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HEQ: John Hancock Hedged Equity & Income Fund (CEF)
Basic Info 11.01 0.12(1.08%) March 22
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 05/26/2011 |
| Last Dividend Date: | 03/10/2023 |
| 12-Mo. Yield | 11.37% |
| Expenses | - |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 0.8 | 5.4 | 25.7 | 5.5 | 7.7 | 6.0 | 6.5 | 30.1 | -14.1 | 26.8 | -17.3 | 24.4 | 19.8 | -2.4 | 4.0 | 21.1 | 12.9 | -23.4 |
| SR | NA | -0.29 | 0.0 | 0.76 | 0.17 | 0.36 | 0.28 | 0.2 | 2.24 | -0.36 | 1.75 | -1.24 | 2.2 | 1.28 | -0.2 | 0.32 | 1.68 | 1.11 | -1.39 |
| DD(%) | NA | 8.5 | 16.5 | 17.2 | 44.3 | 44.3 | 44.3 | 16.5 | 5.4 | 44.3 | 9.4 | 26.2 | 6.0 | 11.6 | 12.2 | 12.7 | 6.2 | 9.4 | 32.4 |
| SD(%) | NA | 19.9 | 26.4 | 25.0 | 24.0 | 19.3 | 19.1 | 26.3 | 13.4 | 39.3 | 14.5 | 15.0 | 10.9 | 15.3 | 12.1 | 12.6 | 12.6 | 11.6 | 25.7 |
| TR | NA | -0.18 | 0.0 | 0.59 | 0.11 | 0.16 | 0.12 | 0.22 | 2.27 | -0.19 | 0.8 | -0.44 | 0.61 | 0.32 | -0.04 | 0.08 | 0.32 | 0.25 | -0.65 |
| Alpha(%) | NA | -0.07 | 0.03 | 0.06 | 0.0 | 0.01 | 0.0 | 0.07 | 0.09 | -0.19 | 0.05 | -0.08 | 0.04 | 0.08 | -0.03 | -0.01 | 0.0 | 0.01 | -0.15 |
| Beta(%) | NA | 0.31 | 0.24 | 0.32 | 0.4 | 0.43 | 0.45 | 0.23 | 0.13 | 0.75 | 0.32 | 0.43 | 0.39 | 0.61 | 0.6 | 0.52 | 0.66 | 0.52 | 0.55 |
| RS | NA | 0.15 | 0.09 | 0.16 | 0.23 | 0.26 | 0.28 | 0.11 | 0.07 | 0.49 | 0.15 | 0.36 | 0.1 | 0.35 | 0.64 | 0.32 | 0.41 | 0.43 | 0.48 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2011
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See LARGE GROWTH Asset Class Trend Rankings |
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