Nasdaq - Delayed Quote USD

JHancock U.S. Global Leaders Growth I (USLIX)

85.78 +0.17 (+0.20%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 20.68%
5y Average Return 13.82%
Number of Years Up 19
Number of Years Down 2
Best 1Y Total Return (Nov 6, 2024) 45.01%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 45.01%
Worst 3Y Total Return 2.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
USLIX
Category
YTD
16.03%
12.38%
1-Month
-1.29%
5.09%
3-Month
3.07%
10.28%
1-Year
34.70%
41.70%
3-Year
1.32%
22.56%
5-Year
12.89%
21.98%
10-Year
12.96%
15.99%
Last Bull Market
28.20%
25.99%
Last Bear Market
-20.21%
-17.29%

Annual Total Return (%) History

Year
USLIX
Category
2024
--
--
2023
29.45%
--
2022
-29.59%
--
2021
19.54%
--
2020
35.70%
35.86%
2019
33.31%
31.90%
2018
3.85%
-2.09%
2017
25.65%
27.67%

2016
0.98%
3.23%
2015
8.38%
3.60%
2014
8.81%
10.00%
2013
26.55%
33.92%
2012
19.72%
15.34%
2011
4.29%
-2.46%
2010
12.64%
15.53%
2009
45.01%
35.68%
2008
-34.45%
-40.67%
2007
4.13%
13.35%
2006
1.88%
7.05%
2005
2.64%
6.71%
2004
8.94%
7.81%
2003
19.77%
28.66%
2002
--
-27.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.43% -0.03% 6.46% --
2023 9.76% 8.06% -4.02% 13.72%
2022 -12.05% -20.21% -5.32% 5.97%
2021 1.61% 10.73% 1.38% 4.79%
2020 -13.10% 28.79% 9.98% 10.25%
2019 16.83% 5.17% 0.56% 7.90%
2018 0.82% 6.34% 9.10% -11.22%
2017 9.91% 6.53% 1.92% 5.29%
2016 -3.65% 3.86% 4.88% -3.79%
2015 2.91% -0.16% -3.20% 8.97%

2014 -0.83% 2.07% 1.12% 6.30%
2013 7.29% -0.05% 8.33% 8.93%
2012 15.00% -1.48% 5.02% 0.63%
2011 5.77% 0.67% -12.79% 12.30%
2010 1.75% -13.00% 13.25% 12.35%
2009 0.00% 15.49% 14.10% 10.05%
2008 -4.66% -5.93% -1.29% -25.96%
2007 -1.64% 1.74% 5.15% -1.04%
2006 1.18% -7.12% 4.48% 3.76%
2005 -4.96% 1.24% 3.19% 3.38%
2004 0.58% 3.92% -3.14% 7.61%
2003 -1.53% 10.20% 2.01% 8.20%
2002 -14.14% 4.65% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 82
3-Month 69
1-Year 83
3-Year 86
5-Year 82

Load Adjusted Returns

1-Year 34.70%
3-Year 1.32%
5-Year 12.89%
10-Year 12.96%

Performance & Risk

YTD Return 20.68%
5y Average Return 13.82%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family John Hancock
Net Assets 2.25B
YTD Return 16.03%
Yield 0.00%
Morningstar Rating
Inception Date Sep 01, 2011

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.

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