Nasdaq - Delayed Quote USD

JHancock Disciplined Value Mid Cap R6 (JVMRX)

28.51 +0.05 (+0.18%)
At close: 6:46 PM EDT

Fund Summary

Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.66%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 2

Performance & Risk

YTD Return 4.02%
5y Average Return 10.97%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JVMRXCategory AverageJVMRXCategory AverageJVMRXCategory Average
Alpha -0.6 -0.09 -1.93 -0.07 -2.69 -0.06
BETA 0.92 0.01 1.04 0.01 1.05 0.01
Mean Annual Return 0.92 0.01 1.2 0.01 0.94 0.01
R-squared 76.96 0.85 81.61 0.82 82.5 0.84
Standard Deviation 18.41 0.25 21.15 0.2 17.54 0.17
Sharpe Ratio 0.44 0.01 0.58 0.01 0.56 0.01
Treynor Ratio 7.49 0.08 10.28 0.09 8.32 0.09

Related Tickers