- ISIN
- US4099028304
- CUSIP
- 409902830
- Issuer
- John Hancock
- Inception Date
- Sep 29, 1995
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
USGLX Performance Chart
John Hancock U.S. Global Leaders Growth Fund (USGLX) is down 4.7% since the beginning of the year. USGLX is currently trading at $49 per share. Investors who bought $1,000 worth of USGLX shares 5 years ago would now be looking at an investment worth $1,147.
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Returns By Period
John Hancock U.S. Global Leaders Growth Fund (USGLX) has returned -4.71% so far this year and -2.10% over the past 12 months. Over the last ten years, USGLX has returned 11.43% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
John Hancock U.S. Global Leaders Growth Fund
- 1D
- 0.89%
- 1M
- -2.35%
- YTD
- -4.71%
- 6M
- -4.94%
- 1Y
- -2.10%
- 3Y*
- 8.39%
- 5Y*
- 2.78%
- 10Y*
- 11.43%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
USGLX Monthly Returns History
Based on dividend-adjusted daily data since Sep 29, 1995, USGLX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +15.6%, while the worst month was Oct 2008 at -17.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, USGLX closed higher 52% of trading days. The best single day was Dec 20, 2024 with a return of +15.0%, while the worst single day was Dec 23, 2024 at -12.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.08% | -3.81% | -4.95% | 8.71% | 2.36% | -3.36% | -4.71% | ||||||
| 2025 | 4.19% | -1.78% | -6.87% | -0.79% | 5.78% | 4.33% | -0.59% | -0.59% | -0.55% | 0.23% | -1.47% | 1.63% | 2.94% |
| 2024 | 3.30% | 5.18% | 1.58% | -5.51% | 1.09% | 4.58% | 1.95% | 2.98% | 1.34% | -1.31% | 5.48% | -3.24% | 18.17% |
| 2023 | 9.05% | -4.79% | 5.64% | 0.47% | 1.71% | 5.67% | 2.52% | 0.05% | -6.48% | -2.06% | 12.10% | 3.52% | 29.14% |
| 2022 | -8.17% | -6.43% | 2.30% | -11.42% | -2.47% | -7.70% | 10.89% | -6.83% | -8.42% | 6.62% | 5.37% | -5.74% | -29.76% |
| 2021 | -2.21% | 1.84% | 1.97% | 7.18% | -1.20% | 4.50% | 3.41% | 4.08% | -5.87% | 6.53% | -4.55% | 2.96% | 19.18% |
Benchmark Metrics
John Hancock U.S. Global Leaders Growth Fund has an annualized alpha of 1.68%, beta of 0.94, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since September 29, 1995.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.67%) than losses (89.04%) - typical of diversified or defensive assets.
- With beta of 0.94 and R2 of 0.83, 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
- 1.68%
- Beta
- 0.94
- R²
- 0.83
- Upside Capture
- 93.67%
- Downside Capture
- 89.04%
Expense Ratio
USGLX has a high expense ratio of 1.13%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
USGLX ranks 2 for risk / return — in the bottom 2% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock U.S. Global Leaders Growth Fund (USGLX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USGLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.21 | ||
| Sortino ratioReturn per unit of downside risk | -2.90 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.37 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.78 | -2.93 |
| Martin ratioReturn relative to average drawdown | -0.42 | 12.44 | -12.86 |
Dividends
Dividend History
John Hancock U.S. Global Leaders Growth Fund provided a 29.79% dividend yield over the last twelve months, with an annual payout of $14.46 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $14.46 | $14.46 | $10.06 | $0.00 | $0.00 | $6.02 | $7.15 | $3.50 | $5.63 | $3.33 | $2.11 | $2.67 |
Dividend yield | 29.79% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock U.S. Global Leaders 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 | $14.46 | $14.46 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.06 | $10.06 |
| 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 | $6.02 | $6.02 |
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 U.S. Global Leaders 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 U.S. Global Leaders Growth Fund was 46.82%, occurring on Mar 9, 2009. Recovery took 443 trading sessions.
The current John Hancock U.S. Global Leaders Growth Fund drawdown is 15.16%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -46.82%Mar 2009 | 1y 4mo | 1y 9mo | 3y 1moNov 2007 - Dec 2010 |
Bear market2022 | -36.80%Oct 2022 | 11mo 1d | 1y 10mo | 2y 9moNov 2021 - Aug 2024 |
COVID crash2020 | -31.00%Mar 2020 | 1mo 2d | 2mo 10d | 3mo 12dFeb 2020 - Jun 2020 |
Dot-com crash2000–2002 | -28.32%Jul 2002 | 1y 6mo | 2y 4mo | 3y 11moJan 2001 - Dec 2004 |
1998 bear market1998 | -25.89%Oct 1998 | 2mo 27d | 2mo 15d | 5mo 12dJul 1998 - Dec 1998 |
Drawdown Indicators
| USGLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.82% | -56.78% | +9.96% |
Max Drawdown (1Y)Largest decline over 1 year | -16.11% | -9.10% | -7.01% |
Max Drawdown (3Y)Largest decline over 3 years | -25.58% | -18.90% | -6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -36.80% | -25.43% | -11.37% |
Max Drawdown (10Y)Largest decline over 10 years | -36.80% | -33.92% | -2.88% |
Current DrawdownCurrent decline from peak | -15.16% | -1.80% | -13.36% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -10.71% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 2.03% | +3.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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