John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX)

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John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) is up 6.5% since the beginning of the year. JELBX is currently trading at $12 per share. Investors who bought $1,000 worth of JELBX shares 5 years ago would now be looking at an investment worth $1,265.

John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) has returned 6.51% so far this year and 16.32% over the past 12 months. Over the last ten years, JELBX has returned 4.68% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 2, 1997, JELBX's average daily return is +0.01%, while the average monthly return is +0.18%. At this rate, an investment would double in approximately 32.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +8.0%, while the worst month was Oct 2008 at -16.0%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, JELBX closed higher 50% of trading days. The best single day was Jun 21, 2011 with a return of +7.0%, while the worst single day was Apr 12, 2006 at -12.1%.

John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio has an annualized alpha of -2.21%, beta of 0.46, and R2 of 0.65 versus S&P 500 Index. Calculated based on daily prices since January 02, 1997.

• This fund participated in 69.73% of S&P 500 Index downside but only 45.89% of its upside - more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.21% versus S&P 500 Index - delivering less than market exposure alone would predict.
• Beta of 0.46 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

JELBX has an expense ratio of 0.17%, which is considered low.

JELBX ranks 63 for risk / return — better than 63% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio provided a 6.36% dividend yield over the last twelve months, with an annual payout of $0.74 per share.

The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio. 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 Variable Insurance Trust Managed Volatility Balanced Portfolio was 50.73%, occurring on Mar 9, 2009. Recovery took 2979 trading sessions.

The current John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio drawdown is 0.43%.

The chart below shows the rolling one-month volatility.