John Hancock U.S. Global Leaders Growth Fund (USGLX)
The fund invests at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in common stocks of companies the subadvisor regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20% of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.
Fund Info
| ISIN | US4099028304 |
|---|---|
| CUSIP | 409902830 |
| Issuer | John Hancock |
| Inception Date | Sep 29, 1995 |
| Category | Large Cap Growth Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
USGLX has a high expense ratio of 1.13%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: USGLX vs. VTI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock U.S. Global Leaders 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 U.S. Global Leaders Growth Fund had a return of 22.18% year-to-date (YTD) and 35.04% in the last 12 months. Over the past 10 years, John Hancock U.S. Global Leaders Growth Fund had an annualized return of 5.28%, while the S&P 500 had an annualized return of 11.41%, indicating that John Hancock U.S. Global Leaders Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.18% | 25.70% |
| 1 month | 3.66% | 3.51% |
| 6 months | 13.50% | 14.80% |
| 1 year | 35.04% | 37.91% |
| 5 years (annualized) | 8.01% | 14.18% |
| 10 years (annualized) | 5.28% | 11.41% |
Monthly Returns
The table below presents the monthly returns of USGLX, 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 | 3.30% | 5.18% | 1.58% | -5.51% | 1.09% | 4.58% | 1.95% | 2.98% | 1.34% | -1.31% | 22.18% | ||
| 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% | -5.47% | 9.42% |
| 2020 | 2.09% | -6.31% | -9.22% | 15.58% | 7.99% | 3.12% | 5.85% | 7.55% | -3.45% | -1.49% | 9.12% | -8.02% | 21.46% |
| 2019 | 8.30% | 4.38% | 3.30% | 3.48% | -4.40% | 6.25% | 0.98% | 0.85% | -1.31% | 0.94% | 4.42% | -4.29% | 24.44% |
| 2018 | 6.34% | -4.37% | -0.91% | 2.69% | 1.89% | 1.57% | 2.73% | 4.80% | 1.28% | -7.14% | 2.68% | -17.81% | -8.50% |
| 2017 | 4.06% | 4.00% | 1.50% | 3.46% | 2.31% | 0.57% | 1.65% | -0.97% | 1.18% | 1.77% | 2.67% | -6.16% | 16.79% |
| 2016 | -6.24% | -2.10% | 4.90% | 2.09% | 2.53% | -0.85% | 5.61% | -0.58% | -0.16% | -3.78% | -0.20% | -4.94% | -4.38% |
| 2015 | -2.72% | 6.92% | -1.13% | 1.60% | 0.24% | -2.05% | 5.05% | -5.78% | -2.26% | 10.20% | 0.18% | -7.35% | 1.52% |
| 2014 | -4.10% | 5.03% | -1.60% | -2.63% | 2.41% | 2.29% | -1.84% | 4.37% | -1.35% | 2.67% | 3.18% | -13.46% | -6.34% |
| 2013 | 4.54% | 0.33% | 2.20% | 0.29% | 1.35% | -1.75% | 4.03% | -1.10% | 5.23% | 4.04% | 2.41% | -0.73% | 22.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USGLX is 64, 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 U.S. Global Leaders Growth Fund (USGLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock U.S. Global Leaders 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 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.10 | $0.03 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.24% | 0.08% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $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 | $0.00 | $0.00 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $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 |
| 2014 | $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 |
| 2013 | $0.03 | $0.03 |
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 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 49.59%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current John Hancock U.S. Global Leaders Growth Fund drawdown is 1.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.59% | Nov 1, 2007 | 338 | Mar 9, 2009 | 484 | Feb 7, 2011 | 822 |
| -41.98% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -31% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -28.32% | Jan 4, 2001 | 384 | Jul 23, 2002 | 595 | Dec 2, 2004 | 979 |
| -26.91% | Oct 2, 2018 | 58 | Dec 24, 2018 | 228 | Nov 19, 2019 | 286 |
Volatility
Volatility Chart
The current John Hancock U.S. Global Leaders Growth Fund volatility is 3.94%, 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.