Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTY (John Hancock Tax-Advantaged Global Shareholder Yield Closed Fund) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 04/29/2024, Common starting date is 09/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTY (John Hancock Tax-Advantaged Global Shareholder Yield Closed Fund) | 09/26/2007 | 04/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | 26.46 | -3.53 | 35.79 | -12.24 | 16.92 | -17.46 | 1.68 | 7.06 | 2.66 | -0.62 | 13.63 | 7.34 | 11.04 | 7.86 | 39.71 | -24.22 | -16.71 |
| Sharpe Ratio | NA | 1.61 | 0.61 | 0.40 | 0.15 | NA | NA | … | … | -0.12 | 1.32 | -0.21 | 2.29 | -0.34 | 1.38 | -0.91 | 0.07 | 0.30 | 0.13 | -0.03 | 0.82 | 0.35 | 0.48 | 0.33 | 1.26 | -0.49 | -1.46 |
| Standard Deviation(%) | NA | 14.98 | 18.63 | 22.61 | 21.02 | NA | NA | … | … | 11.86 | 16.94 | 23.33 | 15.59 | 36.91 | 11.23 | 20.57 | 15.22 | 22.63 | 20.34 | 18.88 | 16.52 | 21.05 | 22.96 | 23.38 | 31.55 | 51.28 | 35.90 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 12.91 | 28.31 | 8.35 | 45.59 | 6.30 | 30.25 | 15.72 | 12.96 | 25.61 | 13.54 | 12.71 | 16.78 | 23.63 | 16.91 | 29.74 | 51.55 | 19.84 |
| Yield(%) | 0.00 | 5.84 | 8.15 | 8.21 | 6.18 | 10.01 | 4.27 | … | … | 0.77 | 8.07 | 9.74 | 11.59 | 9.10 | 9.62 | 8.61 | 8.83 | 12.71 | 11.47 | 10.51 | 7.95 | 10.30 | 10.90 | 10.80 | 12.82 | 10.75 | 2.23 |
Data as of 04/29/2024, Common starting date is 09/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTY (John Hancock Tax-Advantaged Global Shareholder Yield Closed Fund) |
-10.69%
Oct 2017 – Oct 2020 |
-6.46%
Mar 2015 – Mar 2020 |
0.27%
Oct 2010 – Oct 2020 |
2.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTY (John Hancock Tax-Advantaged Global Shareholder Yield Closed Fund) |
25.77%
Feb 2009 – Feb 2012 |
18.73%
Nov 2008 – Nov 2013 |
8.84%
Nov 2008 – Nov 2018 |
9.22%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart