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JHFunds 2 Capital Appreciation 1 (JICPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.90+0.28 (+1.92%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.76%
5-year average return15.46%
Number of years up14
Number of years down4
Best 1-yr total return (22 Apr 2024)56.31%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return56.31%
Worst 3-yr total return3.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJICPXCategory
YTD13.87%12.38%
1-month0.71%5.09%
3-month13.87%10.28%
1-year47.23%41.70%
3-year9.13%22.56%
5-year17.35%21.98%
10-year15.61%15.99%
Last bull market38.29%25.99%
Last bear market-25.32%-17.29%

Annual total return (%) history

Year
JICPXCategory
2024
N/AN/A
2023
53.08%N/A
2022
-37.68%N/A
2021
15.80%N/A
2020
56.31%35.86%
2019
33.03%31.90%
2018
-0.99%-2.09%
2017
36.63%27.67%
2016
-1.39%3.23%
2015
11.38%3.60%
2014
9.67%10.00%
2013
37.48%33.92%
2012
15.77%15.34%
2011
0.17%-2.46%
2010
11.80%15.53%
2009
42.22%35.68%
2008
-37.31%-40.67%
2007
11.60%13.35%
2006
2.21%7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.87%N/AN/AN/A
202318.39%15.62%-3.86%16.31%
2022-13.96%-25.32%-2.18%-0.85%
2021-3.21%13.73%0.35%4.83%
2020-11.73%35.55%15.88%12.74%
201917.52%2.99%-2.21%12.39%
20184.32%6.42%6.71%-16.42%
201710.94%6.04%8.60%6.95%
2016-5.60%-1.26%8.12%-2.15%
20155.65%2.87%-5.41%8.35%
2014-0.06%4.37%1.93%3.15%
20136.84%2.44%12.21%11.94%
201219.33%-6.98%5.67%-1.30%
20114.53%3.65%-13.43%6.80%
20102.78%-12.92%12.07%11.46%
2009-0.42%15.25%13.48%9.20%
2008-10.70%1.96%-12.81%-21.03%
20071.27%3.57%6.24%0.15%
20061.20%-7.29%4.57%4.18%

Rank in category (by total return)

YTD27
1-month95
3-month27
1-year6
3-year50
5-year18

Load adjusted returns

1-year47.23%
3-year9.13%
5-year17.35%
10-year15.61%