- ISIN
- US4101421034
- CUSIP
- 410142103
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Jul 1, 1985
Highlights
- Total Revenue (TTM)
- $28.77M
- Gross Profit (TTM)
- $35.62M
- Year Range
- $12.50 - $14.51
- ROA (TTM)
- 9.50%
- ROE (TTM)
- 16.12%
Share Price Chart
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Performance
JHI Performance Chart
John Hancock Investors Trust (JHI) is up 0.1% since the beginning of the year. At $13 per share, JHI is trading 9.6% below its 52-week high of $15. Investors who bought $1,000 worth of JHI shares 5 years ago would now be looking at an investment worth $1,055.
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Returns By Period
John Hancock Investors Trust (JHI) has returned 0.11% so far this year and 6.45% over the past 12 months. Over the last ten years, JHI has returned 6.22% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
John Hancock Investors Trust
- 1D
- -0.68%
- 1M
- 1.59%
- YTD
- 0.11%
- 6M
- 1.07%
- 1Y
- 6.45%
- 3Y*
- 10.25%
- 5Y*
- 1.07%
- 10Y*
- 6.22%
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%
JHI Monthly Returns History
Based on dividend-adjusted daily data since Jul 1, 1985, JHI's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.
Historically, 57% of months were positive and 43% were negative. The best month was Jan 1996 with a return of +11.0%, while the worst month was Mar 2020 at -23.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 14 months.
On a daily basis, JHI closed higher 46% of trading days. The best single day was Oct 13, 2008 with a return of +12.4%, while the worst single day was Mar 18, 2020 at -15.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.37% | 0.80% | -4.80% | 3.25% | 0.68% | 0.00% | 0.11% | ||||||
| 2025 | 2.63% | 0.21% | -1.88% | -2.98% | 1.79% | 5.64% | 1.41% | 1.00% | 0.86% | -1.51% | 1.60% | 0.22% | 9.07% |
| 2024 | 1.31% | 0.23% | 1.95% | 0.45% | 1.43% | 0.61% | 1.80% | 1.26% | 4.91% | 0.57% | 0.57% | -1.42% | 14.43% |
| 2023 | 9.01% | -4.17% | -1.64% | 0.55% | -1.33% | 2.12% | 2.22% | -0.93% | -3.51% | -1.89% | 5.79% | 4.77% | 10.60% |
| 2022 | -9.97% | -5.40% | 4.15% | -5.06% | -7.34% | -8.80% | 7.59% | -3.03% | -10.59% | 2.57% | 7.36% | -3.63% | -29.55% |
| 2021 | 2.21% | -0.07% | 3.84% | 2.74% | 0.53% | 3.51% | 0.21% | 0.64% | 0.13% | -0.21% | -0.32% | 6.46% | 21.25% |
Benchmark Metrics
John Hancock Investors Trust has an annualized alpha of 3.40%, beta of 0.24, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since July 01, 1985.
- This stock participated in 37.75% of S&P 500 Index downside but only 34.11% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.24 may look defensive, but with R2 of 0.07 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.40%
- Beta
- 0.24
- R²
- 0.07
- Upside Capture
- 34.11%
- Downside Capture
- 37.75%
Return for Risk
Risk / Return Rank
JHI ranks 60 for risk / return — better than 60% of stocks 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 Investors Trust (JHI) 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.
| JHI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.78 | 2.78 | -2.00 |
| Martin ratioReturn relative to average drawdown | 2.24 | 12.44 | -10.20 |
Dividends
Dividend History
John Hancock Investors Trust provided a 9.46% dividend yield over the last twelve months, with an annual payout of $1.24 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.24 | $1.21 | $1.08 | $0.88 | $1.18 | $1.47 | $1.37 | $1.21 | $1.20 | $1.33 | $1.35 | $1.45 |
Dividend yield | 9.46% | 8.89% | 7.91% | 6.81% | 9.45% | 7.57% | 7.95% | 6.81% | 8.52% | 7.59% | 8.12% | 10.08% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Investors 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 | $0.26 | $0.00 | $0.00 | $0.30 | $0.56 | ||||||
| 2025 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.36 | $1.21 |
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.35 | $1.08 |
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.88 |
| 2022 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $1.18 |
| 2021 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.39 | $1.47 |
Dividend Yield & Payout
Dividend Yield
John Hancock Investors Trust has a dividend yield of 9.46%, which means its dividend payment is significantly above the market average.
Payout Ratio
John Hancock Investors Trust has a payout ratio of 83.82%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 Investors 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 Investors Trust was 43.01%, occurring on Mar 18, 2020. Recovery took 185 trading sessions.
The current John Hancock Investors Trust drawdown is 2.65%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -43.01%Mar 2020 | 26d | 8mo 26d | 9mo 22dFeb 2020 - Dec 2020 |
2000 bear market2000 | -35.97%Jan 2000 | 7y 4mo | 3y 4mo | 10y 9moAug 1992 - May 2003 |
Financial crisis2007–2009 | -35.85%Nov 2008 | 5mo 13d | 8mo 5d | 1y 1moJun 2008 - Jul 2009 |
Bear market2022 | -34.71%Oct 2022 | 9mo 20d | — | 4y 5moJan 2022 - now |
Black Monday1987 | -34.11%Oct 1987 | 9mo 7d | 3y 11mo | 4y 8moJan 1987 - Oct 1991 |
Drawdown Indicators
| JHI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.01% | -56.78% | +13.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.27% | -9.10% | +0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -18.90% | +7.69% |
Max Drawdown (5Y)Largest decline over 5 years | -34.71% | -25.43% | -9.28% |
Max Drawdown (10Y)Largest decline over 10 years | -43.01% | -33.92% | -9.09% |
Current DrawdownCurrent decline from peak | -2.65% | -1.80% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -10.71% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.03% | +0.86% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of John Hancock Investors Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how John Hancock Investors Trust is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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