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JHancock Equity Income C (JHERX)
17.96
-0.04
(-0.22%)
At close: 8:01:23 PM EDT
Fund Summary
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, with at least 65% in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans (including loan participations and assignments (bank loans)) and up to 10% in below-investment-grade fixed-income securities (junk bonds).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -4.04% |
| 5y Average Return | 12.72% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JHERX | Category Average | JHERX | Category Average | JHERX | Category Average | |
| Alpha | -3.06 | -0.01 | -0.03 | -0.03 | -3.66 | -0.03 |
| BETA | 0.84 | 0.01 | 0.83 | 0.01 | 0.93 | 0.01 |
| Mean Annual Return | 0.52 | 0.01 | 1.32 | 0.01 | 0.72 | 0.01 |
| R-squared | 75.91 | 0.78 | 72.02 | 0.83 | 79.86 | 0.84 |
| Standard Deviation | 16.66 | 0.17 | 16.51 | 0.19 | 16.06 | 0.16 |
| Sharpe Ratio | 0.1 | 0 | 0.79 | 0 | 0.42 | 0.01 |
| Treynor Ratio | 0.42 | 0.04 | 15.37 | 0.07 | 6.01 | 0.08 |
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