John Hancock Variable Insurance Trust Small Cap Stock Trust (JESGX)

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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.

John Hancock Variable Insurance Trust Small Cap Stock Trust (JESGX) has returned -9.26% so far this year and 12.02% over the past 12 months.

Based on dividend-adjusted daily data since Feb 1, 2017, JESGX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +16.5%, while the worst month was Mar 2020 at -19.1%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JESGX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -13.9%.

John Hancock Variable Insurance Trust Small Cap Stock Trust has an annualized alpha of -3.04%, beta of 1.12, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since February 02, 2017.

• This fund participated in 112.95% of S&P 500 Index downside but only 101.22% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -3.04% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 1.12 and R² of 0.72, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

JESGX has a high expense ratio of 1.12%, indicating above-average management fees.

JESGX ranks 12 for risk / return — in the bottom 12% 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.

The table below present risk-adjusted performance metrics for John Hancock Variable Insurance Trust Small Cap Stock Trust (JESGX) and compare them to a chosen benchmark (S&P 500 Index).

John Hancock Variable Insurance Trust Small Cap Stock Trust provided a 0.08% dividend yield over the last twelve months, with an annual payout of $0.01 per share.

The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Small Cap Stock Trust. 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 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 42.87%, occurring on Jun 16, 2022. The portfolio has not yet recovered.

The current John Hancock Variable Insurance Trust Small Cap Stock Trust drawdown is 18.07%.

The chart below shows the rolling one-month volatility.