Nasdaq - Delayed Quote USD

JHancock Disciplined Value Mid Cap A (JVMAX)

27.05 +0.05 (+0.19%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.08%
5y Average Return 10.50%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 40.78%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 40.78%
Worst 3Y Total Return 4.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JVMAX
Category
YTD
9.00%
21.28%
1-Month
4.73%
-1.96%
3-Month
9.00%
4.90%
1-Year
25.16%
55.83%
3-Year
9.46%
11.08%
5-Year
12.46%
11.93%
10-Year
9.84%
10.64%
Last Bull Market
45.67%
25.54%
Last Bear Market
-13.75%
-22.08%

Annual Total Return (%) History

Year
JVMAX
Category
2024
--
--
2023
16.36%
--
2022
-7.30%
--
2021
26.64%
--
2020
5.62%
2.63%
2019
29.81%
25.18%
2018
-14.90%
-12.86%
2017
15.28%
13.22%

2016
15.01%
18.06%
2015
1.80%
-5.41%
2014
12.95%
9.31%
2013
39.14%
35.14%
2012
18.08%
16.60%
2011
0.32%
-3.96%
2010
22.96%
21.92%
2009
40.78%
35.41%
2008
-32.51%
-36.77%
2007
5.09%
0.83%
2006
16.76%
15.87%
2005
9.96%
8.82%
2004
20.51%
17.85%
2003
36.37%
33.85%
2002
-14.74%
-13.25%
2001
8.37%
6.67%
2000
14.51%
18.45%
1999
-4.54%
8.50%
1998
-2.20%
1.94%
1997
--
25.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.00% -- -- --
2023 1.33% 5.99% -2.97% 11.65%
2022 -0.57% -13.75% -4.55% 13.25%
2021 13.54% 5.41% -1.69% 7.63%
2020 -30.10% 17.77% 5.47% 21.65%
2019 13.50% 5.50% 2.09% 6.19%
2018 -0.45% -0.76% 3.56% -16.83%
2017 4.19% 1.90% 3.41% 5.00%
2016 -0.11% 3.24% 5.81% 5.38%
2015 4.40% -1.58% -5.54% 4.90%

2014 3.64% 3.18% -2.23% 8.04%
2013 12.39% 3.65% 7.31% 11.29%
2012 13.13% -5.00% 5.34% 4.29%
2011 9.21% 0.25% -19.57% 13.92%
2010 8.17% -11.59% 12.18% 14.62%
2009 -7.37% 19.63% 19.24% 6.55%
2008 -9.10% 0.69% -5.60% -21.89%
2007 4.69% 7.59% -2.72% -4.09%
2006 5.39% -2.90% 2.99% 10.79%
2005 -1.31% 4.69% 3.21% 3.12%
2004 5.57% 2.23% -1.67% 13.56%
2003 -3.74% 18.74% 5.14% 13.48%
2002 8.92% -9.69% -19.33% 7.45%
2001 -4.61% 11.59% -13.61% 17.84%
2000 2.58% -0.19% 6.91% 4.61%
1999 -4.41% 12.62% -10.20% -1.25%
1998 13.64% -3.95% -20.89% 13.25%
1997 11.52% 2.47% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 77
3-Month 34
1-Year 26
3-Year 26
5-Year 22

Load Adjusted Returns

1-Year 18.90%
3-Year 7.60%
5-Year 11.31%
10-Year 9.27%

Performance & Risk

YTD Return 4.08%
5y Average Return 10.50%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family John Hancock
Net Assets 23.43B
YTD Return 9.00%
Yield 0.67%
Morningstar Rating
Inception Date Jun 02, 1997

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.

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