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JHancock Fundamental Large Cap Core R4 (JLCFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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72.16+0.48 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.40%
5-year average return14.96%
Number of years up11
Number of years down3
Best 1-yr total return (30 May 2024)35.17%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return35.17%
Worst 3-yr total return4.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLCFXCategory
YTD3.74%5.31%
1-month-3.17%-4.19%
3-month3.35%3.90%
1-year21.99%20.31%
3-year4.81%6.48%
5-year11.98%11.78%
10-year11.17%10.96%
Last bull market26.45%25.56%
Last bear market-18.27%-15.11%

Annual total return (%) history

Year
JLCFXCategory
2024
N/AN/A
2023
32.33%22.32%
2022
-24.70%-16.96%
2021
29.35%26.07%
2020
20.72%15.83%
2019
35.17%28.78%
2018
-13.78%-6.27%
2017
20.32%20.44%
2016
10.16%10.37%
2015
5.92%-1.07%
2014
7.99%10.96%
2013
32.38%31.50%
2012
20.36%14.96%
2011
-8.99%-1.27%
2010
14.15%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.14%N/AN/AN/A
202312.69%6.17%-4.05%15.27%
2022-6.59%-18.27%-4.54%3.32%
20219.21%9.91%0.89%6.81%
2020-24.65%29.47%8.31%14.25%
201917.02%4.71%-0.36%10.71%
2018-1.58%2.38%4.09%-17.80%
20175.90%3.88%4.85%4.30%
2016-4.55%2.05%6.89%5.80%
20150.92%3.30%-5.60%7.62%
2014-0.05%4.40%0.85%2.62%
20137.84%3.70%6.24%11.43%
201214.25%-4.30%8.69%1.28%
20115.25%-3.82%-18.91%10.88%
20104.71%-11.97%11.96%10.61%
200916.18%4.07%N/AN/A

Rank in category (by total return)

YTD78
1-month10
3-month70
1-year49
3-year82
5-year56

Load adjusted returns

1-year21.99%
3-year4.81%
5-year11.98%
10-year11.17%