John Hancock Variable Insurance Trust Managed Volatility Conservative Portfolio (JELCX)

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John Hancock Variable Insurance Trust Managed Volatility Conservative Portfolio (JELCX) is up 3.4% since the beginning of the year. JELCX is currently trading at $10 per share. Investors who bought $1,000 worth of JELCX shares 5 years ago would now be looking at an investment worth $1,065.

John Hancock Variable Insurance Trust Managed Volatility Conservative Portfolio (JELCX) has returned 3.35% so far this year and 9.88% over the past 12 months. Over the last ten years, JELCX has returned 2.13% 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, JELCX's average daily return is 0.00%, while the average monthly return is +0.06%. At this rate, an investment would double in approximately 96.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +4.8%, while the worst month was Oct 2008 at -9.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, JELCX closed higher 47% of trading days. The best single day was Jun 21, 2011 with a return of +10.6%, while the worst single day was Jun 20, 2011 at -9.2%.

John Hancock Variable Insurance Trust Managed Volatility Conservative Portfolio has an annualized alpha of -0.86%, beta of 0.16, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 02, 1997.

• This fund participated in 33.52% of S&P 500 Index downside but only 18.36% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.16 may look defensive, but with R2 of 0.20 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.20 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

JELCX has an expense ratio of 0.18%, which is considered low.

JELCX 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 Conservative Portfolio provided a 3.68% dividend yield over the last twelve months, with an annual payout of $0.39 per share.

The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Managed Volatility Conservative 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 Conservative 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 Conservative Portfolio was 33.80%, occurring on Mar 9, 2009. Recovery took 4305 trading sessions.

The chart below shows the rolling one-month volatility.