- ISIN
- US47805T4435
- CUSIP
- 47805T443
- Issuer
- John Hancock
- Inception Date
- Oct 28, 2005
- Category
- Small Cap Growth Equities
- Min. Investment
- $250,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
JSJIX Performance Chart
John Hancock Funds Small Cap Growth Fund (JSJIX) is up 15.5% since the beginning of the year. JSJIX is currently trading at $18 per share. Investors who bought $1,000 worth of JSJIX shares 5 years ago would now be looking at an investment worth $1,148.
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Returns By Period
John Hancock Funds Small Cap Growth Fund (JSJIX) has returned 15.49% so far this year and 24.75% over the past 12 months.
John Hancock Funds Small Cap Growth Fund
- 1D
- -0.90%
- 1M
- 0.80%
- YTD
- 15.49%
- 6M
- 12.02%
- 1Y
- 24.75%
- 3Y*
- 17.22%
- 5Y*
- 2.79%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
JSJIX Monthly Returns History
Based on dividend-adjusted daily data since Apr 26, 2018, JSJIX's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +14.3%, while the worst month was Jan 2022 at -15.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, JSJIX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -12.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.88% | 0.25% | -5.54% | 14.28% | 1.71% | -0.90% | 15.49% | ||||||
| 2025 | 2.64% | -7.84% | -6.60% | 0.07% | 4.82% | 5.57% | 1.29% | 2.36% | 3.37% | 3.78% | -1.99% | -4.32% | 2.06% |
| 2024 | 2.03% | 11.17% | 3.39% | -5.88% | 5.72% | 2.61% | 5.46% | 2.01% | 1.01% | -3.18% | 10.20% | -6.02% | 30.50% |
| 2023 | 6.24% | -0.73% | -1.24% | -3.18% | -3.74% | 9.13% | 4.29% | -3.42% | -5.70% | -8.73% | 8.05% | 6.91% | 6.09% |
| 2022 | -15.60% | -0.06% | -2.71% | -12.02% | -2.49% | -7.45% | 10.96% | -4.64% | -6.84% | 9.23% | -0.42% | -9.74% | -36.93% |
| 2021 | 3.13% | 6.62% | -0.76% | 5.57% | -3.25% | 4.82% | 0.53% | 2.93% | -2.59% | 6.03% | -2.33% | 1.60% | 23.89% |
Benchmark Metrics
John Hancock Funds Small Cap Growth Fund has an annualized alpha of -5.62%, beta of 1.12, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since April 27, 2018.
- This fund participated in 117.12% of S&P 500 Index downside but only 95.72% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -5.62% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.12 and R2 of 0.74, 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
- -5.62%
- Beta
- 1.12
- R²
- 0.74
- Upside Capture
- 95.72%
- Downside Capture
- 117.12%
Expense Ratio
JSJIX has a high expense ratio of 1.03%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
JSJIX ranks 24 for risk / return — below 24% 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 Small Cap Growth Fund (JSJIX) and compare them to S&P 500 Index.
| JSJIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 2.39 | -1.18 |
Sortino ratioReturn per unit of downside risk | 1.73 | 3.25 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.43 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 3.11 | -0.93 |
Martin ratioReturn relative to average drawdown | 7.49 | 14.38 | -6.89 |
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 Small Cap Growth Fund provided a 9.63% dividend yield over the last twelve months, with an annual payout of $1.70 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.70 | $1.70 | $1.27 | $0.00 | $0.00 | $7.01 | $0.84 | $0.00 | $0.54 |
Dividend yield | 9.63% | 11.13% | 7.62% | 0.00% | 0.00% | 34.08% | 3.69% | 0.00% | 3.76% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Small Cap 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 | $1.70 | $1.70 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.01 | $7.01 |
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 Small Cap 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 Small Cap Growth Fund was 46.12%, occurring on Oct 27, 2023. Recovery took 637 trading sessions.
The current John Hancock Funds Small Cap Growth Fund drawdown is 3.97%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -46.12%Oct 2023 | 1y 11mo | 2y 6mo | 4y 6moNov 2021 - May 2026 |
COVID crash2020 | -34.64%Mar 2020 | 1y 6mo | 4mo 2d | 1y 10moSep 2018 - Jul 2020 |
2021 correction2021 | -10.70%May 2021 | 15d | 1mo 14d | 1mo 29dApr 2021 - Jun 2021 |
2020 pullback2020 | -9.00%Sep 2020 | 21d | 15d | 1mo 6dSep 2020 - Oct 2020 |
2021 pullback2021 | -8.93%Mar 2021 | 22d | 1mo 20d | 2mo 12dFeb 2021 - Apr 2021 |
Drawdown Indicators
| JSJIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -56.78% | +10.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -9.10% | -3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -26.27% | -18.90% | -7.37% |
Max Drawdown (5Y)Largest decline over 5 years | -46.12% | -25.43% | -20.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -3.97% | 0.00% | -3.97% |
Average DrawdownAverage peak-to-trough decline | -18.06% | -10.72% | -7.34% |
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.
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