BTO vs. HSFNX
Compare and contrast key facts about John Hancock Financial Opportunities Fund (BTO) and Hennessy Small Cap Financial Fund (HSFNX).
BTO is an actively managed fund by John Hancock. It was launched on Aug 18, 1994. HSFNX is managed by BlackRock. It was launched on Jan 3, 1997.
Performance
BTO vs. HSFNX - Performance Comparison
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BTO vs. HSFNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTO John Hancock Financial Opportunities Fund | 4.20% | 5.85% | 28.92% | -1.16% | -23.58% | 61.86% | -8.97% | 38.87% | -25.68% | 13.12% |
HSFNX Hennessy Small Cap Financial Fund | -0.51% | 12.79% | 10.76% | 4.64% | -11.14% | 42.76% | 2.56% | 19.91% | -15.88% | -0.20% |
Returns By Period
In the year-to-date period, BTO achieves a 4.20% return, which is significantly higher than HSFNX's -0.51% return. Over the past 10 years, BTO has outperformed HSFNX with an annualized return of 10.87%, while HSFNX has yielded a comparatively lower 8.98% annualized return.
BTO
- 1D
- 4.88%
- 1M
- 2.50%
- YTD
- 4.20%
- 6M
- 3.43%
- 1Y
- 13.12%
- 3Y*
- 14.52%
- 5Y*
- 6.15%
- 10Y*
- 10.87%
HSFNX
- 1D
- 0.52%
- 1M
- -2.64%
- YTD
- -0.51%
- 6M
- 6.75%
- 1Y
- 19.43%
- 3Y*
- 15.63%
- 5Y*
- 4.83%
- 10Y*
- 8.98%
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BTO vs. HSFNX - Expense Ratio Comparison
BTO has a 2.01% expense ratio, which is higher than HSFNX's 1.58% expense ratio.
Return for Risk
BTO vs. HSFNX — Risk / Return Rank
BTO
HSFNX
BTO vs. HSFNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Financial Opportunities Fund (BTO) and Hennessy Small Cap Financial Fund (HSFNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BTO | HSFNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.72 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.13 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.29 | -0.47 |
Martin ratioReturn relative to average drawdown | 2.13 | 3.20 | -1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTO | HSFNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.72 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.18 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.31 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.17 | +0.13 |
Correlation
The correlation between BTO and HSFNX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BTO vs. HSFNX - Dividend Comparison
BTO's dividend yield for the trailing twelve months is around 7.25%, less than HSFNX's 11.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTO John Hancock Financial Opportunities Fund | 7.25% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
HSFNX Hennessy Small Cap Financial Fund | 11.05% | 10.99% | 5.97% | 4.63% | 9.14% | 0.97% | 0.91% | 3.43% | 7.34% | 8.19% | 12.46% | 7.38% |
Drawdowns
BTO vs. HSFNX - Drawdown Comparison
The maximum BTO drawdown since its inception was -72.27%, roughly equal to the maximum HSFNX drawdown of -70.18%. Use the drawdown chart below to compare losses from any high point for BTO and HSFNX.
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Drawdown Indicators
| BTO | HSFNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.27% | -70.18% | -2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -13.61% | -3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -51.80% | -43.00% | -8.80% |
Max Drawdown (10Y)Largest decline over 10 years | -65.70% | -50.68% | -15.02% |
Current DrawdownCurrent decline from peak | -8.00% | -11.60% | +3.60% |
Average DrawdownAverage peak-to-trough decline | -19.08% | -26.15% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.45% | 5.49% | +0.96% |
Volatility
BTO vs. HSFNX - Volatility Comparison
John Hancock Financial Opportunities Fund (BTO) has a higher volatility of 7.28% compared to Hennessy Small Cap Financial Fund (HSFNX) at 4.68%. This indicates that BTO's price experiences larger fluctuations and is considered to be riskier than HSFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTO | HSFNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 4.68% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 18.17% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 27.96% | -3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.47% | 27.59% | +3.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.21% | 29.28% | +6.93% |