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JHancock Fundamental Large Cap Core I (JLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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75.42+0.42 (+0.56%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.60%
5-year average return14.15%
Number of years up17
Number of years down5
Best 1-yr total return (4 July 2024)35.39%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return35.39%
Worst 3-yr total return4.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLVIXCategory
YTD11.91%5.31%
1-month2.23%-4.19%
3-month4.43%3.90%
1-year23.83%20.31%
3-year6.43%6.48%
5-year14.08%11.78%
10-year11.57%10.96%
Last bull market26.48%25.56%
Last bear market-18.26%-15.11%

Annual total return (%) history

Year
JLVIXCategory
2024
N/AN/A
2023
32.48%22.32%
2022
-24.59%-16.96%
2021
29.54%26.07%
2020
20.86%15.83%
2019
35.39%28.78%
2018
-13.67%-6.27%
2017
20.50%20.44%
2016
10.37%10.37%
2015
6.07%-1.07%
2014
8.14%10.96%
2013
32.63%31.50%
2012
20.57%14.96%
2011
-8.69%-1.27%
2010
14.60%14.01%
2009
34.27%28.17%
2008
-36.57%-37.79%
2007
34.36%6.16%
2006
20.78%14.17%
2005
16.75%5.88%
2004
4.68%10.02%
2003
24.85%27.05%
2002
-37.55%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.17%4.43%N/AN/A
202312.72%6.22%-4.02%15.28%
2022-6.56%-18.26%-4.49%3.37%
20219.26%9.96%0.93%6.84%
2020-24.64%29.54%8.32%14.29%
201917.07%4.75%-0.34%10.77%
2018-1.55%2.41%4.15%-17.79%
20175.95%3.93%4.89%4.34%
2016-4.48%2.09%6.91%5.87%
20150.97%3.36%-5.60%7.66%
2014-0.03%4.43%0.90%2.66%
20137.88%3.75%6.28%11.50%
201214.34%-4.29%8.77%1.29%
20115.29%-3.72%-18.85%10.99%
20104.80%-11.89%12.12%10.69%
2009-4.72%16.33%16.27%4.19%
20080.20%7.50%-22.80%-23.73%
20076.38%10.31%6.96%7.06%
20067.76%2.01%-0.66%10.60%
2005-0.06%3.43%11.33%1.46%
20041.41%-0.73%-1.94%6.03%
2003-2.77%12.52%3.07%10.72%
2002-9.05%-19.74%-16.70%2.70%
200112.80%-24.00%19.46%N/A

Rank in category (by total return)

YTD65
1-month65
3-month17
1-year42
3-year78
5-year45

Load adjusted returns

1-year23.83%
3-year6.43%
5-year14.08%
10-year11.57%