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JESGX: John Hancock Variable Insurance Tr Small (MUTUAL FUND)
Basic Info 6.42 0.01(0.16%) June 30
Asset Class: | Small Growth |
MyPlanIQ Rating: | (85%) |
Start Date: | 04/29/2005 |
Last Dividend Date: | 10/25/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.16% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/29/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | -1.5 | 5.4 | 8.7 | 6.0 | 6.8 | 7.8 | 5.1 | 5.7 | 11.6 | 16.1 | -51.0 | -13.9 | 34.2 | 38.0 | -5.2 | 26.5 | 2.3 | -8.4 | -8.9 | 38.0 | 1.2 | -9.3 | 22.1 | 34.6 | -40.4 | -10.4 | 13.5 | 26.1 |
Sharpe Ratio | NA | -0.21 | 0.1 | 0.24 | 0.17 | 0.23 | NA | NA | 0.18 | 0.27 | 0.63 | -1.17 | -0.49 | 0.82 | 2.1 | -0.29 | 2.08 | 0.1 | -0.48 | -0.37 | 2.31 | 0.06 | -0.3 | 0.81 | 1.13 | -1.05 | -0.53 | 0.6 | 2.68 |
Draw Down(%) | NA | 25.4 | 27.0 | 27.0 | 42.9 | 42.9 | NA | NA | 61.8 | 10.2 | 17.0 | 52.4 | 28.9 | 38.7 | 9.8 | 28.3 | 5.8 | 22.1 | 19.2 | 24.9 | 7.3 | 22.7 | 30.5 | 18.7 | 25.9 | 51.7 | 19.8 | 16.8 | 8.2 |
Standard Deviation(%) | NA | 27.8 | 24.3 | 22.4 | 24.1 | 24.0 | NA | NA | 24.8 | 19.0 | 19.0 | 44.7 | 28.7 | 41.1 | 17.4 | 22.2 | 12.5 | 20.3 | 17.5 | 23.8 | 16.4 | 21.0 | 30.8 | 27.1 | 30.5 | 39.2 | 25.2 | 17.1 | 14.4 |
Treynor Ratio | NA | -0.06 | 0.02 | 0.06 | 0.04 | 0.05 | NA | NA | 0.05 | 0.05 | 0.13 | -0.61 | -0.12 | 0.33 | 0.34 | -0.06 | 0.23 | 0.02 | -0.08 | -0.08 | 0.35 | 0.02 | -0.1 | 0.24 | 0.38 | -0.46 | -0.14 | 0.1 | 0.41 |
Alpha | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | -0.01 | -0.15 | -0.08 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.02 | -0.05 | -0.01 | -0.03 | -0.03 | -0.01 | -0.01 | -0.03 | -0.07 | 0.01 | 0.03 |
Beta | NA | 0.92 | 0.95 | 0.94 | 0.98 | 1.02 | NA | NA | 0.96 | 0.98 | 0.94 | 0.87 | 1.12 | 1.02 | 1.07 | 1.13 | 1.15 | 1.13 | 1.06 | 1.07 | 1.07 | 0.66 | 0.94 | 0.92 | 0.92 | 0.9 | 0.96 | 0.98 | 0.95 |
RSquared | NA | 0.94 | 0.94 | 0.94 | 0.95 | 0.95 | NA | NA | 0.87 | 0.93 | 0.94 | 0.46 | 0.7 | 0.9 | 0.94 | 0.96 | 0.9 | 0.94 | 0.93 | 0.53 | 0.89 | 0.31 | 0.97 | 0.65 | 0.97 | 0.98 | 0.52 | 0.95 | 0.89 |
Yield(%) | N/A | 0.0 | 0.0 | 10.2 | 11.3 | 9.8 | 10.1 | 6.7 | N/A | 0.0 | 0.0 | 20.2 | 15.8 | 14.2 | 37.2 | 6.5 | 0.0 | 9.2 | 18.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -67.7 | -25.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.2 | 45.3 | -62.2 | 410.0 | N/A | -100.0 | -63.9 | 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 04/29/2005
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