Nasdaq - Delayed Quote USD
JHancock Small Cap Value I (JSCBX)
14.20
-0.04
(-0.28%)
As of 8:06:25 AM EDT. Market Open.
Fund Summary
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small-cap companies that are believed to be undervalued by various measures and offer good prospects for capital appreciation. It invests primarily in a diversified mix of common stocks of U.S. small-cap companies. The manager employs a value-oriented investment approach in selecting stocks, using proprietary fundamental research to identify stocks the manager believes have distinct value characteristics based on industry-specific valuation criteria.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -15.09% |
| 5y Average Return | 10.17% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JSCBX | Category Average | JSCBX | Category Average | JSCBX | Category Average | |
| Alpha | -7.22 | -0.12 | -2.94 | -0.08 | -6.82 | -0.07 |
| BETA | 0.98 | 0.01 | 0.91 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 1.19 | 0.01 | 0.56 | 0.01 |
| R-squared | 69.04 | 0.78 | 61.21 | 0.72 | 66.52 | 0.73 |
| Standard Deviation | 20.22 | 0.28 | 19.65 | 0.23 | 19.63 | 0.2 |
| Sharpe Ratio | -0.08 | 0 | 0.58 | 0.01 | 0.24 | 0.01 |
| Treynor Ratio | -3.86 | 0.06 | 11.32 | 0.09 | 2.74 | 0.08 |
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