Nasdaq
USD
JHancock Disciplined Value Mid Cap I (JVMIX)
32.04
-0.20
(-0.62%)
At close: October 30 at 8:08:26 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 17.36% |
|---|---|
| 5y Average Return | 9.99% |
| Number of Years Up | 22 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 29, 2026) | 39.49% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 39.49% |
| Worst 3Y Total Return | 4.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JVMIX
Category
- YTD
- 9.06%
- 21.28%
- 1-Month
- -5.90%
- -1.96%
- 3-Month
- -1.71%
- 4.90%
- 1-Year
- 8.40%
- 55.83%
- 3-Year
- 14.34%
- 11.08%
- 5-Year
- 9.34%
- 11.93%
- 10-Year
- 10.19%
- 10.64%
- Last Bull Market
- 25.66%
- 25.54%
- Last Bear Market
- -13.72%
- -22.08%
Annual Total Return (%) History
Year
JVMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
1.16% | 9.68% | -1.71% | -- |
|
2025
|
-1.67% | 7.66% | 5.75% | -0.60% |
|
2024
|
9.10% | -4.39% | 7.85% | -1.94% |
|
2023
|
1.39% | 6.06% | -2.89% | 11.66% |
|
2022
|
-0.47% | -13.72% | -4.50% | 13.34% |
|
2021
|
13.59% | 5.51% | -1.65% | 7.69% |
|
2020
|
-30.04% | 17.84% | 5.50% | 21.77% |
|
2019
|
13.58% | 5.58% | 2.14% | 6.26% |
|
2018
|
-0.39% | -0.73% | 3.64% | -16.81% |
|
2017
|
4.29% | 1.97% | 3.46% | 5.11% |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 59 |
|---|---|
| 3-Month | 43 |
| 1-Year | 74 |
| 3-Year | 53 |
| 5-Year | 44 |
Load Adjusted Returns
| 1-Year | 8.40% |
| 3-Year | 14.34% |
|---|---|
| 5-Year | 9.34% |
| 10-Year | 10.19% |
Performance & Risk
| YTD Return | 17.36% |
| 5y Average Return | 9.99% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | John Hancock |
| Net Assets | 22.23B |
| YTD Return | 9.06% |
| Yield | 0.69% |
| Morningstar Rating | |
| Inception Date | Jun 02, 1997 |
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. It may also invest up to 20% of its total assets in foreign currency-denominated securities.
