- ISIN
- US47803U3766
- Issuer
- John Hancock
- Inception Date
- Dec 19, 2011
- Category
- Large Cap Growth Equities
- Min. Investment
- $250,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
JSGIX Performance Chart
John Hancock Funds III U.S. Growth Fund (JSGIX) is up 7.6% since the beginning of the year. JSGIX is currently trading at $32 per share. Investors who bought $1,000 worth of JSGIX shares 5 years ago would now be looking at an investment worth $2,073.
Loading charts...
Returns By Period
John Hancock Funds III U.S. Growth Fund (JSGIX) has returned 7.64% so far this year and 27.58% over the past 12 months. Looking at the last ten years, JSGIX has achieved an annualized return of 17.57%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.
John Hancock Funds III U.S. Growth Fund
- 1D
- -0.15%
- 1M
- 6.02%
- YTD
- 7.64%
- 6M
- 7.52%
- 1Y
- 27.58%
- 3Y*
- 25.91%
- 5Y*
- 15.70%
- 10Y*
- 17.57%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
JSGIX Monthly Returns History
Based on dividend-adjusted daily data since Dec 20, 2011, JSGIX's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.50% | -4.30% | -5.33% | 12.27% | 6.00% | 0.34% | 7.64% | ||||||
| 2025 | 3.29% | -3.26% | -7.83% | 0.91% | 8.19% | 7.13% | 3.60% | 0.95% | 3.90% | 3.19% | -0.18% | -0.13% | 20.39% |
| 2024 | 4.33% | 7.66% | 2.36% | -4.88% | 5.25% | 5.79% | -1.27% | 1.73% | 1.70% | 0.04% | 5.47% | 0.88% | 32.38% |
| 2023 | 6.45% | -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 2.10%, 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 110.85% of S&P 500 Index gains but only 96.62% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 2.10% 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
- 2.10%
- Beta
- 1.09
- R²
- 0.89
- Upside Capture
- 110.85%
- Downside Capture
- 96.62%
Expense Ratio
JSGIX has an expense ratio of 0.71%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JSGIX ranks 35 for risk / return — below 35% 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.
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 S&P 500 Index.
| JSGIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 2.24 | -0.40 |
Sortino ratioReturn per unit of downside risk | 2.50 | 3.07 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.41 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.93 | -0.99 |
Martin ratioReturn relative to average drawdown | 7.77 | 13.52 | -5.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
John Hancock Funds III U.S. Growth Fund provided a 8.50% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 8.50% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $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.
Loading charts...
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 0.15%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -31.80%Mar 2020 | 1mo 2d | 3mo 2d | 4mo 4dFeb 2020 - Jun 2020 |
Bear market2022 | -30.01%Jun 2022 | 6mo 26d | 1y 6mo | 2y 26dNov 2021 - Dec 2023 |
2025 selloff2025 | -24.31%Apr 2025 | 3mo 16d | 3mo 3d | 6mo 19dDec 2024 - Jul 2025 |
Rate-hike selloffLate 2018 | -21.16%Dec 2018 | 3mo 26d | 3mo 12d | 7mo 8dAug 2018 - Apr 2019 |
2016 correction2016 | -14.72%Feb 2016 | 6mo 22d | 5mo 21d | 1y 8dJul 2015 - Jul 2016 |
Drawdown Indicators
| JSGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -56.78% | +24.98% |
Max Drawdown (1Y)Largest decline over 1 year | -14.58% | -9.10% | -5.48% |
Max Drawdown (3Y)Largest decline over 3 years | -24.31% | -18.90% | -5.41% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | -25.43% | -4.58% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -33.92% | +2.12% |
Current DrawdownCurrent decline from peak | -0.15% | -0.74% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -10.72% | +5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 1.97% | +1.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with JSGIX
Add John Hancock Funds III U.S. Growth Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with JSGIX