Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

John Hancock Classic Value Fund Class B (JCVBX)

24.20
-0.04
(-0.17%)
At close: December 17 at 8:01:14 PM EST

Performance Overview

Morningstar Return Rating 1
YTD Return 12.31%
5y Average Return 6.73%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Feb 4, 2019) 39.48%
Worst 1Y Total Return (Feb 4, 2019) -46.97%
Best 3Y Total Return 39.48%
Worst 3Y Total Return -19.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JCVBX
Category
YTD
-25.05%
4.44%
1-Month
3.78%
-4.04%
3-Month
8.24%
4.09%
1-Year
-12.90%
14.37%
3-Year
-4.90%
6.04%
5-Year
1.19%
9.20%
10-Year
6.84%
8.57%
Last Bull Market
26.81%
22.97%
Last Bear Market
-23.85%
-11.27%

Annual Total Return (%) History

Year
JCVBX
Category
2020
--
2.91%
2019
23.94%
25.04%
2018
-17.55%
-8.53%
2017
15.62%
15.94%
2016
21.07%
14.81%
2015
-7.90%
-4.05%
2014
9.70%
10.21%
2013
39.48%
31.21%

2012
14.04%
14.57%
2011
-7.51%
-0.75%
2010
15.09%
13.66%
2009
34.85%
24.13%
2008
-46.97%
-37.09%
2007
-14.80%
1.42%
2006
15.68%
18.15%
2005
7.99%
5.95%
2004
13.44%
12.97%
2003
35.35%
28.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -41.51% 21.46% 0.00% --
2019 10.72% 3.20% -1.62% 10.25%
2018 -1.95% -1.01% 1.83% -16.57%
2017 2.29% 1.93% 3.62% 7.03%
2016 -1.53% 0.08% 9.21% 12.49%
2015 -2.43% 2.18% -12.10% 5.10%
2014 1.50% 3.56% -0.51% 4.90%
2013 13.61% 7.19% 2.76% 11.47%
2012 14.54% -7.35% 4.65% 2.69%
2011 5.22% -0.29% -21.47% 12.26%

2010 9.57% -14.03% 10.76% 10.31%
2009 -14.96% 26.99% 23.61% 1.02%
2008 -11.06% -12.17% -9.06% -25.36%
2007 -1.06% 6.93% -6.83% -13.57%
2006 4.30% -2.98% 8.78% 5.10%
2005 -2.10% 4.15% 2.06% 3.77%
2004 3.71% 1.76% -1.83% 9.49%
2003 -5.78% 20.38% 3.87% 14.89%

Rank in Category (By Total Return)

YTD 99
1-Month 62
3-Month 42
1-Year 99
3-Year 99
5-Year 100

Load Adjusted Returns

1-Year -17.09%
3-Year -5.81%
5-Year 0.82%
10-Year 6.84%

Performance & Risk

YTD Return 12.31%
5y Average Return 6.73%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family John Hancock
Net Assets 1.45B
YTD Return -25.05%
Yield 2.21%
Morningstar Rating
Inception Date Nov 11, 2002

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in domestic equity securities. In managing the fund, the subadvisor seeks to identify companies that it believes are currently undervalued relative to the market, based on estimated future earnings and cash flow. These companies generally have market values at valuation ratios, such as price to book, below the market average defined by the S&P 500 Index. It may also invest up to 20% of its net assets in securities of foreign issuers that are not publicly traded in the United States, including depositary receipts.

Related Tickers