John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio (JELMX)
Fund Info
Jan 6, 1997
$0
Large-Cap
Blend
Expense Ratio
JELMX has an expense ratio of 0.17%, which is considered low compared to other funds.
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 Variable Insurance Trust Managed Volatility Moderate Portfolio, 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 Variable Insurance Trust Managed Volatility Moderate Portfolio had a return of 2.57% year-to-date (YTD) and 10.48% in the last 12 months. Over the past 10 years, John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio had an annualized return of -0.15%, while the S&P 500 had an annualized return of 11.29%, indicating that John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio did not perform as well as the benchmark.
JELMX
2.57%
1.76%
2.53%
10.48%
-0.60%
-0.15%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of JELMX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.78% | 2.57% | |||||||||||
| 2024 | 0.10% | 1.14% | 2.15% | -3.31% | 3.11% | 1.21% | 2.49% | 1.65% | 1.62% | -2.37% | 2.89% | -2.54% | 8.17% |
| 2023 | 3.64% | -1.81% | 1.74% | 0.70% | -1.20% | 2.53% | 1.48% | -1.65% | -3.55% | -9.36% | 6.45% | 4.76% | 2.77% |
| 2022 | -3.41% | -1.81% | -1.49% | -4.90% | 0.09% | -3.00% | 3.09% | -1.97% | -4.30% | -3.49% | 3.32% | -1.04% | -17.68% |
| 2021 | -0.35% | 0.70% | 0.78% | 2.59% | 0.67% | 1.09% | 0.91% | 1.07% | -2.27% | 2.03% | -1.06% | 1.56% | 7.90% |
| 2020 | 0.67% | -2.66% | -9.14% | 2.92% | 1.46% | 1.35% | 2.13% | 2.00% | -1.62% | -5.69% | 5.44% | 2.47% | -1.61% |
| 2019 | 3.87% | 1.42% | 1.66% | 1.72% | -1.95% | 3.71% | 0.50% | -3.36% | 0.60% | 1.19% | 1.35% | 1.28% | 12.45% |
| 2018 | 2.03% | -2.31% | -0.41% | -0.16% | 0.98% | 0.00% | 1.30% | -4.88% | -0.42% | -3.97% | 0.97% | -3.04% | -9.72% |
| 2017 | 1.29% | 1.70% | 0.42% | 1.16% | 1.15% | 0.41% | 1.37% | -2.71% | 0.74% | 0.98% | 0.97% | 0.60% | 8.29% |
| 2016 | -1.96% | -0.17% | 3.40% | 1.01% | 0.50% | 0.58% | 2.23% | -3.31% | 0.08% | -1.42% | -0.09% | 0.90% | 1.59% |
| 2015 | 0.45% | 2.10% | -0.22% | 0.66% | 0.07% | -1.46% | 0.96% | -11.73% | -1.33% | 2.95% | -0.08% | -1.54% | -9.54% |
| 2014 | -0.51% | 2.50% | -0.36% | 0.50% | 1.50% | 1.06% | -1.19% | -2.83% | -1.74% | 0.89% | 1.03% | -0.64% | 0.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JELMX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio (JELMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio provided a 2.76% dividend yield over the last twelve months, with an annual payout of $0.29 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.29 | $0.25 | $0.28 | $0.33 | $0.31 | $0.25 | $0.29 | $0.29 | $0.26 | $0.31 | $0.39 |
Dividend yield | 2.76% | 2.83% | 2.54% | 2.88% | 2.78% | 2.68% | 2.09% | 2.67% | 2.31% | 2.20% | 2.67% | 2.96% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.27 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.23 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.26 | $0.28 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.31 | $0.33 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.27 | $0.31 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2014 | $0.39 | $0.39 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the John Hancock Variable Insurance Trust Managed Volatility Moderate 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 Moderate Portfolio was 36.38%, occurring on Mar 9, 2009. Recovery took 403 trading sessions.
The current John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio drawdown is 6.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.38% | Nov 1, 2007 | 338 | Mar 9, 2009 | 403 | Oct 12, 2010 | 741 |
| -25.09% | Nov 10, 2021 | 492 | Oct 25, 2023 | — | — | — |
| -17.8% | Aug 26, 2014 | 1402 | Mar 20, 2020 | 324 | Jul 2, 2021 | 1726 |
| -11.75% | Apr 13, 2006 | 43 | Jun 14, 2006 | 170 | Feb 20, 2007 | 213 |
| -7.76% | Jul 25, 2011 | 50 | Oct 3, 2011 | 79 | Jan 26, 2012 | 129 |
Volatility
Volatility Chart
The current John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio volatility is 1.74%, 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.