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JHancock Financial Industries C (FIDCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.98+0.04 (+0.29%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.29%
5-year average return6.61%
Number of years up16
Number of years down8
Best 1-yr total return (19 Jun 2024)36.46%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return36.46%
Worst 3-yr total return3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIDCXCategory
YTD8.90%23.64%
1-month4.42%-3.05%
3-month4.26%5.29%
1-year30.69%61.45%
3-year0.59%10.74%
5-year8.05%14.55%
10-year6.53%11.64%
Last bull market28.15%28.35%
Last bear market-15.71%-25.24%

Annual total return (%) history

Year
FIDCXCategory
2024
N/AN/A
2023
4.21%N/A
2022
-14.76%N/A
2021
28.46%N/A
2020
0.80%-1.15%
2019
30.31%28.39%
2018
-15.84%-14.21%
2017
12.49%16.72%
2016
19.25%19.09%
2015
-3.04%-0.87%
2014
5.06%4.90%
2013
36.46%34.57%
2012
34.20%24.77%
2011
-15.06%-15.12%
2010
10.04%11.13%
2009
24.97%25.26%
2008
-47.96%-43.91%
2007
-5.10%-11.64%
2006
16.70%16.90%
2005
9.16%6.74%
2004
8.95%14.02%
2003
25.58%33.56%
2002
-16.97%-10.28%
2001
-18.47%-2.05%
2000
29.48%27.74%
1999
N/A-1.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.59%N/AN/AN/A
2023-8.75%0.52%0.95%12.55%
2022-3.41%-15.71%-1.98%6.80%
202113.77%3.41%4.33%4.65%
2020-30.30%17.15%1.42%21.70%
201910.25%7.00%1.07%9.29%
2018-0.61%-0.66%3.18%-17.38%
20171.37%2.71%4.45%3.45%
2016-8.36%-1.25%7.97%22.06%
2015-0.31%3.59%-9.26%3.48%
20143.37%-0.56%-1.77%4.05%
201311.42%5.08%5.22%10.78%
201222.57%-3.78%8.96%4.44%
20115.22%-4.48%-25.05%12.77%
20109.27%-14.04%5.41%11.15%
2009-15.59%23.37%21.19%-0.98%
2008-15.85%-9.92%-0.28%-31.15%
2007-0.96%4.48%-4.08%-4.39%
20064.60%-2.25%5.72%7.96%
2005-4.83%4.38%1.90%7.84%
20043.27%-1.32%-1.11%8.12%
2003-6.04%17.06%3.53%10.28%
20021.36%-7.82%-14.25%3.63%
2001-14.12%5.58%-15.85%6.86%
20003.77%0.62%22.78%1.00%
19994.31%-14.90%9.99%N/A

Rank in category (by total return)

YTD51
1-month36
3-month50
1-year68
3-year58
5-year63

Load adjusted returns

1-year29.69%
3-year0.59%
5-year8.05%
10-year6.53%