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

Fund Info

ISIN

US47805W3051

CUSIP

47805W305

Issuer

John Hancock

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 higher-than-average management fees.


Expense ratio chart for JTKIX: current value at 0.94% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.94%

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in John Hancock Global Thematic Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-22.35%
9.51%
JTKIX (John Hancock Global Thematic Opportunities Fund)
Benchmark (^GSPC)

Returns By Period

John Hancock Global Thematic Opportunities Fund had a return of 6.39% year-to-date (YTD) and -16.88% in the last 12 months.


JTKIX

YTD

6.39%

1M

3.10%

6M

-22.35%

1Y

-16.88%

5Y*

-1.83%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*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%6.39%
20240.46%5.76%2.54%-3.90%4.35%1.41%0.63%1.59%0.68%-3.93%2.75%-27.02%-17.83%
20237.89%-3.44%3.19%-0.53%-0.53%5.72%2.71%-2.30%-5.90%-2.51%11.02%7.82%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%-3.40%-26.32%
20210.15%2.27%3.37%4.44%0.66%1.52%0.71%1.29%-6.37%3.87%-1.51%-4.76%5.16%
2020-1.38%-5.77%-14.09%9.17%7.74%2.42%6.00%4.23%-1.22%-2.48%10.25%-1.21%11.48%
20197.58%3.14%1.48%3.91%-6.39%8.89%-0.60%-2.33%2.04%4.68%2.57%0.04%26.90%
2018-2.40%-2.40%

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 00
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.


Sharpe ratio
The chart of Sharpe ratio for JTKIX, currently valued at -0.61, compared to the broader market-1.000.001.002.003.004.00-0.611.77
The chart of Sortino ratio for JTKIX, currently valued at -0.55, compared to the broader market0.002.004.006.008.0010.0012.00-0.552.39
The chart of Omega ratio for JTKIX, currently valued at 0.87, compared to the broader market1.002.003.004.000.871.32
The chart of Calmar ratio for JTKIX, currently valued at -0.51, compared to the broader market0.005.0010.0015.0020.00-0.512.66
The chart of Martin ratio for JTKIX, currently valued at -1.61, compared to the broader market0.0020.0040.0060.0080.00-1.6110.85
JTKIX
^GSPC

The current John Hancock Global Thematic Opportunities Fund Sharpe ratio is -0.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of John Hancock Global Thematic Opportunities Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.61
1.77
JTKIX (John Hancock Global Thematic Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

John Hancock Global Thematic Opportunities Fund provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.10%0.20%0.30%0.40%0.50%0.60%0.70%$0.00$0.02$0.04$0.06$0.08201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.00$0.00$0.08$0.04$0.00$0.09$0.09

Dividend yield

0.01%0.01%0.65%0.36%0.03%0.62%0.70%

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$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$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$0.08$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$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2019$0.09$0.09

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-27.87%
0
JTKIX (John Hancock Global Thematic Opportunities Fund)
Benchmark (^GSPC)

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 40.53%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current John Hancock Global Thematic Opportunities Fund drawdown is 27.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.53%Nov 17, 2021229Oct 14, 2022
-33.02%Feb 18, 202025Mar 23, 202094Aug 5, 2020119
-8.01%Sep 3, 202121Oct 4, 202131Nov 16, 202152
-7.72%Feb 16, 202113Mar 4, 202121Apr 5, 202134
-7.4%Dec 17, 20186Dec 24, 201810Jan 9, 201916

Volatility

Volatility Chart

The current John Hancock Global Thematic Opportunities Fund volatility is 3.48%, 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.


0.00%5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
3.48%
3.19%
JTKIX (John Hancock Global Thematic Opportunities Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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