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

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

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 45.01%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
USLIXCategory AverageUSLIXCategory AverageUSLIXCategory Average
Alpha -7.57 0.03 -2.4 0.04 -0.05 0.01
BETA 1.11 0.01 1.05 0.01 1.02 0.01
Mean Annual Return 0.27 0.02 1.18 0.02 1.13 0.01
R-squared 90.68 0.89 90.07 0.87 88.33 0.87
Standard Deviation 20.03 0.2 19.91 0.16 16.51 0.15
Sharpe Ratio -0.03 0.01 0.58 0.01 0.72 0.01
Treynor Ratio -2.42 0.21 9.91 0.21 10.98 0.15

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