Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PDT (John Hancock Premium Dividend Fund) | 11.74% | 28.43% | 16.11% | 15.93% | 12.02% | 12.42% | 10.52% | 11.30% |
Data as of 07/11/2025, AR inception is 05/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDT (John Hancock Premium Dividend Fund) | 05/24/2000 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 28.43 | 16.11 | 15.93 | 12.02 | 12.42 | 10.52 | 11.30 | 11.74 | 35.48 | -1.28 | -7.84 | 29.12 | -14.14 | 38.50 | -12.50 | 22.48 | 25.33 | 8.02 | 27.88 | -5.58 | 7.79 | 26.20 | 25.94 | 54.37 | -21.88 | -8.27 | 19.70 | -6.42 | 9.15 | 25.92 | -3.09 | 12.40 | 20.28 |
| Sharpe Ratio | NA | 1.58 | 0.71 | 0.75 | 0.42 | NA | NA | 0.45 | 1.22 | 2.08 | -0.30 | -0.36 | 2.49 | -0.22 | 3.05 | -0.97 | 2.01 | 1.46 | 0.61 | 3.14 | -0.49 | 0.49 | 1.48 | 1.60 | 1.84 | -0.48 | -0.93 | 1.11 | -0.59 | 0.53 | 1.76 | -0.20 | 0.70 | 2.72 |
| Standard Deviation(%) | NA | 15.99 | 17.91 | 17.93 | 25.54 | NA | NA | 22.27 | 16.99 | 14.03 | 18.65 | 25.41 | 11.70 | 64.39 | 12.17 | 14.30 | 10.91 | 17.16 | 13.18 | 8.87 | 11.40 | 15.97 | 17.70 | 16.12 | 29.48 | 47.13 | 12.11 | 14.81 | 14.48 | 15.38 | 14.37 | 20.88 | 14.74 | 11.61 |
| Draw Down(%) | NA | 10.55 | 31.63 | 31.63 | 62.37 | NA | NA | 62.37 | 10.55 | 8.03 | 25.40 | 19.83 | 6.08 | 62.37 | 8.07 | 18.62 | 6.38 | 21.70 | 9.66 | 4.94 | 19.41 | 15.56 | 14.14 | 10.30 | 35.36 | 47.91 | 16.58 | 13.38 | 16.62 | 20.67 | 11.31 | 17.12 | 6.82 | 4.74 |
| Yield(%) | 0.00 | 8.43 | 7.41 | 8.42 | 8.99 | 10.68 | 8.46 | 10.81 | 4.57 | 9.25 | 8.33 | 7.03 | 7.72 | 6.66 | 7.97 | 7.14 | 10.85 | 10.46 | 7.84 | 8.61 | 9.10 | 6.80 | 8.50 | 8.83 | 10.16 | 7.09 | 5.15 | 6.21 | 5.92 | 6.91 | 8.30 | 9.32 | 7.39 | 4.95 |
Data as of 07/11/2025, AR inception is 05/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDT (John Hancock Premium Dividend Fund) |
-16.12%
Feb 2006 - Feb 2009 |
-7.04%
Feb 2004 - Feb 2009 |
8.14%
Nov 2003 - Nov 2013 |
8.81%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDT (John Hancock Premium Dividend Fund) |
47.91%
Feb 2009 - Feb 2012 |
27.71%
Feb 2009 - Feb 2014 |
21.10%
Feb 2009 - Feb 2019 |
15.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart