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JEFGX: John Hancock Var Ins Tr Gbl Trust Series (MUTUAL FUND)
Basic Info 25.38 0.1(0.40%) June 30
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 03/18/1988 |
| Last Dividend Date: | 10/24/2024 |
| 12-Mo. Yield | 1.19% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1988 |
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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 9.3 | 5.4 | 7.4 | 8.8 | 4.4 | 7.4 | 4.4 | 3.5 | 5.0 | 15.7 | -20.8 | 21.3 | 5.6 | 16.0 | -14.5 | 18.9 | 9.5 | -6.4 | -2.6 | 31.1 | 21.7 | -6.0 | 7.8 | 29.4 | -41.2 | -6.7 | 18.7 | 10.7 | 14.8 | 27.5 | -20.1 | -29.7 | -1.6 | -7.8 | 5.2 | 8.6 | 10.8 | 2.3 | 0.1 | 31.1 | -2.0 | 11.4 | -12.6 | 23.8 | 1.2 |
| Sharpe Ratio | NA | 0.84 | 0.11 | 0.27 | 0.46 | 0.2 | NA | NA | 0.09 | -0.14 | 1.03 | -1.09 | 1.89 | 0.22 | 1.27 | -1.16 | 2.48 | 0.48 | -0.4 | -0.21 | 2.4 | 1.13 | -0.22 | 0.38 | 1.13 | -1.15 | -0.6 | 1.41 | 0.96 | 1.22 | 1.87 | -0.99 | -1.4 | -0.33 | -0.74 | 0.11 | 0.33 | 1.02 | -0.15 | -0.33 | 3.3 | -0.46 | 0.6 | -1.46 | 2.04 | -0.38 |
| Draw Down(%) | NA | 14.8 | 17.5 | 17.5 | 26.1 | 34.9 | NA | NA | 63.0 | 9.2 | 11.3 | 26.1 | 5.4 | 29.7 | 11.5 | 23.2 | 3.7 | 14.7 | 18.4 | 12.9 | 7.4 | 14.4 | 25.4 | 16.7 | 25.6 | 50.3 | 14.3 | 11.8 | 7.0 | 10.0 | 14.5 | 30.3 | 40.8 | 15.3 | 16.1 | 27.1 | 15.3 | 8.3 | 7.0 | 12.6 | 7.7 | 10.1 | 11.7 | 19.8 | 7.0 | 9.5 |
| Standard Deviation(%) | NA | 19.2 | 16.3 | 14.7 | 14.7 | 15.7 | NA | NA | 16.5 | 11.3 | 11.2 | 20.5 | 11.3 | 24.0 | 11.5 | 13.7 | 7.4 | 19.1 | 16.1 | 12.3 | 13.0 | 19.4 | 27.7 | 20.0 | 25.9 | 36.6 | 16.2 | 11.1 | 8.9 | 11.3 | 14.3 | 21.4 | 23.2 | 17.2 | 15.0 | 16.6 | 15.6 | 7.1 | 10.4 | 8.8 | 8.8 | 9.4 | 12.7 | 12.2 | 8.9 | 8.8 |
| Treynor Ratio | NA | 0.17 | 0.02 | 0.05 | 0.08 | 0.04 | NA | NA | 0.02 | -0.02 | 0.15 | -0.26 | 0.28 | 0.07 | 0.15 | -0.17 | 0.21 | 0.09 | -0.06 | -0.02 | 0.31 | 0.32 | -0.06 | 0.08 | 0.34 | -0.51 | -0.13 | 0.22 | 0.11 | 0.18 | 0.34 | -0.25 | -0.5 | -0.12 | -0.21 | 0.03 | 0.08 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | -0.03 | 0.05 | -0.01 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.05 | 0.04 | 0.04 | -0.01 | -0.01 | -0.03 | -0.07 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.08 | 0.02 | -0.09 | -0.02 | 0.03 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.94 | 0.85 | 0.8 | 0.82 | 0.84 | NA | NA | 0.82 | 0.69 | 0.75 | 0.86 | 0.75 | 0.72 | 1.0 | 0.95 | 0.89 | 1.08 | 1.01 | 1.07 | 0.99 | 0.68 | 1.03 | 0.92 | 0.86 | 0.82 | 0.76 | 0.72 | 0.75 | 0.76 | 0.8 | 0.85 | 0.65 | 0.48 | 0.52 | 0.67 | 0.64 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.66 | 0.65 | 0.7 | 0.77 | NA | NA | 0.67 | 0.56 | 0.66 | 0.72 | 0.72 | 0.78 | 0.82 | 0.9 | 0.73 | 0.91 | 0.91 | 0.9 | 0.87 | 0.3 | 0.96 | 0.94 | 0.95 | 0.95 | 0.78 | 0.85 | 0.76 | 0.79 | 0.68 | 0.73 | 0.31 | 0.21 | 0.21 | 0.68 | 0.36 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.7 | 1.5 | 2.3 | 3.3 | 2.0 | N/A | 1.3 | 0.9 | 2.4 | 0.0 | 1.2 | 6.2 | 1.8 | 2.1 | 4.8 | 2.0 | 2.0 | 1.8 | 2.4 | 2.1 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | 1.8 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 69.6 | -23.6 | -58.5 | 193.7 | 1053.9 | N/A | N/A | 69.6 | -71.8 | N/A | -100.0 | -78.3 | 190.6 | -1.2 | -52.6 | 120.1 | -4.2 | 40.4 | -12.0 | 7.6 | 38.7 | N/A | N/A | N/A | N/A | -100.0 | -19.4 | 127.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1988
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