Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTO (John Hancock Financial Opportunities Fund) | 6.69% | 38.28% | 8.66% | 18.94% | 9.88% | 13.36% | 7.37% | 9.33% |
Data as of 07/03/2025, AR inception is 08/16/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTO (John Hancock Financial Opportunities Fund) | 08/16/1994 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 6.70 | 38.28 | 8.66 | 18.94 | 9.88 | 13.36 | 7.37 | 9.33 | 6.69 | 28.92 | -1.16 | -23.58 | 61.86 | -8.97 | 38.87 | -25.68 | 13.12 | 36.49 | 25.23 | 5.27 | 41.25 | 36.75 | -15.59 | 29.53 | 9.78 | -35.98 | -22.90 | 18.15 | -8.01 | 16.22 | 45.93 | 1.76 | 7.91 | 15.57 | -21.05 | -26.92 | 90.24 | 24.87 | 53.91 | -20.00 |
| Sharpe Ratio | NA | 1.28 | 0.20 | 0.50 | 0.21 | NA | NA | 0.23 | 0.05 | 1.05 | -0.13 | -0.61 | 2.07 | -0.11 | 1.77 | -1.14 | 0.64 | 1.20 | 1.06 | 0.37 | 1.98 | 1.92 | -0.51 | 1.30 | 0.19 | -0.58 | -1.27 | 1.45 | -0.92 | 1.17 | 2.69 | 0.03 | 0.24 | 0.31 | -0.81 | -0.75 | 3.20 | 1.28 | 2.32 | -2.02 |
| Standard Deviation(%) | NA | 27.23 | 30.32 | 33.76 | 37.41 | NA | NA | 31.74 | 28.26 | 24.03 | 36.18 | 41.19 | 29.90 | 80.13 | 21.11 | 23.76 | 19.47 | 30.34 | 23.85 | 14.28 | 20.78 | 19.26 | 30.66 | 22.58 | 50.38 | 64.03 | 20.57 | 10.19 | 11.15 | 13.07 | 16.80 | 23.61 | 23.41 | 36.96 | 30.23 | 40.61 | 26.89 | 16.38 | 21.57 | 23.95 |
| Draw Down(%) | NA | 25.19 | 38.89 | 51.80 | 65.70 | NA | NA | 72.27 | 24.39 | 13.53 | 38.59 | 39.25 | 18.09 | 65.70 | 13.65 | 32.90 | 15.12 | 28.68 | 16.51 | 11.73 | 13.89 | 13.55 | 32.05 | 21.08 | 45.28 | 50.66 | 26.58 | 3.72 | 10.85 | 17.25 | 12.53 | 22.13 | 21.62 | 28.15 | 33.33 | 41.10 | 16.49 | 12.63 | 10.00 | 21.12 |
| Yield(%) | 0.00 | 9.10 | 7.10 | 11.00 | 7.66 | 12.38 | 5.20 | 10.24 | 3.68 | 8.56 | 7.67 | 5.53 | 7.48 | 5.98 | 7.58 | 4.28 | 4.09 | 5.37 | 5.65 | 5.05 | 6.58 | 7.37 | 5.10 | 6.36 | 4.06 | 11.34 | 17.56 | 8.96 | 6.13 | 10.54 | 8.35 | 10.70 | 13.62 | 9.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 08/16/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTO (John Hancock Financial Opportunities Fund) |
-27.11%
Feb 2006 - Feb 2009 |
-15.89%
Feb 2004 - Feb 2009 |
-3.21%
Feb 1999 - Feb 2009 |
0.60%
Dec 1997 - Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTO (John Hancock Financial Opportunities Fund) |
54.06%
Dec 1994 - Dec 1997 |
28.29%
Dec 2011 - Dec 2016 |
20.35%
Feb 2009 - Feb 2019 |
14.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart