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John Hancock Investors Trust (JHI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4101421034
CUSIP410142103
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$120.33M
EPS (TTM)$1.44
PE Ratio9.56
Total Revenue (TTM)$12.93M
Gross Profit (TTM)$11.60M
EBITDA (TTM)$20.91M
Year Range$10.79 - $13.82
Short %0.17%
Short Ratio0.74

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.


Popular comparisons: JHI vs. MCI, JHI vs. JEPI

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
9.08%
9.01%
JHI (John Hancock Investors Trust)
Benchmark (^GSPC)

Returns By Period

John Hancock Investors Trust had a return of 12.33% year-to-date (YTD) and 18.72% in the last 12 months. Over the past 10 years, John Hancock Investors Trust had an annualized return of 4.90%, while the S&P 500 had an annualized return of 11.12%, indicating that John Hancock Investors Trust did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date12.33%19.79%
1 month4.58%2.08%
6 months9.08%9.01%
1 year18.72%29.79%
5 years (annualized)3.47%13.85%
10 years (annualized)4.90%11.12%

Monthly Returns

The table below presents the monthly returns of JHI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.31%0.23%1.95%0.45%1.43%0.61%1.80%1.26%12.33%
20239.01%-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%
20212.21%-0.07%3.84%2.74%0.53%3.51%0.21%0.64%0.13%-0.21%-0.32%6.46%21.25%
20201.24%-7.29%-23.10%10.49%8.06%5.71%2.00%4.87%-2.55%-2.27%10.60%3.03%5.74%
201910.09%1.64%1.39%1.90%-0.43%4.48%1.77%2.76%1.12%0.71%0.35%5.23%35.24%
20180.29%-3.25%-0.33%-0.72%-1.45%0.09%1.88%2.03%-1.40%-3.64%-3.66%-3.44%-13.00%
20173.01%2.63%-1.05%2.76%0.91%-1.16%6.65%1.09%-0.06%-1.54%-2.02%1.97%13.64%
2016-2.02%1.99%9.95%1.80%-0.62%5.47%7.57%-0.06%-1.72%0.18%0.96%0.23%25.58%
20150.99%2.72%-2.30%1.48%-2.07%-6.34%-1.68%-4.00%-1.23%4.18%-3.68%0.87%-11.00%
20144.41%6.08%0.63%-0.64%0.00%3.98%-5.77%2.42%-5.30%3.19%-2.70%-2.37%3.16%
20130.58%6.08%-5.02%-0.04%-5.48%-4.50%3.22%-4.05%-2.02%2.22%-3.37%2.16%-10.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of JHI is 89, placing it in the top 11% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of JHI is 8989
JHI (John Hancock Investors Trust)
The Sharpe Ratio Rank of JHI is 9595Sharpe Ratio Rank
The Sortino Ratio Rank of JHI is 9595Sortino Ratio Rank
The Omega Ratio Rank of JHI is 9595Omega Ratio Rank
The Calmar Ratio Rank of JHI is 6969Calmar Ratio Rank
The Martin Ratio Rank of JHI is 9090Martin 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 Investors Trust (JHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


JHI
Sharpe ratio
The chart of Sharpe ratio for JHI, currently valued at 2.27, compared to the broader market-4.00-2.000.002.002.27
Sortino ratio
The chart of Sortino ratio for JHI, currently valued at 3.50, compared to the broader market-6.00-4.00-2.000.002.004.003.50
Omega ratio
The chart of Omega ratio for JHI, currently valued at 1.48, compared to the broader market0.501.001.502.001.48
Calmar ratio
The chart of Calmar ratio for JHI, currently valued at 0.58, compared to the broader market0.001.002.003.004.005.000.58
Martin ratio
The chart of Martin ratio for JHI, currently valued at 9.52, compared to the broader market-5.000.005.0010.0015.0020.0025.009.52
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.23, compared to the broader market-4.00-2.000.002.002.23
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.00, compared to the broader market-6.00-4.00-2.000.002.004.003.00
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.40, compared to the broader market0.501.001.502.001.40
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.02, compared to the broader market0.001.002.003.004.005.002.02
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 13.08, compared to the broader market-5.000.005.0010.0015.0020.0025.0013.08

Sharpe Ratio

The current John Hancock Investors Trust Sharpe ratio is 2.27. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of John Hancock Investors Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AprilMayJuneJulyAugustSeptember
2.27
2.23
JHI (John Hancock Investors Trust)
Benchmark (^GSPC)

Dividends

Dividend History

John Hancock Investors Trust granted a 7.28% dividend yield in the last twelve months. The annual payout for that period amounted to $1.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.00$0.88$1.18$1.47$1.37$1.21$1.20$1.33$1.35$1.45$1.60$1.66

Dividend yield

7.28%6.81%9.45%7.57%7.95%6.81%8.52%7.59%8.12%10.08%9.05%8.94%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.31$0.74
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
2020$0.00$0.00$0.30$0.00$0.00$0.38$0.00$0.00$0.35$0.00$0.00$0.35$1.37
2019$0.00$0.00$0.25$0.00$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.33$1.21
2018$0.00$0.00$0.30$0.00$0.00$0.31$0.00$0.00$0.27$0.00$0.00$0.32$1.20
2017$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.36$1.33
2016$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.33$1.35
2015$0.00$0.00$0.37$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.37$1.45
2014$0.00$0.00$0.37$0.00$0.00$0.42$0.00$0.00$0.40$0.00$0.00$0.41$1.60
2013$0.42$0.00$0.00$0.41$0.00$0.00$0.38$0.00$0.00$0.45$1.66

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%7.3%
John Hancock Investors Trust has a dividend yield of 7.28%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%61.8%
John Hancock Investors Trust has a payout ratio of 61.79%, which is quite average when compared to the overall market. This suggests that John Hancock Investors Trust strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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%AprilMayJuneJulyAugustSeptember
-12.48%
0
JHI (John Hancock Investors Trust)
Benchmark (^GSPC)

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 12.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.01%Feb 21, 202019Mar 18, 2020185Dec 9, 2020204
-35.85%Jun 11, 2008116Nov 21, 2008167Jul 24, 2009283
-34.71%Jan 3, 2022202Oct 20, 2022
-29.41%Apr 9, 2013702Jan 20, 2016279Feb 28, 2017981
-27.65%Jan 15, 1987193Oct 19, 198771Jan 29, 1988264

Volatility

Volatility Chart

The current John Hancock Investors Trust volatility is 1.51%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%AprilMayJuneJulyAugustSeptember
1.51%
4.31%
JHI (John Hancock Investors Trust)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of John Hancock Investors Trust compared to its peers in the Asset Management industry.


PE Ratio
50.0100.0150.0200.0250.0300.09.6
The chart displays the price to earnings (P/E) ratio for JHI in comparison to other companies of the Asset Management industry. Currently, JHI has a PE value of 9.6. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for JHI in comparison to other companies of the Asset Management industry. Currently, JHI has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for John Hancock Investors Trust.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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

Values in undefined except per share items