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John Hancock Variable Insurance Trust 500 Index Tr...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

Inception Date

Nov 4, 2012

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

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

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in John Hancock Variable Insurance Trust 500 Index Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
365.73%
299.64%
JFIVX (John Hancock Variable Insurance Trust 500 Index Trust)
Benchmark (^GSPC)

Returns By Period

John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) returned -3.41% year-to-date (YTD) and 10.30% over the past 12 months. Over the past 10 years, JFIVX delivered an annualized return of 12.09%, outperforming the S&P 500 benchmark at 10.43%.


JFIVX

YTD

-3.41%

1M

13.73%

6M

-4.72%

1Y

10.30%

5Y*

15.55%

10Y*

12.09%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.76%-1.34%-5.66%-0.71%1.71%-3.41%
20241.64%5.33%3.18%-4.10%4.92%3.57%1.18%2.39%2.10%-0.93%5.84%-2.42%24.61%
20236.27%-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%
20197.98%3.17%1.93%4.02%-6.36%7.01%1.42%-1.63%1.86%2.14%3.61%2.97%31.05%
20185.68%-3.70%-2.59%0.38%2.37%0.58%3.70%3.24%0.55%-6.88%2.00%-9.03%-4.71%
20171.87%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 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JFIVX is 6161
Overall Rank
The Sharpe Ratio Rank of JFIVX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of JFIVX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of JFIVX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of JFIVX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of JFIVX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

John Hancock Variable Insurance Trust 500 Index Trust Sharpe ratios as of May 9, 2025 (values are recalculated daily):

  • 1-Year: 0.54
  • 5-Year: 0.87
  • 10-Year: 0.66
  • All Time: 0.76

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of John Hancock Variable Insurance Trust 500 Index Trust compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.54
0.48
JFIVX (John Hancock Variable Insurance Trust 500 Index Trust)
Benchmark (^GSPC)

Dividends

Dividend History

John Hancock Variable Insurance Trust 500 Index Trust provided a 1.05% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%1.20%1.40%1.60%1.80%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.62$0.62$0.58$0.56$0.67$0.71$0.60$0.44$0.52$0.45$0.44$0.31

Dividend yield

1.05%1.01%1.16%1.37%1.27%1.65%1.58%1.49%1.61%1.66%1.73%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.62$0.00$0.00$0.62
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.58
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.56$0.00$0.00$0.56
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.67$0.00$0.00$0.67
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71$0.00$0.00$0.71
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.35$0.00$0.60
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.34$0.00$0.44
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.41$0.00$0.52
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.35$0.00$0.45
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.37$0.00$0.44
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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-7.64%
-7.82%
JFIVX (John Hancock Variable Insurance Trust 500 Index Trust)
Benchmark (^GSPC)

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 7.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.81%Feb 20, 202023Mar 23, 202097Aug 10, 2020120
-24.67%Jan 4, 2022195Oct 12, 2022294Dec 13, 2023489
-19.46%Sep 21, 201865Dec 24, 201875Apr 12, 2019140
-18.8%Feb 20, 202534Apr 8, 2025
-13.06%Jul 21, 2015143Feb 11, 201646Apr 19, 2016189

Volatility

Volatility Chart

The current John Hancock Variable Insurance Trust 500 Index Trust volatility is 11.20%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.20%
11.21%
JFIVX (John Hancock Variable Insurance Trust 500 Index Trust)
Benchmark (^GSPC)