Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHTDX (John Hancock Tax Advantaged Dividend Income Fd) | 6.84% | 13.53% | 16.37% | 8.44% | 6.23% | 8.47% | 8.00% | … | … |
Data as of 06/03/2026, Common starting date is 03/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHTDX (John Hancock Tax Advantaged Dividend Income Fd) | 03/01/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 13.53 | 16.37 | 8.44 | 6.23 | 8.47 | 8.00 | … | … | 6.84 | 13.62 | 21.68 | -2.56 | -1.66 | 20.67 | -10.41 | 24.52 | -3.83 | 6.31 | 7.37 | -4.34 | 27.94 | 7.82 | 11.93 | 22.19 | 20.88 | 31.19 | -30.82 | -5.34 | 24.31 | 3.54 | 12.32 |
| Sharpe Ratio | NA | 1.39 | 1.07 | 0.41 | 0.25 | NA | NA | … | … | 1.64 | 0.84 | 1.40 | -0.35 | -0.15 | 1.67 | -0.22 | 2.59 | -0.45 | 0.67 | 0.53 | -0.34 | 2.82 | 0.66 | 1.37 | 1.01 | 1.35 | 0.88 | -0.65 | -0.48 | 2.02 | 0.10 | 1.37 |
| Standard Deviation(%) | NA | 9.39 | 13.45 | 15.61 | 19.90 | NA | NA | … | … | 10.63 | 12.87 | 12.88 | 17.99 | 20.96 | 12.37 | 47.66 | 8.89 | 11.73 | 8.49 | 13.41 | 12.83 | 9.90 | 11.76 | 8.76 | 22.02 | 15.42 | 35.32 | 48.93 | 17.78 | 10.41 | 12.64 | 10.06 |
| Draw Down(%) | NA | 4.61 | 15.15 | 24.99 | 51.26 | NA | NA | … | … | 4.61 | 9.82 | 7.64 | 20.30 | 21.62 | 5.51 | 51.26 | 3.89 | 10.95 | 3.51 | 13.06 | 12.33 | 6.65 | 13.00 | 6.96 | 17.84 | 11.85 | 50.29 | 46.70 | 13.61 | 5.20 | 10.57 | 9.82 |
| Yield(%) | 0.00 | 7.51 | 8.28 | 6.77 | 5.44 | 7.09 | 6.46 | … | … | 3.08 | 7.35 | 7.67 | 7.10 | 6.55 | 6.81 | 6.19 | 3.08 | 7.35 | 3.91 | 0.00 | 0.00 | 7.57 | 6.50 | 6.35 | 6.90 | 7.46 | 9.59 | 7.95 | 7.74 | 8.35 | 6.21 | 4.57 |
Data as of 06/03/2026, Common starting date is 03/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHTDX (John Hancock Tax Advantaged Dividend Income Fd) |
-19.71%
Feb 2006 – Feb 2009 |
-3.78%
Apr 2004 – Apr 2009 |
4.18%
Oct 2013 – Oct 2023 |
5.86%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHTDX (John Hancock Tax Advantaged Dividend Income Fd) |
44.26%
Feb 2009 – Feb 2012 |
30.77%
Feb 2009 – Feb 2014 |
18.17%
Feb 2009 – Feb 2019 |
12.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart