Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHUPX (U.S. EQUITY FUND (FKA U.S. MULTI SECTOR FUND) CLASS 1) | NA | 19.01% | 17.31% | 7.75% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 05/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHUPX (U.S. EQUITY FUND (FKA U.S. MULTI SECTOR FUND) CLASS 1) | 05/08/2012 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.01 | 17.31 | 7.75 | NA | NA | NA | … | … | 19.01 | 4.50 | 29.80 | -9.39 | 0.29 | 10.85 | 28.13 | 4.72 |
| Sharpe Ratio | NA | 2.41 | 1.20 | 0.47 | NA | NA | NA | … | … | 2.27 | 0.16 | 3.27 | -0.51 | 0.02 | 1.02 | 2.82 | 0.65 |
| Standard Deviation(%) | NA | 7.85 | 13.47 | 15.04 | NA | NA | NA | … | … | 7.80 | 20.04 | 8.97 | 18.93 | 15.10 | 10.64 | 9.96 | 11.36 |
| Draw Down(%) | NA | 3.14 | 20.65 | 20.65 | NA | NA | NA | … | … | 3.14 | 20.65 | 2.93 | 18.43 | 12.84 | 6.12 | 4.77 | 7.57 |
| Yield(%) | 0.00 | 0.15 | 3.32 | 6.13 | 7.23 | 4.82 | 3.61 | … | … | 0.15 | 3.59 | 5.22 | 9.03 | 16.70 | 18.79 | 14.91 | 1.64 |
Data as of 12/30/2019, Common starting date is 05/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUPX (U.S. EQUITY FUND (FKA U.S. MULTI SECTOR FUND) CLASS 1) |
0.24%
Dec 2013 – Dec 2016 |
6.44%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHUPX (U.S. EQUITY FUND (FKA U.S. MULTI SECTOR FUND) CLASS 1) |
17.65%
Nov 2016 – Nov 2019 |
11.89%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart