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HEQ: John Hancock Hedged Equity & Income Fund (CEF)
Basic Info 9.94 0.03(0.30%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (22%) |
Start Date: | 05/26/2011 |
Last Dividend Date: | 03/08/2024 |
12-Mo. Yield | 11.01% |
Expenses | - |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/26/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 1.3 | -2.2 | 2.3 | 2.2 | 4.0 | 4.1 | -3.1 | -3.1 | 24.4 | -14.3 | 26.8 | -17.3 | 24.4 | 19.8 | -2.4 | 4.0 | 21.1 | 12.9 | -23.4 |
Sharpe Ratio | NA | -0.82 | -0.92 | -0.04 | 0.0 | 0.14 | 0.17 | -0.52 | -0.17 | 1.82 | -0.37 | 1.75 | -1.24 | 2.2 | 1.28 | -0.2 | 0.32 | 1.68 | 1.11 | -1.39 |
Draw Down(%) | NA | 7.9 | 15.8 | 25.4 | 44.4 | 44.4 | 44.4 | 20.7 | 20.2 | 7.8 | 44.4 | 9.4 | 26.2 | 6.0 | 11.6 | 12.2 | 12.7 | 6.2 | 9.4 | 32.4 |
Standard Deviation(%) | NA | 10.4 | 12.0 | 18.9 | 23.6 | 19.3 | 18.6 | 14.4 | 26.3 | 13.4 | 39.4 | 14.5 | 15.0 | 10.9 | 15.3 | 12.1 | 12.6 | 12.6 | 11.6 | 25.7 |
Treynor Ratio | NA | -0.26 | -0.3 | -0.03 | 0.0 | 0.06 | 0.07 | -0.19 | -0.19 | 1.08 | -0.19 | 0.84 | -0.44 | 0.6 | 0.32 | -0.04 | 0.08 | 0.32 | 0.25 | -0.65 |
Alpha | NA | -0.05 | -0.08 | 0.0 | -0.01 | -0.01 | -0.01 | -0.08 | 0.04 | 0.08 | -0.19 | 0.05 | -0.08 | 0.04 | 0.08 | -0.03 | -0.01 | 0.0 | 0.01 | -0.15 |
Beta | NA | 0.32 | 0.37 | 0.27 | 0.44 | 0.45 | 0.46 | 0.4 | 0.24 | 0.23 | 0.75 | 0.3 | 0.43 | 0.39 | 0.61 | 0.6 | 0.52 | 0.66 | 0.52 | 0.55 |
RSquared | NA | 0.34 | 0.3 | 0.14 | 0.26 | 0.27 | 0.3 | 0.27 | 0.11 | 0.13 | 0.49 | 0.14 | 0.35 | 0.1 | 0.35 | 0.64 | 0.32 | 0.41 | 0.43 | 0.48 |
Yield(%) | N/A | 2.5 | 9.2 | 9.1 | 8.4 | 7.7 | N/A | 9.3 | 8.9 | 10.3 | 9.0 | 11.5 | 8.6 | 10.4 | 10.6 | 9.3 | 9.0 | 8.5 | 8.6 | 3.3 |
Dividend Growth(%) | N/A | -76.9 | -10.3 | -21.7 | -20.9 | N/A | N/A | -6.9 | 0.0 | -13.4 | -11.8 | 0.0 | -9.0 | 9.9 | 0.0 | 0.0 | 13.4 | 3.9 | 92.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2011
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