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BTO: John Hancock Financial Opportunities Fund (CEF)
Basic Info 32.71 0.49(1.52%) May 02
| Asset Class: | Financial |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/16/1994 |
| Last Dividend Date: | 03/13/2025 |
| 12-Mo. Yield | 9.38% |
| Expenses | - |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/16/1994 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | -6.5 | 28.0 | 4.2 | 15.1 | 10.4 | 10.9 | 6.9 | 8.6 | 28.9 | -1.2 | -23.6 | 61.9 | -9.0 | 38.9 | -25.7 | 13.1 | 36.5 | 25.2 | 5.3 | 41.2 | 36.7 | -15.6 | 29.5 | 9.8 | -36.0 | -22.9 | 18.2 | -8.0 | 16.2 | 45.9 | 1.8 | 7.9 | 15.6 | -21.1 | -26.9 | 90.2 | 24.9 | 53.9 | -20.0 |
| Sharpe Ratio | NA | -0.86 | 0.69 | -0.07 | 0.45 | 0.22 | NA | NA | 0.21 | 0.93 | -0.15 | -0.61 | 2.07 | -0.11 | 1.77 | -1.14 | 0.64 | 1.2 | 1.06 | 0.37 | 1.98 | 1.92 | -0.51 | 1.3 | 0.19 | -0.57 | -1.26 | 1.47 | -0.91 | 1.17 | 2.69 | 0.03 | 0.24 | 0.31 | -0.8 | -0.74 | 3.21 | 1.29 | 2.32 | -2.01 |
| Draw Down(%) | NA | 24.4 | 25.2 | 38.9 | 51.8 | 65.7 | NA | NA | 72.3 | 13.5 | 38.6 | 39.2 | 18.1 | 65.7 | 13.7 | 32.9 | 15.1 | 28.7 | 16.5 | 11.7 | 13.9 | 13.6 | 32.1 | 21.1 | 45.3 | 50.7 | 26.6 | 3.7 | 10.8 | 17.2 | 12.5 | 22.1 | 21.6 | 28.1 | 33.3 | 41.1 | 16.5 | 12.6 | 10.0 | 21.1 |
| Standard Deviation(%) | NA | 32.4 | 27.3 | 32.4 | 36.5 | 37.4 | NA | NA | 31.8 | 24.0 | 36.2 | 41.2 | 29.9 | 80.1 | 21.1 | 23.8 | 19.5 | 30.3 | 23.9 | 14.3 | 20.8 | 19.3 | 30.7 | 22.6 | 50.4 | 64.0 | 20.6 | 10.2 | 11.2 | 13.1 | 16.8 | 23.6 | 23.4 | 37.0 | 30.2 | 40.6 | 26.9 | 16.4 | 21.6 | 24.0 |
| Treynor Ratio | NA | -0.28 | 0.17 | -0.02 | 0.14 | 0.07 | NA | NA | 0.07 | 0.18 | -0.04 | -0.25 | 0.55 | -0.06 | 0.33 | -0.27 | 0.11 | 0.27 | 0.25 | 0.05 | 0.39 | 0.41 | -0.19 | 0.37 | 0.12 | -0.44 | -0.33 | 0.22 | -0.14 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | 0.02 | -0.03 | 0.0 | 0.0 | NA | NA | 0.03 | -0.02 | -0.06 | -0.03 | 0.07 | 0.04 | 0.01 | -0.06 | -0.03 | 0.02 | 0.1 | -0.03 | 0.02 | 0.04 | -0.02 | 0.06 | -0.01 | 0.05 | -0.04 | 0.02 | -0.05 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.01 | 1.08 | 1.15 | 1.23 | 1.25 | NA | NA | 0.96 | 1.23 | 1.42 | 1.0 | 1.13 | 1.41 | 1.14 | 1.02 | 1.16 | 1.35 | 1.01 | 1.03 | 1.06 | 0.9 | 0.83 | 0.8 | 0.8 | 0.83 | 0.8 | 0.69 | 0.74 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.83 | 0.7 | 0.52 | 0.56 | 0.61 | NA | NA | 0.5 | 0.59 | 0.48 | 0.37 | 0.52 | 0.73 | 0.68 | 0.64 | 0.6 | 0.64 | 0.49 | 0.76 | 0.48 | 0.59 | 0.8 | 0.78 | 0.89 | 0.76 | 0.76 | 0.58 | 0.57 | 0.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.8 | 9.3 | 7.2 | 11.8 | 8.7 | 9.8 | 5.3 | N/A | 8.6 | 7.7 | 5.5 | 7.5 | 6.0 | 7.6 | 4.3 | 4.1 | 5.4 | 5.7 | 5.1 | 6.6 | 7.4 | 5.1 | 6.4 | 4.1 | 11.3 | 17.6 | 9.0 | 6.1 | 10.5 | 8.4 | 10.7 | 13.6 | 9.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | 0.0 | 18.2 | 45.1 | -0.8 | -25.8 | N/A | N/A | 0.0 | 4.0 | 13.6 | 0.0 | 0.0 | 32.5 | 12.2 | 0.0 | 11.1 | 12.5 | 0.0 | 14.0 | 16.6 | -1.9 | 58.7 | -79.3 | -60.9 | 109.0 | 29.9 | -39.6 | 70.6 | -26.3 | -29.4 | 57.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/1994
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