Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHTYX (John Hancock Fds Tax-Advantaged Glob Shareholder Yield Fund) | NA | 2.84% | 0.93% | 0.51% | -1.76% | -0.55% | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHTYX (John Hancock Fds Tax-Advantaged Glob Shareholder Yield Fund) | 11/06/2007 | 11/25/2024 |
| 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 (%) | 0.00 | 2.84 | 0.93 | 0.51 | -1.76 | -0.55 | NA | … | … | 0.72 | 3.91 | -6.96 | 12.58 | -8.06 | 13.55 | -12.64 | 5.97 | -8.55 | -12.49 | 3.99 | 16.68 | -2.55 | -3.10 | -3.46 | 5.43 | -32.88 | -5.15 |
| Sharpe Ratio | NA | -0.49 | -0.29 | -0.11 | -0.23 | NA | NA | … | … | -1.00 | -0.03 | -0.47 | 1.29 | -0.28 | 1.50 | -1.32 | 0.77 | -0.65 | -0.90 | 0.44 | 1.96 | -0.26 | -0.15 | -0.24 | 0.36 | -1.23 | -2.15 |
| Standard Deviation(%) | NA | 6.90 | 13.22 | 17.17 | 14.43 | NA | NA | … | … | 6.15 | 12.23 | 17.92 | 9.70 | 29.54 | 8.08 | 10.63 | 6.94 | 13.44 | 13.88 | 8.95 | 8.50 | 10.04 | 20.54 | 14.90 | 14.87 | 27.33 | 15.05 |
| Draw Down(%) | NA | 5.91 | 20.85 | 34.76 | 46.89 | NA | NA | … | … | 5.91 | 12.14 | 20.85 | 6.10 | 34.76 | 5.85 | 17.50 | 4.57 | 12.63 | 17.41 | 9.33 | 6.45 | 8.72 | 17.51 | 16.15 | 14.68 | 37.56 | 6.39 |
| Yield(%) | 0.00 | 1.51 | 6.53 | 6.47 | 3.69 | 3.58 | 1.83 | … | … | 0.74 | 7.40 | 9.76 | 10.03 | 8.31 | 6.86 | 5.86 | 2.51 | 0.00 | 2.91 | 13.38 | 10.91 | 2.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHTYX (John Hancock Fds Tax-Advantaged Glob Shareholder Yield Fund) |
-11.93%
Dec 2007 – Dec 2010 |
-8.59%
Mar 2015 – Mar 2020 |
-4.28%
May 2008 – May 2018 |
-2.99%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHTYX (John Hancock Fds Tax-Advantaged Glob Shareholder Yield Fund) |
9.28%
Mar 2020 – Mar 2023 |
5.46%
Apr 2009 – Apr 2014 |
0.72%
May 2012 – May 2022 |
0.78%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart