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Nasdaq - Delayed Quote USD
JHancock U.S. Global Leaders Growth R2 (USLYX)
60.02
-3.50
(-5.51%)
At close: April 4 at 8:04:02 PM EDT
Fund Summary
The fund invests at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in common stocks of companies the manager regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20% of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -7.51% |
| 5y Average Return | 13.98% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| USLYX | Category Average | USLYX | Category Average | USLYX | Category Average | |
| Alpha | -3.91 | 0.03 | -5.63 | 0.04 | -0.92 | 0.01 |
| BETA | 1.09 | 0.01 | 1.11 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.57 | 0.02 | 1.22 | 0.02 | 1.03 | 0.01 |
| R-squared | 92.45 | 0.89 | 91.53 | 0.87 | 88.55 | 0.87 |
| Standard Deviation | 19.66 | 0.2 | 19.62 | 0.16 | 16.69 | 0.15 |
| Sharpe Ratio | 0.12 | 0.01 | 0.61 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | 0.37 | 0.21 | 9.71 | 0.21 | 9.35 | 0.15 |
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