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John Hancock Classic Value Fund (JCVCX)
21.07
-0.23
(-1.08%)
As of 8:09:17 AM EDT. Market Open.
Fund Summary
The fund normally invests at least 80% of its net assets in domestic equity securities. The manager seeks to identify companies that the advisor 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -6.50% |
| 5y Average Return | 16.13% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JCVCX | Category Average | JCVCX | Category Average | JCVCX | Category Average | |
| Alpha | -4.72 | -0.01 | 0.56 | -0.03 | -6.44 | -0.03 |
| BETA | 1.06 | 0.01 | 1.05 | 0.01 | 1.21 | 0.01 |
| Mean Annual Return | 0.48 | 0.01 | 1.66 | 0.01 | 0.74 | 0.01 |
| R-squared | 69.62 | 0.78 | 63.68 | 0.83 | 70.19 | 0.84 |
| Standard Deviation | 21.94 | 0.17 | 22.2 | 0.19 | 22.23 | 0.16 |
| Sharpe Ratio | 0.06 | 0 | 0.77 | 0 | 0.31 | 0.01 |
| Treynor Ratio | -1.01 | 0.04 | 15.51 | 0.07 | 3.8 | 0.08 |
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