 | 1.66 | 6.35 | -0.15 | | 5-Year | 5.18 | 3.85 | 1.33 | 5.05 | 0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.69 | 13.81 | 9.88 | 7.06 | 16.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.18 | 6.49 | 2.69 | 7.94 | 1.24 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JHBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.61 | -4.70 | -6.91 | | 2007 | | | 5.33 | 4.70 | 0.63 | | 2006 | | | 4.91 | 4.15 | 0.76 | | 2005 | | | 2.78 | 1.80 | 0.98 | | 2004 | | | 5.03 | 3.91 | 1.12 | | 2003 | | | 8.07 | 5.10 | 2.97 | | 2002 | | | 7.85 | 8.04 | -0.19 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JHBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.85 | 10.24 | 11.07 | N/A | | 2008 | -0.26 | -1.03 | -3.44 | -7.26 | | 2007 | 1.51 | -0.45 | 2.28 | 1.91 | | 2006 | -0.43 | -0.23 | 3.86 | 1.68 | | 2005 | -0.09 | 2.71 | -0.49 | 0.66 | | 2004 | 2.60 | -2.44 | 3.38 | 1.50 | | 2003 | 2.57 | 4.07 | 0.00 | 1.23 | | 2002 | 0.03 | 1.56 | 3.77 | 2.30 | | 2001 | N/A | N/A | N/A | 0.51 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 44 | 1122 | 3.92 | | 1-Month | 11 | 1164 | 0.95 | | 3-Month | 23 | 1154 | 1.99 | | 6-Month | 45 | 1133 | 3.97 | | 1-Year | 71 | 1113 | 6.38 | | 3-Year | 213 | 957 | 22.26 | | 5-Year | 119 | 845 | 14.08 |
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