- ISIN
- US4097352060
- CUSIP
- 409735206
- Issuer
- John Hancock
- Inception Date
- Aug 18, 1994
- Category
- Financials Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BTO Performance Chart
John Hancock Financial Opportunities Fund (BTO) is up 11.1% since the beginning of the year. BTO is currently trading at $38 per share. Investors who bought $1,000 worth of BTO shares 5 years ago would now be looking at an investment worth $1,438.
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Returns By Period
John Hancock Financial Opportunities Fund (BTO) has returned 11.07% so far this year and 23.74% over the past 12 months. Over the last ten years, BTO has returned 11.84% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
John Hancock Financial Opportunities Fund
- 1D
- 1.10%
- 1M
- 4.44%
- YTD
- 11.07%
- 6M
- 8.02%
- 1Y
- 23.74%
- 3Y*
- 23.18%
- 5Y*
- 7.53%
- 10Y*
- 11.84%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BTO Monthly Returns History
Based on dividend-adjusted daily data since Aug 17, 1994, BTO's average daily return is +0.06%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.
Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +28.9%, while the worst month was Mar 2020 at -36.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.
On a daily basis, BTO closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +16.6%, while the worst single day was Mar 23, 2020 at -29.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.98% | -4.98% | 2.50% | 3.40% | -1.19% | 4.33% | 11.07% | ||||||
| 2025 | 5.10% | -4.96% | -2.39% | -6.16% | 6.84% | 5.53% | -0.96% | 7.44% | -2.87% | -6.14% | 1.45% | 4.25% | 5.85% |
| 2024 | 1.46% | -6.42% | 5.90% | -7.88% | 3.05% | 2.13% | 16.89% | 2.17% | 1.15% | 2.99% | 15.37% | -7.86% | 28.92% |
| 2023 | 12.25% | -6.26% | -11.09% | -9.69% | -6.31% | 6.20% | 15.77% | -13.17% | -0.13% | -9.37% | 12.98% | 14.36% | -1.16% |
| 2022 | 1.42% | -8.55% | -5.79% | -10.57% | 7.34% | -2.13% | 4.20% | -7.96% | -9.76% | 9.38% | 5.79% | -7.04% | -23.58% |
| 2021 | 1.42% | 14.88% | 10.30% | 0.85% | 7.55% | -8.81% | 2.34% | 14.45% | -1.99% | 3.62% | -5.08% | 12.79% | 61.86% |
Benchmark Metrics
John Hancock Financial Opportunities Fund has an annualized alpha of 2.40%, beta of 1.10, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since August 17, 1994.
- This fund captured 111.39% of S&P 500 Index gains and 109.67% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.43 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 2.40%
- Beta
- 1.10
- R²
- 0.43
- Upside Capture
- 111.39%
- Downside Capture
- 109.67%
Expense Ratio
BTO has a high expense ratio of 2.01%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BTO ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Financial Opportunities Fund (BTO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BTO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.78 | -1.22 |
| Martin ratioReturn relative to average drawdown | 3.87 | 12.44 | -8.57 |
Dividends
Dividend History
John Hancock Financial Opportunities Fund provided a 6.92% dividend yield over the last twelve months, with an annual payout of $2.60 per share. The fund has been increasing its distributions for 8 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.60 | $2.60 | $2.60 | $2.60 | $2.50 | $2.20 | $2.20 | $2.20 | $1.66 | $1.48 | $1.85 | $1.33 |
Dividend yield | 6.92% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Financial Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $1.30 | ||||||
| 2025 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $2.60 |
| 2024 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $2.60 |
| 2023 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $2.60 |
| 2022 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $2.50 |
| 2021 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $2.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the John Hancock Financial Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the John Hancock Financial Opportunities Fund was 72.27%, occurring on Mar 6, 2009. Recovery took 1053 trading sessions.
The current John Hancock Financial Opportunities Fund drawdown is 1.93%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -72.27%Mar 2009 | 2y 20d | 4y 2mo | 6y 2moFeb 2007 - May 2013 |
COVID crash2020 | -65.70%Mar 2020 | 2mo 20d | 9mo 27d | 1y 12dJan 2020 - Jan 2021 |
Dot-com crash2000–2002 | -58.92%Mar 2000 | 1y 11mo | 3y 9mo | 5y 8moApr 1998 - Dec 2003 |
2023 bear market2023 | -51.80%May 2023 | 1y 3mo | 2y 8mo | 4y 20dJan 2022 - Feb 2026 |
Rate-hike selloffLate 2018 | -32.90%Dec 2018 | 9mo 16d | 1y 9d | 1y 9moMar 2018 - Jan 2020 |
Drawdown Indicators
| BTO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.27% | -56.78% | -15.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.26% | -9.10% | -6.16% |
Max Drawdown (3Y)Largest decline over 3 years | -25.19% | -18.90% | -6.29% |
Max Drawdown (5Y)Largest decline over 5 years | -51.80% | -25.43% | -26.37% |
Max Drawdown (10Y)Largest decline over 10 years | -65.70% | -33.92% | -31.78% |
Current DrawdownCurrent decline from peak | -1.93% | -1.80% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -18.98% | -10.71% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 2.03% | +4.11% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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