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John Hancock Funds III U.S. Growth Fund (JSGIX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US47803U3766
Inception Date
Dec 19, 2011
Min. Investment
$250,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

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 Funds III U.S. 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.


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S&P 500 Index

Returns By Period

John Hancock Funds III U.S. Growth Fund (JSGIX) has returned -13.25% so far this year and 13.40% over the past 12 months. Looking at the last ten years, JSGIX has achieved an annualized return of 15.21%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


John Hancock Funds III U.S. Growth Fund

1D
-0.53%
1M
-8.89%
YTD
-13.25%
6M
-10.76%
1Y
13.40%
3Y*
20.79%
5Y*
11.52%
10Y*
15.21%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 20, 2011, JSGIX's average daily return is +0.06%, while the average monthly return is +1.28%. At this rate, your investment would double in approximately 4.5 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Apr 2022 at -9.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JSGIX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.50%-4.30%-8.89%-13.25%
20253.29%-3.26%-7.83%0.91%8.19%7.13%3.60%0.95%3.90%3.19%-0.18%-0.13%20.39%
20244.33%7.66%2.36%-4.88%5.25%5.79%-1.27%1.73%1.70%0.04%5.47%0.88%32.38%
20236.45%-2.42%5.36%1.93%4.84%6.12%3.64%-0.41%-4.26%-1.20%10.31%4.35%39.48%
2022-8.21%-4.56%3.23%-9.89%-1.43%-7.62%10.07%-3.75%-8.97%7.90%1.81%-6.65%-26.61%
2021-1.79%2.34%0.62%6.36%-2.13%4.84%3.71%3.54%-5.81%7.37%0.73%2.08%23.21%

Benchmark Metrics

John Hancock Funds III U.S. Growth Fund has an annualized alpha of 2.02%, beta of 1.09, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since December 21, 2011.

  • This fund captured 110.46% of S&P 500 Index gains but only 97.07% of its losses — a favorable profile for investors.
  • This fund generated an annualized alpha of 2.02% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • With beta of 1.09 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.02%
Beta
1.09
0.89
Upside Capture
110.46%
Downside Capture
97.07%

Expense Ratio

JSGIX has an expense ratio of 0.71%, placing it in the medium range.


Return for Risk

Risk / Return Rank

JSGIX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


JSGIX Risk / Return Rank: 2626
Overall Rank
JSGIX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
JSGIX Sortino Ratio Rank: 2727
Sortino Ratio Rank
JSGIX Omega Ratio Rank: 2626
Omega Ratio Rank
JSGIX Calmar Ratio Rank: 2424
Calmar Ratio Rank
JSGIX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for John Hancock Funds III U.S. Growth Fund (JSGIX) and compare them to a chosen benchmark (S&P 500 Index).


JSGIXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.64

0.90

-0.26

Sortino ratio

Return per unit of downside risk

1.05

1.39

-0.33

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratio

Return relative to maximum drawdown

0.74

1.40

-0.66

Martin ratio

Return relative to average drawdown

2.97

6.61

-3.64

Explore JSGIX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

John Hancock Funds III U.S. Growth Fund provided a 10.54% dividend yield over the last twelve months, with an annual payout of $2.76 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.76$2.76$2.63$1.14$1.92$3.62$0.63$0.02$3.96$2.63$0.64$0.96

Dividend yield

10.54%9.15%9.61%5.02%11.25%14.04%2.63%0.13%28.16%14.98%4.13%6.12%

Monthly Dividends

The table displays the monthly dividend distributions for John Hancock Funds III U.S. Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.76$2.76
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.63$2.63
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.14$1.14
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.92$1.92
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.62$3.62

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the John Hancock Funds III U.S. 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 III U.S. Growth Fund was 31.80%, occurring on Mar 23, 2020. Recovery took 64 trading sessions.

The current John Hancock Funds III U.S. Growth Fund drawdown is 14.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.8%Feb 20, 202023Mar 23, 202064Jun 23, 202087
-30.01%Nov 22, 2021143Jun 16, 2022378Dec 18, 2023521
-24.31%Dec 23, 202472Apr 8, 202563Jul 10, 2025135
-21.16%Aug 30, 201880Dec 24, 201870Apr 5, 2019150
-14.72%Jul 21, 2015140Feb 8, 2016119Jul 28, 2016259

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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