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ISIN
US4101421034
CUSIP
410142103
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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John Hancock Investors Trust

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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.37%0.80%-4.80%3.25%0.68%0.00%0.11%
20252.63%0.21%-1.88%-2.98%1.79%5.64%1.41%1.00%0.86%-1.51%1.60%0.22%9.07%
20241.31%0.23%1.95%0.45%1.43%0.61%1.80%1.26%4.91%0.57%0.57%-1.42%14.43%
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%

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
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.


JHI Risk / Return Rank: 6060
Overall Rank
JHI Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
JHI Sortino Ratio Rank: 5656
Sortino Ratio Rank
JHI Omega Ratio Rank: 5858
Omega Ratio Rank
JHI Calmar Ratio Rank: 6060
Calmar Ratio Rank
JHI Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


JHIBenchmarkDifference
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.


7.00%8.00%9.00%10.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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
26d8mo 26d
9mo 22dFeb 2020 - Dec 2020
2000 bear market2000
-35.97%Jan 2000
7y 4mo3y 4mo
10y 9moAug 1992 - May 2003
Financial crisis2007–2009
-35.85%Nov 2008
5mo 13d8mo 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 7d3y 11mo
4y 8moJan 1987 - Oct 1991

Drawdown Indicators


JHIBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-2.65%

-1.80%

-0.85%

Average Drawdown

Average peak-to-trough decline

-11.60%

-10.71%

-0.89%

Ulcer Index

Depth 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.


Annual
Quarterly

0.0

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

Values in undefined except per share items
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