John Hancock ESG Large Cap Core Fund (JHJIX)
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies or sectors that meet the manager's sustainability criteria. The fund's managers consider large-capitalization companies to be those companies in the capitalization range of the S&P 500 Index. Equity securities include common and preferred stocks and their equivalents.
Fund Info
| ISIN | US47803N7865 |
|---|---|
| CUSIP | 47803N786 |
| Issuer | John Hancock |
| Inception Date | Jun 6, 2016 |
| Category | Large Cap Blend Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JHJIX has a high expense ratio of 1.05%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock ESG Large Cap Core 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 ESG Large Cap Core Fund had a return of 17.44% year-to-date (YTD) and 27.28% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.44% | 18.13% |
| 1 month | 1.38% | 1.45% |
| 6 months | 7.51% | 8.81% |
| 1 year | 27.28% | 26.52% |
| 5 years (annualized) | 13.49% | 13.43% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of JHJIX, 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 | 2.53% | 4.98% | 2.35% | -3.57% | 5.21% | 3.02% | 0.08% | 2.93% | 17.44% | ||||
| 2023 | 6.05% | -2.35% | 3.11% | 1.27% | -1.15% | 5.77% | 2.10% | -1.32% | -4.87% | -1.15% | 9.19% | 3.93% | 21.56% |
| 2022 | -6.14% | -3.61% | 1.95% | -7.58% | -1.48% | -7.15% | 8.85% | -3.77% | -9.34% | 8.29% | 6.25% | -5.69% | -19.65% |
| 2021 | -1.19% | 3.40% | 3.79% | 5.69% | 1.07% | 2.51% | 3.53% | 3.08% | -4.78% | 8.05% | -1.65% | 3.77% | 30.09% |
| 2020 | -0.99% | -8.31% | -12.90% | 12.65% | 6.28% | 2.09% | 5.85% | 6.88% | -3.31% | -2.49% | 10.98% | 3.55% | 18.47% |
| 2019 | 7.46% | 3.15% | 2.37% | 3.73% | -5.33% | 6.62% | 1.78% | -0.63% | 1.55% | 0.76% | 3.38% | 2.82% | 30.70% |
| 2018 | 4.88% | -3.71% | -1.07% | 1.57% | 2.04% | 0.48% | 4.14% | 3.59% | 0.29% | -5.73% | 2.50% | -8.11% | -0.05% |
| 2017 | 1.05% | 3.20% | -0.82% | 1.47% | 1.45% | 0.98% | 1.77% | -0.70% | 2.02% | 1.72% | 2.87% | 0.44% | 16.51% |
| 2016 | -2.90% | 4.73% | 1.47% | 0.39% | -2.41% | 3.56% | 1.07% | 5.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JHJIX is 77, placing it in the top 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock ESG Large Cap Core Fund (JHJIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock ESG Large Cap Core Fund granted a 0.64% dividend yield in the last twelve months. The annual payout for that period amounted to $0.16 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.16 | $0.16 | $0.13 | $0.70 | $0.42 | $0.22 | $0.29 | $0.15 | $0.09 |
Dividend yield | 0.64% | 0.75% | 0.72% | 3.14% | 2.39% | 1.44% | 2.44% | 1.26% | 0.88% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock ESG Large Cap Core 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 | $0.16 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2016 | $0.09 | $0.09 |
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 ESG Large Cap Core 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 ESG Large Cap Core Fund was 33.92%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current John Hancock ESG Large Cap Core Fund drawdown is 0.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.92% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -26.26% | Dec 30, 2021 | 200 | Oct 14, 2022 | 320 | Jan 25, 2024 | 520 |
| -17.41% | Sep 24, 2018 | 64 | Dec 24, 2018 | 59 | Mar 21, 2019 | 123 |
| -9.54% | Jan 29, 2018 | 9 | Feb 8, 2018 | 104 | Jul 10, 2018 | 113 |
| -9% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Volatility
Volatility Chart
The current John Hancock ESG Large Cap Core Fund volatility is 3.69%, 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.