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JHancock Fundamental Large Cap Core A (TAGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.29+0.46 (+0.68%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.35%
5-year average return14.82%
Number of years up30
Number of years down9
Best 1-yr total return (30 May 2024)35.06%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return35.06%
Worst 3-yr total return4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTAGRXCategory
YTD3.70%5.31%
1-month-3.18%-4.19%
3-month3.32%3.90%
1-year21.81%20.31%
3-year4.69%6.48%
5-year11.85%11.78%
10-year11.05%10.96%
Last bull market26.37%25.56%
Last bear market-18.31%-15.11%

Annual total return (%) history

Year
TAGRXCategory
2024
N/AN/A
2023
32.17%22.32%
2022
-24.79%-16.96%
2021
29.23%26.07%
2020
20.55%15.83%
2019
35.06%28.78%
2018
-13.88%-6.27%
2017
20.19%20.44%
2016
10.07%10.37%
2015
5.79%-1.07%
2014
7.84%10.96%
2013
32.23%31.50%
2012
20.18%14.96%
2011
-9.03%-1.27%
2010
14.20%14.01%
2009
33.73%28.17%
2008
-36.82%-37.79%
2007
33.77%6.16%
2006
20.22%14.17%
2005
16.26%5.88%
2004
4.14%10.02%
2003
23.29%27.05%
2002
-37.84%-22.25%
2001
-3.37%-13.50%
2000
-2.93%-6.31%
1999
37.89%20.16%
1998
15.94%22.39%
1997
36.71%28.37%
1996
22.21%20.76%
1995
36.74%32.35%
1994
-8.49%-0.93%
1993
9.74%N/A
1992
6.02%N/A
1991
32.29%N/A
1990
-0.45%N/A
1989
24.68%N/A
1988
6.51%N/A
1987
7.91%N/A
1986
11.50%N/A
1985
25.16%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.11%N/AN/AN/A
202312.66%6.16%-4.08%15.21%
2022-6.62%-18.31%-4.56%3.30%
20219.20%9.88%0.86%6.78%
2020-24.69%29.45%8.27%14.21%
201916.99%4.69%-0.40%10.71%
2018-1.62%2.35%4.09%-17.83%
20175.87%3.85%4.82%4.30%
2016-4.56%2.02%6.86%5.78%
20150.90%3.29%-5.64%7.57%
2014-0.08%4.35%0.80%2.60%
20137.78%3.69%6.20%11.41%
201214.21%-4.33%8.67%1.22%
20115.19%-3.80%-18.93%10.89%
20104.73%-11.98%12.01%10.60%
2009-4.80%16.17%16.17%4.09%
20080.11%7.39%-22.86%-23.80%
20076.22%10.16%6.84%7.01%
20067.64%1.84%-0.72%10.46%
2005-0.13%3.30%11.23%1.32%
20041.37%-0.88%-2.04%5.80%
2003-2.95%12.43%2.94%9.77%
2002-9.16%-19.83%-16.82%2.62%
2001-5.59%12.80%-24.00%19.40%
20008.07%-4.08%4.18%-10.11%
19990.83%12.90%-7.99%31.65%
199813.56%0.46%-12.95%16.74%
19973.73%18.37%10.42%0.83%
19964.65%5.21%3.30%7.46%
19959.43%9.99%8.03%5.16%
1994-6.38%-2.38%3.39%-3.17%
19934.98%0.62%3.99%-0.10%
1992-2.89%1.49%3.93%3.50%
199112.42%-0.18%6.55%10.63%
1990-1.38%7.51%-10.97%5.46%
19895.18%4.67%9.58%3.35%
19882.75%2.03%0.11%1.48%
198714.52%2.22%3.25%-10.72%
198613.36%0.62%-6.67%4.73%
19856.86%9.89%-5.58%12.88%

Rank in category (by total return)

YTD78
1-month10
3-month71
1-year51
3-year83
5-year58

Load adjusted returns

1-year15.72%
3-year2.92%
5-year10.71%
10-year10.48%