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John Hancock Preferred Income ETF (JHPI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US47804J7761

Issuer

John Hancock

Inception Date

Dec 14, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Value

Expense Ratio

JHPI features an expense ratio of 0.54%, falling within the medium range.


Expense ratio chart for JHPI: current value at 0.54% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.54%

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:
JHPI vs. FPFD JHPI vs. FHYSX JHPI vs. SCHD
Popular comparisons:
JHPI vs. FPFD JHPI vs. FHYSX JHPI vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in John Hancock Preferred Income ETF, 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%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
8.28%
25.92%
JHPI (John Hancock Preferred Income ETF)
Benchmark (^GSPC)

Returns By Period

John Hancock Preferred Income ETF had a return of 10.91% year-to-date (YTD) and 11.33% in the last 12 months.


JHPI

YTD

10.91%

1M

-0.26%

6M

5.25%

1Y

11.33%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.94%0.80%1.79%-1.86%2.44%0.54%0.78%2.13%2.80%-0.56%0.82%10.91%
20237.25%-2.08%-5.95%1.14%-0.58%0.57%1.90%-0.15%-1.22%-3.16%6.33%3.77%7.26%
2022-2.03%-1.62%1.29%-4.54%1.63%-3.98%4.66%-1.18%-3.94%-1.26%2.67%-1.23%-9.54%
20210.62%0.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 93, JHPI is among the top 7% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JHPI is 9393
Overall Rank
The Sharpe Ratio Rank of JHPI is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of JHPI is 9696
Sortino Ratio Rank
The Omega Ratio Rank of JHPI is 9393
Omega Ratio Rank
The Calmar Ratio Rank of JHPI is 8787
Calmar Ratio Rank
The Martin Ratio Rank of JHPI is 9494
Martin 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 Preferred Income ETF (JHPI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for JHPI, currently valued at 2.75, compared to the broader market0.002.004.002.752.10
The chart of Sortino ratio for JHPI, currently valued at 4.05, compared to the broader market-2.000.002.004.006.008.0010.004.052.80
The chart of Omega ratio for JHPI, currently valued at 1.52, compared to the broader market0.501.001.502.002.503.001.521.39
The chart of Calmar ratio for JHPI, currently valued at 3.42, compared to the broader market0.005.0010.0015.003.423.09
The chart of Martin ratio for JHPI, currently valued at 19.06, compared to the broader market0.0020.0040.0060.0080.00100.0019.0613.49
JHPI
^GSPC

The current John Hancock Preferred Income ETF Sharpe ratio is 2.75. 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 Preferred Income ETF 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 Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
2.75
2.10
JHPI (John Hancock Preferred Income ETF)
Benchmark (^GSPC)

Dividends

Dividend History

John Hancock Preferred Income ETF provided a 6.27% dividend yield over the last twelve months, with an annual payout of $1.43 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.40202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$1.43$1.40$1.36$0.06

Dividend yield

6.27%6.44%6.27%0.24%

Monthly Dividends

The table displays the monthly dividend distributions for John Hancock Preferred Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.02$0.08$0.12$0.15$0.07$0.13$0.14$0.09$0.18$0.10$0.10$0.00$1.18
2023$0.01$0.08$0.17$0.08$0.10$0.17$0.10$0.08$0.17$0.10$0.08$0.26$1.40
2022$0.03$0.08$0.17$0.09$0.08$0.14$0.07$0.09$0.16$0.09$0.11$0.24$1.36
2021$0.06$0.06

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.32%
-2.62%
JHPI (John Hancock Preferred Income ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the John Hancock Preferred Income ETF. 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 Preferred Income ETF was 13.45%, occurring on Mar 20, 2023. Recovery took 243 trading sessions.

The current John Hancock Preferred Income ETF drawdown is 1.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.45%Jan 4, 2022303Mar 20, 2023243Mar 7, 2024546
-2.51%Mar 28, 202413Apr 16, 202421May 15, 202434
-1.56%Nov 11, 202428Dec 19, 2024
-1.14%Oct 15, 202414Nov 1, 20245Nov 8, 202419
-1%Jul 18, 202413Aug 5, 20247Aug 14, 202420

Volatility

Volatility Chart

The current John Hancock Preferred Income ETF volatility is 1.16%, 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%JulyAugustSeptemberOctoberNovemberDecember
1.16%
3.79%
JHPI (John Hancock Preferred Income ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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