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Performance Comparison
Comparison Box

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