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JHancock Classic Value I (JCVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.67+0.33 (+0.96%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.23%
5-year average return8.62%
Number of years up14
Number of years down7
Best 1-yr total return (27 Jun 2024)40.88%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return40.88%
Worst 3-yr total return0.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJCVIXCategory
YTD1.99%4.44%
1-month1.00%-4.04%
3-month0.28%4.09%
1-year20.41%14.37%
3-year5.02%6.04%
5-year10.97%9.20%
10-year7.75%8.57%
Last bull market26.50%22.97%
Last bear market-13.38%-11.27%

Annual total return (%) history

Year
JCVIXCategory
2024
N/AN/A
2023
18.90%11.63%
2022
-6.77%-5.90%
2021
28.58%26.22%
2020
-2.46%2.91%
2019
25.16%25.04%
2018
-16.71%-8.53%
2017
16.75%15.94%
2016
22.32%14.81%
2015
-6.94%-4.05%
2014
10.82%10.21%
2013
40.88%31.21%
2012
15.33%14.57%
2011
-6.46%-0.75%
2010
16.42%13.66%
2009
36.46%24.13%
2008
-46.38%-37.09%
2007
-13.86%1.42%
2006
17.01%18.15%
2005
9.28%5.95%
2004
14.77%12.97%
2003
36.81%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.11%N/AN/AN/A
20235.33%3.54%-2.47%11.79%
20222.92%-13.38%-8.39%14.15%
202116.12%5.72%-1.01%5.81%
2020-41.37%21.78%0.26%36.25%
201910.94%3.48%-1.37%10.53%
2018-1.72%-0.72%2.06%-16.36%
20172.53%2.20%3.88%7.27%
2016-1.31%0.37%9.47%12.80%
2015-2.17%2.45%-11.89%5.38%
20141.77%3.83%-0.27%5.16%
201313.84%7.49%3.04%11.73%
201214.83%-7.14%5.00%3.00%
20115.58%-0.06%-21.25%12.57%
20109.93%-13.83%11.14%10.59%
2009-14.62%27.33%23.97%1.25%
2008-10.76%-11.95%-8.79%-25.19%
2007-0.79%7.27%-6.54%-13.39%
20064.62%-2.71%9.07%5.40%
2005-1.82%4.46%2.37%4.09%
20043.99%2.08%-1.53%9.80%
2003-5.57%20.72%4.19%15.19%

Rank in category (by total return)

YTD98
1-month98
3-month96
1-year68
3-year76
5-year59

Load adjusted returns

1-year20.41%
3-year5.02%
5-year10.97%
10-year7.75%