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

Fund Info

ISIN

US47803U3766

Inception Date

Dec 19, 2011

Min. Investment

$250,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

JSGIX has an expense ratio of 0.71%, placing it in 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:
JSGIX vs. FSPGX
Popular comparisons:

Performance

Performance Chart


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S&P 500

Returns By Period

John Hancock Funds III U.S. Growth Fund (JSGIX) returned 0.26% year-to-date (YTD) and 13.86% over the past 12 months. Over the past 10 years, JSGIX delivered an annualized return of 13.08%, outperforming the S&P 500 benchmark at 10.85%.


JSGIX

YTD

0.26%

1M

7.83%

6M

1.89%

1Y

13.86%

3Y*

18.88%

5Y*

15.72%

10Y*

13.08%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.29%-3.26%-7.83%0.91%7.87%0.26%
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%1.80%-6.65%-26.61%
2021-1.80%2.34%0.62%6.36%-2.13%4.84%3.71%3.54%-5.81%7.37%0.73%2.08%23.21%
20203.64%-7.49%-9.80%14.41%5.87%4.23%5.27%8.87%-5.15%-3.91%9.58%3.90%29.85%
20199.17%3.71%2.70%4.83%-4.31%5.30%2.14%-0.34%-1.25%1.73%4.02%3.18%34.79%
20189.13%-2.88%-2.80%0.28%5.08%0.11%2.31%5.18%-0.32%-9.14%2.40%-8.02%-0.24%
20173.40%3.72%1.55%2.89%2.29%0.17%2.90%2.44%0.85%3.42%1.73%-12.14%12.82%
2016-5.89%-1.36%6.28%-0.65%2.55%-1.46%4.53%-0.56%0.50%-1.73%1.07%1.09%3.88%
2015-0.88%5.91%-0.78%-0.48%0.97%-1.14%2.74%-7.05%-2.04%9.51%0.12%-1.57%4.45%
2014-2.06%6.32%-3.47%-1.93%3.14%1.97%-0.93%3.64%-1.27%4.23%2.65%-1.37%10.91%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JSGIX is 50, 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 JSGIX is 5050
Overall Rank
The Sharpe Ratio Rank of JSGIX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of JSGIX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of JSGIX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of JSGIX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of JSGIX is 4949
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 Funds III U.S. Growth Fund (JSGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

John Hancock Funds III U.S. Growth Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.55
  • 5-Year: 0.74
  • 10-Year: 0.62
  • All Time: 0.76

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of John Hancock Funds III U.S. Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

John Hancock Funds III U.S. Growth Fund provided a 9.58% dividend yield over the last twelve months, with an annual payout of $2.63 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.63$2.63$1.14$1.92$3.63$0.63$0.03$3.96$2.63$0.64$0.96$1.29

Dividend yield

9.58%9.61%5.01%11.24%14.04%2.63%0.13%28.16%14.98%4.13%6.11%8.13%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
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$3.63$3.63
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.63$0.63
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.89$0.00$0.00$0.07$3.96
2017$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
2016$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
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.96$0.96
2014$1.29$1.29

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 4.76%.


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
-21.79%Jan 24, 202552Apr 8, 2025
-21.16%Aug 30, 201880Dec 24, 201870Apr 5, 2019150
-14.72%Jul 21, 2015140Feb 8, 2016119Jul 28, 2016259
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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