Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JSTIX (JOHN HANCOCK INCOME FUND CLASS I) 0.49% 4.78% 5.10% 1.34% 2.53% 2.99% 4.40%
Data as of 06/04/2026, Common starting date is 09/26/2001
More Performance Analytics Comparison
Name Start Date End Date
JSTIX (JOHN HANCOCK INCOME FUND CLASS I) 09/26/2001 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -0.17 4.78 5.10 1.34 2.53 2.99 4.40 0.49 7.16 3.14 7.40 -10.09 0.03 7.59 10.66 -2.71 3.01 3.53 0.92 4.05 2.17 12.02 2.25 14.73 29.75 -10.42 5.96 4.89 2.68 8.64 17.12 7.80 3.80
Sharpe Ratio NA 1.03 0.57 -0.25 0.24 NA NA -0.13 1.35 -0.12 0.71 -1.99 0.00 1.06 3.64 -1.61 1.31 1.38 0.40 1.56 0.72 4.09 0.45 3.25 6.77 -2.22 0.97 0.42 0.11 1.31 3.75 1.84 2.50
Standard Deviation(%) NA 3.14 4.03 4.41 4.11 NA NA 3.50 3.17 4.05 5.31 5.82 2.64 6.93 2.52 2.56 1.80 2.40 2.24 2.58 2.97 2.95 4.92 4.50 4.38 5.10 2.90 3.53 3.72 5.86 4.37 3.61 5.57
Draw Down(%) NA 3.15 5.14 14.65 14.65 NA NA 3.15 2.16 2.72 5.14 13.88 2.57 12.48 1.23 3.94 0.62 2.39 2.08 2.33 5.44 1.97 8.84 4.54 3.46 15.21 1.68 2.26 2.40 6.21 4.95 2.48 1.96
Yield(%) 0.00 4.21 4.24 3.49 3.35 3.69 4.70 1.49 4.58 4.26 3.70 3.24 3.41 2.80 3.27 3.38 3.07 3.21 3.68 4.33 4.79 6.22 6.75 7.44 9.37 8.96 7.00 8.82 7.18 5.71 8.95 7.59 2.69
Data as of 06/04/2026, Common starting date is 09/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSTIX (JOHN HANCOCK INCOME FUND CLASS I) -2.44%
Oct 2020 – Oct 2023
0.21%
Sep 2017 – Sep 2022
1.51%
Oct 2013 – Oct 2023
2.99%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSTIX (JOHN HANCOCK INCOME FUND CLASS I) 16.12%
Feb 2009 – Feb 2012
12.11%
Nov 2008 – Nov 2013
8.47%
Sep 2002 – Sep 2012
6.81%
Oct 2001 – Oct 2016
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return