- Issuer
- John Hancock
- Inception Date
- May 4, 2003
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JEQAX Performance Chart
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust (JEQAX) is down 1.0% since the beginning of the year. JEQAX is currently trading at $30 per share. Investors who bought $1,000 worth of JEQAX shares 5 years ago would now be looking at an investment worth $1,492.
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Returns By Period
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust (JEQAX) has returned -0.95% so far this year and 8.45% over the past 12 months.
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust
- 1D
- 1.44%
- 1M
- -0.79%
- YTD
- -0.95%
- 6M
- -1.11%
- 1Y
- 8.45%
- 3Y*
- 12.88%
- 5Y*
- 8.33%
- 10Y*
- —
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%
JEQAX Monthly Returns History
Based on dividend-adjusted daily data since Feb 1, 2017, JEQAX's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +18.3%, while the worst month was Mar 2020 at -17.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JEQAX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -12.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.20% | -2.50% | -6.17% | 10.42% | 1.17% | -2.89% | -0.95% | ||||||
| 2025 | 3.98% | -8.69% | -4.71% | -2.57% | 7.19% | 5.38% | 1.11% | 3.77% | -0.15% | 0.62% | 0.16% | -0.33% | 4.79% |
| 2024 | 0.07% | 4.82% | 3.57% | -4.37% | 6.04% | 2.33% | 4.43% | 0.47% | 1.96% | -0.53% | 6.88% | -3.12% | 24.22% |
| 2023 | 12.78% | -2.12% | 3.04% | -0.53% | 0.82% | 7.09% | 4.04% | -1.85% | -6.03% | -4.16% | 13.01% | 6.74% | 35.53% |
| 2022 | -6.90% | -2.24% | 1.03% | -10.55% | 0.37% | -9.58% | 13.10% | -4.69% | -10.17% | 5.65% | 6.40% | -6.54% | -24.07% |
| 2021 | 0.23% | 4.57% | 3.96% | 6.18% | 1.09% | 2.69% | 1.38% | 4.74% | -3.59% | 4.33% | -0.25% | 2.08% | 30.61% |
Benchmark Metrics
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust has an annualized alpha of -0.89%, beta of 1.08, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since February 01, 2017.
- This fund participated in 114.45% of S&P 500 Index downside but only 112.40% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.08 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.89%
- Beta
- 1.08
- R²
- 0.86
- Upside Capture
- 112.40%
- Downside Capture
- 114.45%
Expense Ratio
JEQAX has an expense ratio of 0.76%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JEQAX ranks 9 for risk / return — in the bottom 9% 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 Variable Insurance Trust Fundamental All Cap Core Trust (JEQAX) 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.
| JEQAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 2.78 | -2.03 |
| Martin ratioReturn relative to average drawdown | 2.43 | 12.44 | -10.01 |
Dividends
Dividend History
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust provided a 12.44% dividend yield over the last twelve months, with an annual payout of $3.76 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.76 | $3.76 | $3.08 | $3.88 | $2.90 | $2.93 | $0.88 | $1.98 | $3.43 | $0.08 |
Dividend yield | 12.44% | 12.32% | 9.43% | 13.44% | 11.73% | 8.06% | 2.93% | 8.07% | 17.47% | 0.29% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Fundamental All Cap Core Trust. 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.76 | $0.00 | $0.00 | $3.76 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.08 | $0.00 | $0.00 | $3.08 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.88 | $0.00 | $0.00 | $3.88 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.90 | $0.00 | $0.00 | $2.90 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.93 | $0.00 | $0.00 | $2.93 |
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 Variable Insurance Trust Fundamental All Cap Core Trust. 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 Fundamental All Cap Core Trust was 37.58%, occurring on Mar 23, 2020. Recovery took 83 trading sessions.
The current John Hancock Variable Insurance Trust Fundamental All Cap Core Trust drawdown is 4.19%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -37.58%Mar 2020 | 1mo 9d | 4mo | 5mo 9dFeb 2020 - Jul 2020 |
Bear market2022 | -29.00%Oct 2022 | 11mo 8d | 1y 2mo | 2y 1moNov 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -27.15%Dec 2018 | 3mo 26d | 10mo 15d | 1y 2moAug 2018 - Nov 2019 |
2025 selloff2025 | -23.88%Apr 2025 | 4mo 4d | 5mo 3d | 9mo 7dDec 2024 - Sep 2025 |
2026 correction2026 | -14.02%Mar 2026 | 2mo 16d | — | 5mo 11dJan 2026 - now |
Drawdown Indicators
| JEQAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.58% | -56.78% | +19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.02% | -9.10% | -4.92% |
Max Drawdown (3Y)Largest decline over 3 years | -23.88% | -18.90% | -4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -29.00% | -25.43% | -3.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -4.19% | -1.80% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -10.71% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 2.03% | +2.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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