John Hancock Variable Insurance Trust Small Cap Stock Trust (JESGX)
Fund Info
May 1, 2005
$0
Small-Cap
Growth
Expense Ratio
JESGX has a high expense ratio of 1.12%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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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 Small Cap Stock Trust, 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 Small Cap Stock Trust had a return of 4.14% year-to-date (YTD) and 14.31% in the last 12 months. Over the past 10 years, John Hancock Variable Insurance Trust Small Cap Stock Trust had an annualized return of -5.69%, while the S&P 500 had an annualized return of 11.26%, indicating that John Hancock Variable Insurance Trust Small Cap Stock Trust did not perform as well as the benchmark.
JESGX
4.14%
-0.44%
6.09%
14.31%
-6.01%
-5.69%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of JESGX, 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 | 4.91% | 4.14% | |||||||||||
| 2024 | -2.05% | 5.94% | 3.14% | -7.36% | 5.35% | -0.16% | 6.08% | 0.46% | 1.23% | -1.98% | 10.09% | -8.04% | 11.64% |
| 2023 | 6.96% | -1.30% | -3.01% | -0.58% | -0.39% | 8.43% | 2.17% | -3.54% | -4.59% | -7.50% | 9.36% | 11.03% | 16.10% |
| 2022 | -13.65% | 1.47% | -0.33% | -11.94% | -5.45% | -8.71% | 11.75% | -3.02% | -7.72% | -22.76% | 2.85% | -7.02% | -50.97% |
| 2021 | 1.93% | 3.13% | -2.87% | 3.86% | -5.62% | 4.44% | -1.44% | 1.55% | -4.81% | -11.04% | -5.11% | 2.40% | -13.93% |
| 2020 | -0.34% | -7.01% | -19.08% | 16.52% | 12.89% | 4.91% | 6.86% | 6.11% | -0.29% | -8.28% | 13.64% | 10.06% | 34.23% |
| 2019 | 13.55% | 7.86% | 0.36% | 3.41% | -6.07% | 7.93% | 0.68% | -30.90% | -2.83% | 3.41% | 6.72% | 1.72% | -2.20% |
| 2018 | 4.74% | -2.17% | 0.29% | 0.00% | 8.26% | 0.09% | 0.27% | 2.92% | -0.86% | -13.17% | 2.89% | -11.93% | -10.37% |
| 2017 | 2.75% | 4.01% | 1.05% | 2.66% | 0.23% | 2.02% | 2.31% | 0.11% | 3.66% | 1.76% | 2.65% | 0.60% | 26.47% |
| 2016 | -12.20% | -3.31% | 6.29% | 1.29% | 2.03% | 0.50% | 6.07% | -8.76% | 2.18% | -6.52% | 8.04% | -0.62% | -6.97% |
| 2015 | -2.48% | 7.20% | 0.66% | -3.01% | 3.19% | 0.33% | 2.27% | -26.62% | -9.07% | 3.44% | 1.61% | -2.71% | -26.28% |
| 2014 | -1.33% | 6.32% | -4.09% | -4.50% | 2.03% | 6.84% | -5.96% | -10.45% | -3.09% | 5.29% | 0.78% | 0.43% | -8.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JESGX is 30, 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 Small Cap Stock Trust (JESGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Small Cap Stock 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 Small Cap Stock Trust was 65.35%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current John Hancock Variable Insurance Trust Small Cap Stock Trust drawdown is 50.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.35% | Mar 5, 2014 | 2431 | Oct 27, 2023 | — | — | — |
| -56.66% | Apr 12, 2007 | 479 | Mar 9, 2009 | 487 | Feb 10, 2011 | 966 |
| -28.57% | May 11, 2011 | 101 | Oct 3, 2011 | 341 | Feb 13, 2013 | 442 |
| -16.81% | May 8, 2006 | 52 | Jul 21, 2006 | 127 | Jan 24, 2007 | 179 |
| -7.63% | Feb 22, 2007 | 8 | Mar 5, 2007 | 26 | Apr 11, 2007 | 34 |
Volatility
Volatility Chart
The current John Hancock Variable Insurance Trust Small Cap Stock Trust volatility is 4.48%, 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.