Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) | 16.15% | 34.37% | 19.26% | 19.53% | 13.15% | 13.95% | 11.47% | NA |
Data as of 07/10/2025, AR inception is 02/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) | 02/27/2004 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 34.37 | 19.26 | 19.53 | 13.15 | 13.95 | 11.47 | NA | 16.15 | 33.26 | -2.62 | 2.07 | 35.53 | -16.52 | 42.77 | -9.73 | 17.65 | 20.66 | -0.87 | 30.82 | 8.36 | 11.04 | 24.91 | 24.85 | 42.91 | -35.26 | -3.47 | 32.36 | -0.43 | -5.43 |
| Sharpe Ratio | NA | 1.76 | 0.74 | 0.92 | 0.50 | NA | NA | 0.41 | 1.42 | 1.96 | -0.37 | 0.03 | 3.07 | -0.30 | 3.40 | -0.77 | 1.52 | 1.18 | -0.07 | 3.20 | 0.65 | 0.92 | 1.15 | 1.22 | 1.10 | -0.79 | -0.40 | 3.00 | -0.24 | -0.37 |
| Standard Deviation(%) | NA | 16.86 | 18.57 | 18.06 | 23.42 | NA | NA | 23.03 | 19.99 | 13.93 | 18.83 | 25.33 | 11.55 | 55.55 | 12.18 | 14.27 | 11.27 | 17.38 | 12.67 | 9.63 | 12.86 | 12.01 | 21.59 | 20.37 | 39.06 | 45.93 | 16.29 | 9.74 | 10.90 | 20.45 |
| Draw Down(%) | NA | 13.27 | 25.91 | 25.91 | 56.55 | NA | NA | 69.68 | 13.27 | 8.32 | 25.91 | 19.86 | 10.47 | 56.55 | 6.10 | 13.71 | 4.56 | 15.34 | 13.91 | 5.84 | 18.37 | 12.47 | 16.45 | 15.42 | 53.46 | 52.78 | 17.05 | 5.81 | 12.37 | 20.83 |
| Yield(%) | 0.00 | 8.07 | 7.34 | 8.82 | 8.65 | 11.51 | 8.45 | NA | 3.72 | 8.65 | 7.16 | 6.47 | 7.28 | 6.15 | 7.96 | 8.08 | 9.16 | 8.25 | 6.59 | 7.74 | 7.08 | 6.79 | 7.57 | 8.34 | 11.46 | 8.78 | 8.81 | 9.86 | 5.89 | NA |
Data as of 07/10/2025, AR inception is 02/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) |
-16.69%
Feb 2006 - Feb 2009 |
-4.71%
Apr 2004 - Apr 2009 |
8.62%
Oct 2013 - Oct 2023 |
8.83%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) |
46.50%
Feb 2009 - Feb 2012 |
31.69%
Mar 2009 - Mar 2014 |
22.01%
Mar 2009 - Mar 2019 |
16.74%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart