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John Hancock Opportunistic Fixed Income Fund (JIGD...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US47803V7477

Issuer

John Hancock

Inception Date

Oct 13, 2005

Category

Global Bonds

Min. Investment

$0

Asset Class

Bond

Expense Ratio

JIGDX features an expense ratio of 0.85%, falling within the medium range.


Expense ratio chart for JIGDX: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in John Hancock Opportunistic Fixed Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
-1.23%
9.31%
JIGDX (John Hancock Opportunistic Fixed Income Fund)
Benchmark (^GSPC)

Returns By Period

John Hancock Opportunistic Fixed Income Fund had a return of 1.44% year-to-date (YTD) and 3.52% in the last 12 months. Over the past 10 years, John Hancock Opportunistic Fixed Income Fund had an annualized return of 2.08%, while the S&P 500 had an annualized return of 11.31%, indicating that John Hancock Opportunistic Fixed Income Fund did not perform as well as the benchmark.


JIGDX

YTD

1.44%

1M

1.44%

6M

-1.23%

1Y

3.52%

5Y*

1.40%

10Y*

2.08%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.93%1.44%
2024-0.17%-1.25%0.58%-2.70%1.91%0.39%2.38%1.58%1.41%-2.52%0.42%-1.43%0.43%
20233.86%-3.02%3.56%0.60%-1.37%0.35%0.95%-0.86%-2.33%-1.06%4.29%3.23%8.15%
2022-1.74%-3.63%-2.62%-3.07%0.60%-4.74%4.13%-1.55%-4.14%0.84%5.00%0.03%-10.85%
2021-0.07%-1.54%-1.12%0.91%0.97%0.30%0.96%0.07%-1.54%-0.89%-0.45%0.55%-1.89%
20201.17%1.93%-5.98%3.94%3.25%1.12%2.59%1.01%-0.64%-0.29%1.88%1.44%11.65%
20191.85%-0.39%1.11%0.16%1.49%1.31%-0.53%1.53%-0.98%0.84%-0.75%1.00%6.77%
20181.64%-0.92%1.16%-1.53%-0.62%-0.47%0.00%-0.08%-0.63%-1.42%-0.24%1.45%-1.71%
20171.18%0.50%0.58%0.99%1.47%0.24%2.17%1.18%-0.86%-0.39%0.95%0.23%8.54%
20161.02%2.36%2.71%1.68%-1.50%3.51%1.47%-0.46%0.69%-2.96%-4.61%-0.56%3.08%
20150.98%-1.06%-0.90%0.50%-2.39%-0.59%0.68%0.17%0.25%0.08%-1.43%0.28%-3.42%
20141.17%1.65%-0.08%1.22%0.48%1.12%-0.79%0.64%-3.01%-0.16%-0.16%-0.16%1.84%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JIGDX is 32, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JIGDX is 3232
Overall Rank
The Sharpe Ratio Rank of JIGDX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of JIGDX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of JIGDX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of JIGDX is 2929
Calmar Ratio Rank
The Martin Ratio Rank of JIGDX is 2424
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 Opportunistic Fixed Income Fund (JIGDX) 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 JIGDX, currently valued at 0.80, compared to the broader market-1.000.001.002.003.004.000.801.74
The chart of Sortino ratio for JIGDX, currently valued at 1.17, compared to the broader market0.002.004.006.008.0010.0012.001.172.35
The chart of Omega ratio for JIGDX, currently valued at 1.14, compared to the broader market1.002.003.004.001.141.32
The chart of Calmar ratio for JIGDX, currently valued at 0.38, compared to the broader market0.005.0010.0015.0020.000.382.61
The chart of Martin ratio for JIGDX, currently valued at 1.74, compared to the broader market0.0020.0040.0060.0080.001.7410.66
JIGDX
^GSPC

The current John Hancock Opportunistic Fixed Income Fund Sharpe ratio is 0.80. 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 Opportunistic Fixed Income Fund 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 Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.80
1.74
JIGDX (John Hancock Opportunistic Fixed Income Fund)
Benchmark (^GSPC)

Dividends

Dividend History

John Hancock Opportunistic Fixed Income Fund provided a 2.29% dividend yield over the last twelve months, with an annual payout of $0.27 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.802015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.27$0.27$0.05$0.61$0.16$0.70$0.46$0.17$0.00$0.31$0.00

Dividend yield

2.29%2.33%0.39%5.51%1.24%5.15%3.58%1.36%0.00%2.62%0.03%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.10$0.00$0.00$0.10$0.27
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2022$0.00$0.00$0.09$0.00$0.00$0.07$0.00$0.00$0.24$0.00$0.00$0.21$0.61
2021$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
2020$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
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46$0.46
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2017$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
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
2015$0.00$0.00

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.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.05%
0
JIGDX (John Hancock Opportunistic Fixed Income Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the John Hancock Opportunistic Fixed Income 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 Opportunistic Fixed Income Fund was 28.25%, occurring on Mar 10, 2009. Recovery took 392 trading sessions.

The current John Hancock Opportunistic Fixed Income Fund drawdown is 4.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.25%Mar 18, 2008246Mar 10, 2009392Sep 28, 2010638
-19.24%Sep 2, 2021286Oct 20, 2022
-11.34%Mar 6, 202010Mar 19, 202049May 29, 202059
-9.65%Aug 19, 201683Dec 15, 2016182Sep 7, 2017265
-9.45%Jan 26, 200796Jun 13, 2007100Nov 5, 2007196

Volatility

Volatility Chart

The current John Hancock Opportunistic Fixed Income Fund volatility is 1.15%, 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%SeptemberOctoberNovemberDecember2025February
1.15%
3.07%
JIGDX (John Hancock Opportunistic Fixed Income Fund)
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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