John Hancock Funds II Blue Chip Growth Fund (JIBCX)
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. Combined investments in convertible securities, preferred stocks, and debt securities are limited to 25% of total assets. It may invest in debt securities of any type without regard to quality or rating, including those rated below investment-grade (junk bonds) (up to 5% of total assets).
Fund Info
| ISIN | US47803V8046 |
|---|---|
| Issuer | John Hancock |
| Inception Date | Oct 14, 2005 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
JIBCX features an expense ratio of 0.81%, falling within the medium range.
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: JIBCX vs. ARKK, JIBCX vs. DGRO, JIBCX vs. AGTHX, JIBCX vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock Funds II Blue Chip Growth 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 Funds II Blue Chip Growth Fund had a return of 25.05% year-to-date (YTD) and 37.14% in the last 12 months. Over the past 10 years, John Hancock Funds II Blue Chip Growth Fund had an annualized return of 12.96%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.05% | 18.13% |
| 1 month | 0.39% | 1.45% |
| 6 months | 10.14% | 8.81% |
| 1 year | 37.14% | 26.52% |
| 5 years (annualized) | 14.05% | 13.43% |
| 10 years (annualized) | 12.96% | 10.88% |
Monthly Returns
The table below presents the monthly returns of JIBCX, 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 | 3.57% | 7.87% | 2.11% | -3.83% | 6.82% | 6.65% | -2.25% | 2.30% | 25.05% | ||||
| 2023 | 9.55% | -1.86% | 8.32% | 2.27% | 6.77% | 6.20% | 3.31% | -0.81% | -5.25% | -0.63% | 10.93% | 3.41% | 49.47% |
| 2022 | -10.50% | -4.79% | 3.48% | -15.06% | -3.41% | -8.44% | 12.64% | -5.50% | -10.48% | 2.38% | 4.06% | -7.98% | -38.12% |
| 2021 | -1.36% | 1.92% | -0.07% | 7.50% | -1.62% | 5.76% | 2.42% | 3.74% | -5.65% | 5.75% | -1.77% | -0.12% | 16.88% |
| 2020 | 2.45% | -6.10% | -9.73% | 14.97% | 6.79% | 4.04% | 7.72% | 9.29% | -4.82% | -2.45% | 8.12% | 2.42% | 34.25% |
| 2019 | 11.09% | 2.84% | 1.61% | 3.96% | -5.84% | 6.26% | 1.43% | -1.74% | -1.36% | 1.90% | 4.96% | 2.18% | 29.71% |
| 2018 | 10.69% | -1.47% | -3.06% | 1.75% | 3.39% | 0.45% | 2.10% | 3.85% | 0.30% | -9.18% | 3.12% | -8.58% | 1.72% |
| 2017 | 4.83% | 3.74% | 1.43% | 3.73% | 3.54% | 0.57% | 4.49% | 1.33% | 0.98% | 4.63% | 2.21% | 0.01% | 36.25% |
| 2016 | -8.73% | -1.75% | 5.35% | -0.13% | 2.57% | -2.64% | 5.84% | 0.06% | 1.48% | -1.12% | 0.71% | -0.03% | 0.80% |
| 2015 | 0.09% | 6.36% | -0.51% | -0.43% | 1.69% | -0.76% | 4.93% | -6.11% | -3.57% | 9.88% | 0.46% | -0.41% | 11.16% |
| 2014 | -2.28% | 5.98% | -4.52% | -2.01% | 4.44% | 1.76% | 0.03% | 3.57% | -1.86% | 3.23% | 2.33% | -11.15% | -1.75% |
| 2013 | 4.42% | 1.06% | 2.44% | 1.33% | 3.85% | -1.55% | 6.58% | -1.44% | 6.51% | 5.59% | 3.34% | 1.22% | 38.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JIBCX is 69, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Funds II Blue Chip Growth Fund granted a 2.58% dividend yield in the last twelve months. The annual payout for that period amounted to $1.54 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.54 | $1.54 | $1.83 | $9.22 | $2.64 | $0.64 | $2.64 | $5.85 | $1.97 | $4.29 | $0.00 | $0.08 |
Dividend yield | 2.58% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.39% | 13.20% | 0.00% | 0.23% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds II Blue Chip Growth 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 | $1.54 | $1.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.83 | $1.83 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.22 | $9.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.64 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.85 | $5.85 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.97 | $1.97 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.29 | $4.29 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2013 | $0.08 | $0.08 |
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 Funds II Blue Chip Growth 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 Funds II Blue Chip Growth Fund was 54.53%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current John Hancock Funds II Blue Chip Growth Fund drawdown is 4.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.53% | Oct 15, 2007 | 279 | Nov 20, 2008 | 660 | Jul 7, 2011 | 939 |
| -42.74% | Nov 22, 2021 | 244 | Nov 9, 2022 | 334 | Mar 12, 2024 | 578 |
| -30.77% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
| -20.88% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
| -19.18% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
Volatility
Volatility Chart
The current John Hancock Funds II Blue Chip Growth Fund volatility is 5.71%, 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.