TAGRX
JHancock Fundamental Large Cap Core Fund Class A
Mutual fund
$68.210.00 (0.00%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $724,535
- CAGR
- +9.59%
- Max drawdown
- −58.45%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.29%
- 3M
- +1.85%
- 6M
- +12.43%
- YTD
- +3.99%
- 1Y
- +5.63%
- 3Y
- +16.81%
- 5Y
- +7.82%
- 10Y
- +12.21%
- 15Y
- +13.43%
- 20Y
- +10.82%
- 25Y
- +9.39%
- 30Y
- +9.93%
- Since 1980
- +9.59%
Metrics
Since 1980| Volatility | 18.63% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.16 |
| Best year, 1999 | +37.93% |
| Worst year, 2002 | −37.83% |
| Positive years | 34 of 46 |
| Longest drawdown | 7 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.4% | May 2008 | Nov 2008 | May 2013 | 5 years |
| −52.6% | Mar 2000 | Mar 2003 | Apr 2007 | 7 years |
| −37.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −29.1% | Dec 2021 | Oct 2022 | Jan 2024 | 2.1 years |
| −28.4% | Aug 1987 | Oct 1987 | May 1990 | 2.7 years |
Annual returns
2026 through Oct 2