Nasdaq - Delayed Quote USD

JHancock Disciplined Value Mid Cap R2 (JVMSX)

27.80
-0.02
(-0.07%)
At close: 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.69%
5y Average Return 16.90%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 38.97%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 38.97%
Worst 3Y Total Return 3.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JVMSX
Category
YTD
-4.36%
21.28%
1-Month
-2.62%
-1.96%
3-Month
-7.80%
4.90%
1-Year
1.93%
55.83%
3-Year
6.32%
11.08%
5-Year
13.81%
11.93%
10-Year
7.99%
10.64%
Last Bull Market
14.67%
25.54%
Last Bear Market
-13.75%
-22.08%

Annual Total Return (%) History

Year
JVMSX
Category
2025
--
--
2024
9.87%
--
2023
16.17%
--
2022
-7.41%
--
2021
26.44%
--
2020
5.52%
2.63%
2019
29.62%
25.18%
2018
-15.06%
-12.86%

2017
15.15%
13.22%
2016
14.80%
18.06%
2015
1.61%
-5.41%
2014
12.87%
9.31%
2013
38.97%
35.14%
2012
--
16.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.79% -- -- --
2024 8.95% -4.45% 7.75% -2.06%
2023 1.32% 5.97% -3.03% 11.59%
2022 -0.58% -13.75% -4.61% 13.20%
2021 13.47% 5.42% -1.73% 7.55%
2020 -30.08% 17.71% 5.42% 21.62%
2019 13.49% 5.44% 2.05% 6.13%
2018 -0.47% -0.82% 3.53% -16.89%
2017 4.15% 1.88% 3.34% 5.00%
2016 -0.16% 3.20% 5.79% 5.33%

2015 4.31% -1.63% -5.57% 4.87%
2014 3.59% 3.20% -2.27% 8.04%
2013 12.33% 3.61% 7.36% 11.21%
2012 -5.09% 5.36% 4.29% --

Rank in Category (By Total Return)

YTD 39
1-Month 25
3-Month 42
1-Year 56
3-Year 31
5-Year 50

Load Adjusted Returns

1-Year 1.93%
3-Year 6.32%
5-Year 13.81%
10-Year 7.99%

Performance & Risk

YTD Return 2.69%
5y Average Return 16.90%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family John Hancock
Net Assets 20.25B
YTD Return -4.36%
Yield 0.46%
Morningstar Rating
Inception Date Sep 01, 2011

Fund Summary

Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.

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