John Hancock ESG International Equity Fund (JTQIX)
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of foreign companies having a market capitalization of $2 billion or more at the time of purchase that meet the manager's sustainability criteria. The manager seeks companies meeting its sustainability criteria with high-quality characteristics, including strong or improving ESG records. The fund primarily invests in a diversified portfolio of equity securities of foreign companies in a number of developed and emerging markets outside of the United States.
Fund Info
ISIN | US47803N7113 |
---|---|
CUSIP | 47803N711 |
Issuer | John Hancock |
Inception Date | Dec 14, 2016 |
Category | Foreign Large Cap Equities |
Min. Investment | $250,000 |
Asset Class | Equity |
Expense Ratio
JTQIX has a high expense ratio of 1.23%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: JTQIX vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock ESG International Equity 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 ESG International Equity Fund had a return of 8.95% year-to-date (YTD) and 20.77% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 8.95% | 25.70% |
1 month | -2.62% | 3.51% |
6 months | 3.05% | 14.80% |
1 year | 20.77% | 37.91% |
5 years (annualized) | 5.05% | 14.18% |
10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of JTQIX, 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 | -2.27% | 4.05% | 2.53% | -3.24% | 4.73% | 0.83% | 2.27% | 2.90% | 1.18% | -4.27% | 8.95% | ||
2023 | 8.98% | -4.34% | 3.08% | 2.39% | -2.41% | 3.21% | 2.03% | -5.18% | -4.86% | -4.17% | 8.78% | 5.16% | 11.82% |
2022 | -5.54% | -4.50% | -0.86% | -7.92% | 2.97% | -6.99% | 4.33% | -4.54% | -9.26% | 4.07% | 13.28% | -3.42% | -18.84% |
2021 | -1.33% | 0.43% | 0.06% | 0.97% | 2.89% | -0.41% | -1.59% | 2.81% | -4.65% | 3.29% | -5.14% | 1.86% | -1.21% |
2020 | -2.48% | -5.01% | -14.44% | 7.58% | 5.90% | 5.49% | 5.52% | 4.48% | 0.43% | -1.00% | 13.09% | 6.00% | 25.20% |
2019 | 6.64% | 2.47% | 2.11% | 3.50% | -6.61% | 6.91% | -2.92% | -1.22% | 1.56% | 3.64% | 2.11% | 4.01% | 23.62% |
2018 | 5.47% | -3.94% | -0.30% | -0.92% | -0.62% | -1.32% | 1.96% | -1.69% | 0.24% | -8.91% | 2.32% | -5.27% | -12.93% |
2017 | 4.88% | 1.05% | 3.67% | 2.99% | 4.31% | 0.34% | 3.20% | 0.73% | 2.59% | 2.52% | 0.08% | 0.81% | 30.63% |
2016 | 0.40% | 0.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JTQIX is 25, indicating that it is in the bottom 25% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock ESG International Equity Fund (JTQIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock ESG International Equity Fund provided a 2.07% dividend yield over the last twelve months, with an annual payout of $0.31 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.31 | $0.31 | $0.13 | $0.33 | $0.10 | $0.28 | $0.14 | $0.07 |
Dividend yield | 2.07% | 2.25% | 1.07% | 2.14% | 0.62% | 2.12% | 1.29% | 0.55% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock ESG International Equity 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 | $0.31 | $0.31 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
2017 | $0.07 | $0.07 |
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 ESG International Equity 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 ESG International Equity Fund was 33.52%, occurring on Oct 12, 2022. The portfolio has not yet recovered.
The current John Hancock ESG International Equity Fund drawdown is 7.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-33.52% | Feb 17, 2021 | 418 | Oct 12, 2022 | — | — | — |
-31.18% | Feb 13, 2020 | 27 | Mar 23, 2020 | 87 | Jul 27, 2020 | 114 |
-21.44% | Jan 29, 2018 | 229 | Dec 24, 2018 | 253 | Dec 26, 2019 | 482 |
-5.77% | Oct 13, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
-5.39% | Jan 11, 2021 | 14 | Jan 29, 2021 | 10 | Feb 12, 2021 | 24 |
Volatility
Volatility Chart
The current John Hancock ESG International Equity Fund volatility is 3.82%, 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.