John Hancock Investors Trust (JHI)

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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.

John Hancock Investors Trust (JHI) has returned -3.69% so far this year and 4.09% over the past 12 months. Over the last ten years, JHI has returned 6.16% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 1, 1985, JHI's average daily return is +0.02%, while the average monthly return is +0.43%. At this rate, your investment would double in approximately 13.5 years.

Historically, 58% of months were positive and 42% 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 10 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%.

John Hancock Investors Trust has an annualized alpha of 3.37%, beta of 0.24, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since July 02, 1985.

• This stock participated in 38.12% of S&P 500 Index downside but only 34.33% 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.

JHI ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for John Hancock Investors Trust (JHI) and compare them to a chosen benchmark (S&P 500 Index).

John Hancock Investors Trust provided a 9.63% 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.

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.

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.

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 6.34%.

The chart below shows the rolling one-month volatility.

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.

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.