|
| Morningstar Return Rating: | Average | | Year to Date Return: | 26.98% | | 5-Year Average Return: | 5.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.75% | |
Worst 1-Yr Total Return (2008): | -10.85% | |
Best 3-Yr Total Return (2004-6): | 5.14% | |
Worst 3-Yr Total Return (2006-8): | -0.57% |
|
| 1-Year: | 9.49% | | 3-Year: | 4.26% | | 5-Year: | 4.79% | | 10-Year: | 5.84% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JHFIX | Category | Diff | Index* | Diff | | Year To Date | 26.98 | 26.40 | 0.58 | 7.61 | 19.37 | | 1-Month | 1.41 | 1.05 | 0.36 | 1.29 | 0.12 | | 3-Month | 5.25 | 5.48 | -0.23 | 2.86 | 2.39 | | 1-Year | 29.14 | 32.78 | -3.64 | 11.63 | 17.51 | | 3-Year | 5.89 | 3.95 | 1.94 | 6.40 | -0.51 | | 5-Year | 5.18 | 4.79 | 0.39 | 5.49 | -0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.38 | 23.40 | -1.02 | 7.06 | 15.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.78 | 3.93 | 3.85 | 7.94 | -0.16 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JHFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.85 | -15.41 | 4.56 | | 2007 | | | 5.55 | 4.45 | 1.10 | | 2006 | | | 4.48 | 6.90 | -2.42 | | 2005 | | | 2.28 | 2.12 | 0.16 | | 2004 | | | 8.75 | 8.38 | 0.37 | | 2003 | | | 16.86 | 16.18 | 0.68 | | 2002 | | | 7.32 | 6.76 | 0.56 | | 2001 | | | 4.82 | 4.22 | 0.60 | | 2000 | | | 1.19 | 1.73 | -0.54 | | 1999 | | | 3.35 | 2.89 | 0.46 |
|
| PAST QUARTERLY RETURNS (%) FOR
JHFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.01 | 11.00 | 9.71 | N/A | | 2008 | 1.26 | -0.80 | -3.83 | -7.71 | | 2007 | 1.48 | 0.67 | 2.09 | 1.21 | | 2006 | 0.73 | 0.43 | 1.72 | 1.53 | | 2005 | -0.87 | 1.14 | 1.95 | 0.07 | | 2004 | 1.38 | -3.25 | 4.68 | 5.93 | | 2003 | 4.54 | 7.11 | 0.96 | 3.38 | | 2002 | 0.23 | 1.72 | 1.20 | 4.02 | | 2001 | 1.40 | 0.58 | -0.33 | 3.12 | | 2000 | 1.19 | 0.29 | -0.18 | -0.11 | | 1999 | N/A | N/A | N/A | 2.24 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 115 | 252 | 45.63 | | 1-Month | 33 | 280 | 11.79 | | 3-Month | 98 | 267 | 36.70 | | 6-Month | 103 | 266 | 38.72 | | 1-Year | 101 | 236 | 42.80 | | 3-Year | 21 | 170 | 12.35 | | 5-Year | 35 | 141 | 24.82 |
|
|
|
|
|