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John Hancock Global Thematic Opportunities Fund (J...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US47805W3051

CUSIP

47805W305

Inception Date

Dec 13, 2018

Min. Investment

$250,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

JTKIX has a high expense ratio of 0.94%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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S&P 500

Returns By Period


JTKIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^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 JTKIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.73%-1.96%-2.36%0.00%1.22%
20240.46%5.76%2.54%-3.90%4.35%1.41%0.63%1.59%0.68%-3.93%2.75%-3.49%8.66%
20237.89%-3.44%3.19%-0.53%-0.53%5.72%2.71%-2.31%-5.90%-2.51%11.02%7.83%23.92%
2022-7.96%-5.91%-0.56%-9.40%1.43%-7.85%8.23%-6.90%-9.21%4.50%9.41%-3.41%-26.33%
20210.15%2.27%3.37%4.44%0.66%1.52%0.71%1.29%-6.37%3.87%-1.51%5.00%15.94%
2020-1.38%-6.43%-13.48%9.16%7.74%2.42%6.00%4.23%-1.22%-2.48%10.25%4.20%17.59%
20197.58%3.14%1.48%3.91%-6.39%8.89%-0.60%-2.33%2.03%4.68%2.57%3.41%31.16%
2018-2.40%-2.40%
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 JTKIX is 1, meaning it’s performing worse than 99% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JTKIX is 11
Overall Rank
The Sharpe Ratio Rank of JTKIX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of JTKIX is 11
Sortino Ratio Rank
The Omega Ratio Rank of JTKIX is 11
Omega Ratio Rank
The Calmar Ratio Rank of JTKIX is 00
Calmar Ratio Rank
The Martin Ratio Rank of JTKIX is 11
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 Global Thematic Opportunities Fund (JTKIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There isn't enough data available to calculate the Sharpe ratio for John Hancock Global Thematic Opportunities Fund. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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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 Global Thematic Opportunities Fund provided a 131.86% dividend yield over the last twelve months, with an annual payout of $14.20 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.50201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$14.20$3.43$0.08$0.04$1.43$0.82$0.49

Dividend yield

131.86%32.22%0.65%0.36%10.01%6.04%3.99%

Monthly Dividends

The table displays the monthly dividend distributions for John Hancock Global Thematic Opportunities 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$10.77$0.00$10.77
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.43$3.43
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.43$1.43
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82$0.82
2019$0.49$0.49

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 Global Thematic Opportunities 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 Global Thematic Opportunities Fund was 34.43%, occurring on Oct 14, 2022. Recovery took 359 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.43%Nov 17, 2021229Oct 14, 2022359Mar 21, 2024588
-33.02%Feb 18, 202025Mar 23, 202094Aug 5, 2020119
-8.62%Jul 17, 202414Aug 5, 202437Sep 26, 202451
-8.01%Sep 3, 202121Oct 4, 202131Nov 16, 202152
-7.72%Feb 16, 202113Mar 4, 202121Apr 5, 202134
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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