- Issuer
- John Hancock
- Inception Date
- Nov 4, 2012
- Category
- Large Cap Blend 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
JFIVX Performance Chart
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) is up 10.0% since the beginning of the year. JFIVX is currently trading at $77 per share. Investors who bought $1,000 worth of JFIVX shares 5 years ago would now be looking at an investment worth $1,907.
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Returns By Period
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has returned 10.02% so far this year and 26.84% over the past 12 months.
John Hancock Variable Insurance Trust 500 Index Trust
- 1D
- 1.08%
- 1M
- 0.43%
- YTD
- 10.02%
- 6M
- 9.52%
- 1Y
- 26.84%
- 3Y*
- 20.62%
- 5Y*
- 13.78%
- 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%
JFIVX Monthly Returns History
Based on dividend-adjusted daily data since Feb 1, 2017, JFIVX's average daily return is +0.06%, while the average monthly return is +1.26%. At this rate, an investment would double in approximately 4.6 years.
Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +12.8%, while the worst month was Mar 2020 at -12.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JFIVX closed higher 55% 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 -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.42% | -0.78% | -5.02% | 10.47% | 5.24% | -0.98% | 10.02% | ||||||
| 2025 | 2.76% | -1.34% | -5.66% | -0.71% | 6.27% | 5.07% | 2.22% | 2.00% | 3.62% | 2.34% | 0.22% | 0.04% | 17.54% |
| 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% |
Benchmark Metrics
John Hancock Variable Insurance Trust 500 Index Trust has an annualized alpha of 1.58%, beta of 0.96, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since February 01, 2017.
- With beta of 0.96 and R2 of 0.94, 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
- 1.58%
- Beta
- 0.96
- R²
- 0.94
- Upside Capture
- 102.60%
- Downside Capture
- 98.03%
Expense Ratio
JFIVX has an expense ratio of 0.30%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JFIVX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) 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.
| JFIVX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.78 | +0.24 |
| Martin ratioReturn relative to average drawdown | 13.67 | 12.44 | +1.23 |
Dividends
Dividend History
John Hancock Variable Insurance Trust 500 Index Trust provided a 2.32% dividend yield over the last twelve months, with an annual payout of $1.78 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.78 | $1.78 | $1.33 | $1.22 | $2.11 | $2.71 | $1.46 | $1.13 | $0.87 | $0.41 |
Dividend yield | 2.32% | 2.56% | 2.19% | 2.44% | 5.19% | 5.17% | 3.38% | 2.97% | 2.90% | 1.27% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $1.78 | $0.00 | $0.00 | $1.78 |
| 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 |
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 1.38%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.81%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 |
Bear market2022 | -24.67%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.46%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
2025 selloff2025 | -18.82%Apr 2025 | 2mo 11d | 2mo 19d | 5moJan 2025 - Jun 2025 |
2018 correction2018 | -10.11%Feb 2018 | 10d | 5mo 29d | 6mo 9dJan 2018 - Aug 2018 |
Drawdown Indicators
| JFIVX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.81% | -56.78% | +22.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -9.10% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -18.82% | -18.90% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -25.43% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.38% | -1.80% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -10.71% | +6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.03% | -0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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