John Hancock Variable Insurance Trust 500 Index Trust (JFIVX)
The mutual fund seeks a high level of current income by investing primarily in floating rate loans and other floating rate securities, with at least 80% allocated to below investment-grade debt securities.
Fund Info
Nov 4, 2012
$0
Large-Cap
Blend
Expense Ratio
JFIVX has an expense ratio of 0.30%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) returned 0.92% year-to-date (YTD) and 13.38% over the past 12 months. Over the past 10 years, JFIVX delivered an annualized return of 12.50%, outperforming the S&P 500 benchmark at 10.84%.
JFIVX
0.92%
6.44%
-0.97%
13.38%
13.85%
15.59%
12.50%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of JFIVX, 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 | 2.76% | -1.34% | -5.66% | -0.71% | 6.27% | 0.92% | |||||||
| 2024 | 1.64% | 5.33% | 3.18% | -4.10% | 4.92% | 3.57% | 1.18% | 2.39% | 2.10% | -0.93% | 5.84% | -2.42% | 24.61% |
| 2023 | 6.27% | -2.47% | 3.65% | 1.53% | 0.41% | 6.57% | 3.20% | -1.63% | -4.79% | -2.11% | 9.10% | 4.53% | 25.92% |
| 2022 | -5.21% | -3.02% | 3.69% | -8.74% | 0.15% | -8.27% | 9.19% | -4.11% | -9.23% | 8.17% | 5.55% | -5.79% | -18.30% |
| 2021 | -1.04% | 2.72% | 4.36% | 5.32% | 0.66% | 2.31% | 2.34% | 3.02% | -4.69% | 6.99% | -0.71% | 4.46% | 28.31% |
| 2020 | -0.05% | -8.25% | -12.36% | 12.79% | 4.75% | 1.98% | 5.62% | 7.16% | -3.83% | -2.75% | 10.91% | 3.83% | 18.03% |
| 2019 | 7.98% | 3.17% | 1.93% | 4.02% | -6.36% | 7.01% | 1.42% | -1.63% | 1.86% | 2.14% | 3.61% | 2.97% | 31.05% |
| 2018 | 5.68% | -3.70% | -2.59% | 0.38% | 2.37% | 0.58% | 3.70% | 3.24% | 0.55% | -6.88% | 2.00% | -9.03% | -4.71% |
| 2017 | 1.87% | 3.96% | 0.07% | 1.00% | 1.44% | 0.57% | 2.05% | 0.25% | 2.07% | 2.29% | 3.07% | 1.10% | 21.52% |
| 2016 | -4.99% | -0.17% | 6.76% | 0.35% | 1.75% | 0.23% | 3.71% | 0.09% | -0.04% | -1.84% | 3.68% | 1.94% | 11.57% |
| 2015 | -3.00% | 5.70% | -1.60% | 0.93% | 1.26% | -1.93% | 2.04% | -6.01% | -2.48% | 8.39% | 0.30% | -1.64% | 1.14% |
| 2014 | -3.51% | 4.57% | 0.81% | 0.72% | 2.30% | 2.04% | -1.40% | 2.19% | -1.43% | 2.42% | 2.69% | -0.31% | 11.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JFIVX is 56, 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 500 Index Trust (JFIVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
John Hancock Variable Insurance Trust 500 Index Trust provided a 2.17% dividend yield over the last twelve months, with an annual payout of $1.33 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.33 | $1.33 | $1.22 | $2.11 | $2.71 | $1.46 | $1.13 | $0.97 | $0.90 | $0.87 | $0.69 | $0.31 |
Dividend yield | 2.17% | 2.19% | 2.44% | 5.19% | 5.17% | 3.38% | 2.97% | 3.25% | 2.80% | 3.20% | 2.74% | 1.22% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust 500 Index 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $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 | $1.33 | $0.00 | $0.00 | $1.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $1.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $0.00 | $0.00 | $2.11 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.71 | $0.00 | $0.00 | $2.71 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 | $0.00 | $0.00 | $1.46 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.35 | $0.00 | $1.13 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.34 | $0.00 | $0.97 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.41 | $0.00 | $0.90 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.35 | $0.00 | $0.87 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.37 | $0.00 | $0.69 |
| 2014 | $0.31 | $0.00 | $0.31 |
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 500 Index 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 500 Index Trust was 33.81%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current John Hancock Variable Insurance Trust 500 Index Trust drawdown is 3.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.81% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -24.67% | Jan 4, 2022 | 195 | Oct 12, 2022 | 294 | Dec 13, 2023 | 489 |
| -19.46% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -18.8% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -13.06% | Jul 21, 2015 | 143 | Feb 11, 2016 | 46 | Apr 19, 2016 | 189 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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