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JHFunds2 Capital Appreciation NAV (JHCPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.75-0.05 (-0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.11%
5-year average return18.00%
Number of years up14
Number of years down4
Best 1-yr total return (20 June 2024)56.35%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return56.35%
Worst 3-yr total return3.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJHCPXCategory
YTD13.59%12.38%
1-month5.15%5.09%
3-month0.45%10.28%
1-year35.70%41.70%
3-year7.30%22.56%
5-year18.41%21.98%
10-year15.55%15.99%
Last bull market34.16%25.99%
Last bear market-25.34%-17.29%

Annual total return (%) history

Year
JHCPXCategory
2024
N/AN/A
2023
53.15%N/A
2022
-37.69%N/A
2021
15.88%N/A
2020
56.35%35.86%
2019
33.20%31.90%
2018
-1.01%-2.09%
2017
36.69%27.67%
2016
-1.33%3.23%
2015
11.42%3.60%
2014
9.79%10.00%
2013
37.51%33.92%
2012
15.91%15.34%
2011
0.13%-2.46%
2010
11.83%15.53%
2009
42.22%35.68%
2008
-37.23%-40.67%
2007
11.64%13.35%
2006
2.32%7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.96%N/AN/AN/A
202318.45%15.66%-3.83%16.23%
2022-13.97%-25.34%-2.08%-0.93%
2021-3.20%13.76%0.35%4.86%
2020-11.69%35.47%15.93%12.73%
201917.63%2.99%-2.21%12.43%
20184.31%6.46%6.69%-16.45%
201710.91%6.09%8.58%6.98%
2016-5.65%-1.20%8.10%-2.09%
20155.64%2.86%-5.40%8.39%
2014-0.06%4.43%1.92%3.21%
20136.83%2.44%12.27%11.91%
201219.41%-6.98%5.67%-1.25%
20114.52%3.65%-13.42%6.76%
20102.67%-12.83%11.95%11.61%
2009-0.42%15.09%13.60%9.23%
2008-10.78%2.16%-12.88%-20.95%
20071.27%3.56%6.23%0.20%
20061.30%-7.28%4.46%4.29%

Rank in category (by total return)

YTD37
1-month51
3-month78
1-year23
3-year48
5-year16

Load adjusted returns

1-year35.70%
3-year7.30%
5-year18.41%
10-year15.55%