John Hancock ESG Core Bond Fund (JBOIX)
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investment-grade bonds and other fixed-income securities that meet the manager's sustainability criteria. The manager seeks to invest in companies meeting its sustainability criteria, including companies with strong (including above-average and/or improving) ESG risk profiles. The fund may invest in U.S. dollar-denominated securities of foreign governments and corporations.
Fund Info
| ISIN | US4780306043 |
|---|---|
| CUSIP | 478030604 |
| Issuer | John Hancock |
| Inception Date | Dec 14, 2016 |
| Category | Intermediate Core Bond |
| Min. Investment | $250,000 |
| Asset Class | Bond |
Expense Ratio
JBOIX has a high expense ratio of 0.56%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock ESG Core Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
John Hancock ESG Core Bond Fund had a return of -0.17% year-to-date (YTD) and 3.01% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.17% | 11.18% |
| 1 month | 1.19% | 5.60% |
| 6 months | 3.06% | 17.48% |
| 1 year | 3.01% | 26.33% |
| 5 years (annualized) | 0.75% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of JBOIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.39% | -0.92% | 0.73% | -1.45% | -0.17% | ||||||||
| 2023 | 2.12% | -1.84% | 2.14% | 0.57% | -0.83% | -0.51% | 0.38% | -0.06% | -1.06% | -0.73% | 2.77% | 2.27% | 5.22% |
| 2022 | -1.53% | -0.86% | -2.28% | -2.34% | 0.69% | -1.01% | 1.68% | -2.04% | -2.73% | -0.57% | 2.36% | -0.30% | -8.71% |
| 2021 | -0.30% | -0.89% | -0.79% | 0.45% | 0.26% | 0.31% | 0.75% | -0.23% | -0.63% | -0.54% | -0.05% | -0.08% | -1.74% |
| 2020 | 1.46% | 1.24% | -0.48% | 1.62% | 0.84% | 0.64% | 0.74% | -0.20% | -0.02% | -0.30% | 0.54% | 0.23% | 6.49% |
| 2019 | 1.01% | -0.02% | 1.41% | -0.01% | 1.29% | 0.98% | 0.00% | 1.66% | -0.39% | 0.29% | -0.10% | -0.00% | 6.26% |
| 2018 | -0.84% | -0.55% | 0.27% | -0.54% | 0.59% | -0.13% | 0.08% | 0.49% | -0.33% | -0.32% | 0.49% | 1.22% | 0.44% |
| 2017 | 0.10% | 0.30% | -0.10% | 0.40% | 0.30% | -0.39% | 0.30% | 0.30% | -0.46% | -0.04% | -0.25% | 0.06% | 0.50% |
| 2016 | 0.60% | 0.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JBOIX is 14, indicating that it is in the bottom 14% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
JBOIX (John Hancock ESG Core Bond Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock ESG Core Bond Fund (JBOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock ESG Core Bond Fund granted a 3.28% dividend yield in the last twelve months. The annual payout for that period amounted to $0.30 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.28 | $0.20 | $0.30 | $0.30 | $0.23 | $0.21 | $0.07 |
Dividend yield | 3.28% | 3.06% | 2.22% | 2.93% | 2.83% | 2.27% | 2.13% | 0.70% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock ESG Core Bond 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.03 | $0.02 | $0.03 | $0.03 | $0.00 | $0.10 | |||||||
| 2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.03 | $0.28 |
| 2022 | $0.01 | $0.01 | $0.02 | $0.01 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.20 |
| 2021 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.01 | $0.01 | $0.02 | $0.10 | $0.30 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.09 | $0.30 |
| 2019 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.23 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2017 | $0.01 | $0.02 | $0.02 | $0.03 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the John Hancock ESG Core Bond 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 ESG Core Bond Fund was 12.97%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current John Hancock ESG Core Bond Fund drawdown is 5.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.97% | Jan 5, 2021 | 453 | Oct 20, 2022 | — | — | — |
| -5% | Mar 10, 2020 | 8 | Mar 19, 2020 | 27 | Apr 28, 2020 | 35 |
| -3.01% | Sep 11, 2017 | 172 | May 16, 2018 | 159 | Jan 3, 2019 | 331 |
| -1.54% | Sep 5, 2019 | 7 | Sep 13, 2019 | 15 | Oct 4, 2019 | 22 |
| -1.09% | Feb 27, 2017 | 9 | Mar 9, 2017 | 23 | Apr 11, 2017 | 32 |
Volatility
Volatility Chart
The current John Hancock ESG Core Bond Fund volatility is 0.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.