Nasdaq - Delayed Quote • USD
JHancock Small Cap Core R6 (JORSX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.89% |
| 5y Average Return | 8.84% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2024) | 26.99% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 26.99% |
| Worst 3Y Total Return | 5.46% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JORSX
Category
- YTD
- 4.70%
- 20.19%
- 1-Month
- 2.93%
- 0.02%
- 3-Month
- 4.70%
- 4.36%
- 1-Year
- 14.92%
- 60.18%
- 3-Year
- 1.23%
- 11.32%
- 5-Year
- 10.97%
- 13.88%
- 10-Year
- 8.75%
- 11.19%
- Last Bull Market
- 53.34%
- 27.98%
- Last Bear Market
- -17.29%
- -24.08%
Annual Total Return (%) History
Year
JORSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.70% | -- | -- | -- |
| 2023 | 6.24% | 4.56% | -6.08% | 11.77% |
| 2022 | -3.00% | -17.29% | -4.55% | 5.82% |
| 2021 | 18.41% | 3.17% | -4.67% | 6.59% |
| 2020 | -26.33% | 26.12% | 6.59% | 27.34% |
| 2019 | 16.87% | 2.62% | -1.88% | 7.91% |
| 2018 | -2.78% | 2.85% | 1.67% | -19.52% |
| 2017 | 2.86% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 86 |
| 3-Month | 65 |
| 1-Year | 82 |
| 3-Year | 80 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 14.92% |
| 3-Year | 1.23% |
| 5-Year | 10.97% |
| 10-Year | 8.75% |
Performance & Risk
| YTD Return | -0.89% |
| 5y Average Return | 8.84% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | John Hancock |
| Net Assets | 2.06B |
| YTD Return | 4.70% |
| Yield | 0.21% |
| Morningstar Rating | |
| Inception Date | Dec 20, 2013 |
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization companies. The fund's managers consider small-capitalization companies to be those that, at the time of investment, are in the capitalization range of the Russell 2000 Index. The fund may invest up to 10% of its total assets in foreign securities including emerging-market securities and securities of non-U.S. companies traded on a U.S. exchange.
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