John Hancock Funds Global Equity Fund (JGEFX)
The fund seeks to generate capital appreciation by investing at least 80% of net assets (plus borrowings for investment purposes) in a diversified portfolio of equity securities. Under normal market conditions, at least 40% of the value of the fund's net assets will be invested in securities of issuers domiciled outside of the United States. Equity securities include common and preferred stocks and their equivalents, including depositary receipts, warrants, rights, and convertible securities. It may invest in securities of any market-capitalization.
Fund Info
ISIN | US47804M1264 |
---|---|
CUSIP | 47804M126 |
Issuer | John Hancock |
Inception Date | May 15, 2013 |
Category | Global Equities |
Min. Investment | $250,000 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JGEFX has a high expense ratio of 0.98%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
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 Funds Global Equity Fund, 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 Funds Global Equity Fund had a return of 13.47% year-to-date (YTD) and 20.83% in the last 12 months. Over the past 10 years, John Hancock Funds Global Equity Fund had an annualized return of 8.10%, while the S&P 500 had an annualized return of 10.88%, indicating that John Hancock Funds Global Equity Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 13.47% | 18.10% |
1 month | 1.79% | 1.42% |
6 months | 5.57% | 9.39% |
1 year | 20.83% | 26.58% |
5 years (annualized) | 10.16% | 13.42% |
10 years (annualized) | 8.10% | 10.88% |
Monthly Returns
The table below presents the monthly returns of JGEFX, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.50% | 4.55% | 4.19% | -3.19% | 3.29% | -0.61% | 3.59% | 1.47% | 13.47% | ||||
2023 | 5.89% | -2.92% | 2.26% | 3.03% | -1.87% | 5.27% | 2.50% | -1.85% | -3.26% | -1.33% | 7.19% | 3.89% | 19.66% |
2022 | -2.61% | -4.18% | -0.41% | -5.95% | 2.72% | -7.01% | 4.41% | -3.96% | -8.80% | 9.15% | 6.63% | -4.14% | -14.81% |
2021 | -1.30% | 1.86% | 5.54% | 3.38% | 2.78% | 0.34% | 1.42% | 2.79% | -4.27% | 3.78% | -3.12% | 6.60% | 20.99% |
2020 | -2.01% | -8.63% | -13.49% | 9.04% | 4.77% | 2.64% | 4.61% | 4.83% | -2.26% | -3.89% | 10.50% | 4.38% | 7.91% |
2019 | 7.58% | 4.48% | 2.10% | 3.39% | -5.18% | 6.47% | -0.26% | -1.54% | 3.49% | 1.35% | 2.33% | 3.18% | 30.24% |
2018 | 4.88% | -5.47% | -1.90% | -0.44% | -0.18% | -0.27% | 4.26% | 1.87% | -0.92% | -5.06% | 1.24% | -7.88% | -10.17% |
2017 | 1.29% | 3.26% | 1.49% | 1.56% | 2.05% | 0.33% | 0.83% | -0.58% | 1.66% | 1.06% | 2.18% | 0.57% | 16.83% |
2016 | -2.46% | -0.10% | 6.17% | 0.00% | 0.67% | -0.85% | 2.86% | 1.67% | -0.37% | -1.65% | 1.21% | 2.01% | 9.25% |
2015 | -1.33% | 5.60% | -1.46% | 2.69% | 1.08% | -3.04% | 2.03% | -7.23% | -2.53% | 5.90% | -0.38% | -1.86% | -1.30% |
2014 | -4.60% | 4.54% | 2.26% | 0.80% | 1.93% | 1.55% | -2.97% | 2.27% | -2.31% | 0.26% | 1.22% | -1.81% | 2.80% |
2013 | -2.10% | -0.72% | 5.14% | -2.64% | 3.82% | 3.39% | 2.71% | 2.18% | 12.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JGEFX is 68, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds Global Equity Fund (JGEFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Funds Global Equity Fund granted a 2.56% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.35 | $0.35 | $0.75 | $2.79 | $0.29 | $0.29 | $0.75 | $1.03 | $0.20 | $0.20 | $0.91 | $0.13 |
Dividend yield | 2.56% | 2.91% | 7.20% | 21.44% | 2.21% | 2.33% | 7.64% | 8.78% | 1.83% | 2.00% | 8.69% | 1.14% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Global Equity Fund. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.79 | $2.79 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $1.03 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
2013 | $0.13 | $0.13 |
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 Funds Global Equity Fund. 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 Funds Global Equity Fund was 32.96%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current John Hancock Funds Global Equity Fund drawdown is 0.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-32.96% | Feb 13, 2020 | 27 | Mar 23, 2020 | 162 | Nov 10, 2020 | 189 |
-24.85% | Jan 13, 2022 | 180 | Sep 30, 2022 | 310 | Dec 26, 2023 | 490 |
-18.98% | Jan 29, 2018 | 229 | Dec 24, 2018 | 89 | May 3, 2019 | 318 |
-16.07% | May 22, 2015 | 183 | Feb 11, 2016 | 212 | Dec 13, 2016 | 395 |
-9.82% | Jul 7, 2014 | 73 | Oct 16, 2014 | 89 | Feb 25, 2015 | 162 |
Volatility
Volatility Chart
The current John Hancock Funds Global Equity Fund volatility is 3.00%, 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.