Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBTOX (John Hancock Financial Opportunities Fund) | 5.59% | 21.09% | 25.24% | 6.72% | 10.10% | 10.34% | 3.08% | … | … |
Data as of 06/03/2026, Common starting date is 05/25/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBTOX (John Hancock Financial Opportunities Fund) | 05/25/2000 | 06/03/2026 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.33 | 21.09 | 25.24 | 6.72 | 10.10 | 10.34 | 3.08 | … | … | 5.59 | 10.64 | 24.86 | 2.47 | -11.49 | 48.18 | -14.26 | 30.63 | -17.94 | 8.92 | 33.66 | 2.27 | 10.81 | 37.33 | 20.24 | -15.81 | 10.52 | -0.35 | -37.61 | -35.52 | 2.40 | -9.15 | 6.40 | 24.91 | -7.80 | -5.74 | 16.00 |
| Sharpe Ratio | NA | 1.06 | 0.97 | 0.19 | 0.27 | NA | NA | … | … | 0.94 | 0.32 | 0.85 | -0.04 | -0.51 | 1.88 | -0.21 | 1.47 | -1.00 | 0.48 | 1.67 | 0.13 | 0.78 | 2.84 | 1.25 | -0.49 | 0.44 | -0.01 | -0.66 | -1.56 | -0.08 | -0.86 | 0.43 | 1.49 | -0.37 | -0.41 | 0.98 |
| Standard Deviation(%) | NA | 19.91 | 24.60 | 25.55 | 31.39 | NA | NA | … | … | 19.67 | 24.60 | 24.85 | 31.03 | 25.25 | 25.68 | 70.21 | 19.86 | 19.36 | 17.11 | 19.99 | 17.80 | 13.91 | 13.13 | 16.31 | 32.46 | 23.78 | 49.93 | 57.88 | 24.91 | 12.38 | 13.22 | 12.67 | 16.29 | 24.49 | 20.50 | 24.23 |
| Draw Down(%) | NA | 12.53 | 24.35 | 44.59 | 59.25 | NA | NA | … | … | 12.53 | 22.56 | 11.14 | 37.10 | 26.00 | 11.43 | 58.24 | 12.61 | 29.50 | 11.17 | 16.62 | 12.27 | 9.00 | 5.92 | 10.86 | 33.13 | 23.20 | 43.52 | 46.97 | 38.00 | 7.66 | 13.78 | 10.92 | 10.90 | 21.44 | 16.98 | 15.55 |
| Yield(%) | 0.00 | 7.83 | 10.64 | 6.34 | 7.39 | 8.34 | 2.62 | … | … | 1.80 | 7.51 | 8.51 | 7.97 | 6.18 | 7.81 | 6.04 | 4.82 | 4.13 | 3.09 | 0.00 | 0.00 | 6.11 | 6.12 | 1.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/25/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBTOX (John Hancock Financial Opportunities Fund) |
-35.26%
Feb 2006 – Feb 2009 |
-23.56%
Feb 2004 – Feb 2009 |
-10.31%
Sep 2001 – Sep 2011 |
-3.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBTOX (John Hancock Financial Opportunities Fund) |
28.43%
May 2023 – May 2026 |
21.69%
Sep 2020 – Sep 2025 |
14.68%
Sep 2011 – Sep 2021 |
10.60%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart