John Hancock Funds Small Cap Growth Fund (JSJIX)
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of small-cap companies. The adviser defines small-cap companies as those that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index. The fund may invest up to 10% of its total assets in foreign securities, including those in emerging markets, and may invest in initial public offerings (IPOs).
Fund Info
| ISIN | US47805T4435 |
|---|---|
| CUSIP | 47805T443 |
| Issuer | John Hancock |
| Inception Date | Oct 28, 2005 |
| Category | Small Cap Growth Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
JSJIX has a high expense ratio of 1.03%, indicating higher-than-average management fees.
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 Small Cap 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.
Returns By Period
John Hancock Funds Small Cap Growth Fund had a return of 26.58% year-to-date (YTD) and 41.82% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.58% | 19.77% |
| 1 month | -2.90% | -0.67% |
| 6 months | 9.76% | 10.27% |
| 1 year | 41.82% | 31.07% |
| 5 years (annualized) | 9.29% | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of JSJIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.03% | 11.17% | 3.39% | -5.88% | 5.72% | 2.61% | 5.46% | 2.01% | 1.01% | -3.18% | 26.58% | ||
| 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% |
| 2020 | 2.21% | -7.18% | -9.81% | 9.48% | 10.95% | 3.33% | 8.05% | 4.06% | -3.80% | 0.92% | 11.90% | 6.96% | 40.32% |
| 2019 | 11.10% | 4.81% | -0.71% | 3.42% | -6.96% | 7.48% | 0.99% | -4.25% | -6.18% | 2.75% | 2.74% | 1.57% | 16.30% |
| 2018 | -2.36% | 5.68% | 2.00% | -0.56% | 8.74% | -2.28% | -11.25% | 1.32% | -11.71% | -11.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JSJIX is 45, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds Small Cap Growth Fund (JSJIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Funds Small Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $7.01 | $0.84 | $0.00 | $0.54 |
Dividend yield | 0.00% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2019 | $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 |
| 2018 | $0.54 | $0.54 |
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.
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. The portfolio has not yet recovered.
The current John Hancock Funds Small Cap Growth Fund drawdown is 20.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.12% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -34.64% | Sep 5, 2018 | 388 | Mar 20, 2020 | 83 | Jul 20, 2020 | 471 |
| -10.7% | Apr 27, 2021 | 12 | May 12, 2021 | 31 | Jun 25, 2021 | 43 |
| -9% | Sep 3, 2020 | 15 | Sep 24, 2020 | 11 | Oct 9, 2020 | 26 |
| -8.93% | Feb 10, 2021 | 16 | Mar 4, 2021 | 35 | Apr 23, 2021 | 51 |
Volatility
Volatility Chart
The current John Hancock Funds Small Cap Growth Fund volatility is 4.08%, 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.