JHNBX vs. BTO
Compare and contrast key facts about John Hancock Bond Fund (JHNBX) and John Hancock Financial Opportunities Fund (BTO).
JHNBX is managed by John Hancock. It was launched on Nov 9, 1973. BTO is an actively managed fund by John Hancock. It was launched on Aug 18, 1994.
Performance
JHNBX vs. BTO - Performance Comparison
Loading graphics...
JHNBX vs. BTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JHNBX John Hancock Bond Fund | -0.65% | 7.36% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.94% |
BTO John Hancock Financial Opportunities Fund | 3.32% | 5.85% | 28.92% | -1.16% | -23.58% | 61.86% | -8.97% | 38.87% | -25.68% | 13.12% |
Returns By Period
In the year-to-date period, JHNBX achieves a -0.65% return, which is significantly lower than BTO's 3.32% return. Over the past 10 years, JHNBX has underperformed BTO with an annualized return of 2.26%, while BTO has yielded a comparatively higher 10.78% annualized return.
JHNBX
- 1D
- 0.22%
- 1M
- -2.03%
- YTD
- -0.65%
- 6M
- 0.09%
- 1Y
- 3.62%
- 3Y*
- 3.84%
- 5Y*
- 0.03%
- 10Y*
- 2.26%
BTO
- 1D
- -0.84%
- 1M
- 0.68%
- YTD
- 3.32%
- 6M
- 3.66%
- 1Y
- 12.77%
- 3Y*
- 14.20%
- 5Y*
- 5.97%
- 10Y*
- 10.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JHNBX vs. BTO - Expense Ratio Comparison
JHNBX has a 0.76% expense ratio, which is lower than BTO's 2.01% expense ratio.
Return for Risk
JHNBX vs. BTO — Risk / Return Rank
JHNBX
BTO
JHNBX vs. BTO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Bond Fund (JHNBX) and John Hancock Financial Opportunities Fund (BTO). 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.
| JHNBX | BTO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.52 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.86 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.72 | +0.67 |
Martin ratioReturn relative to average drawdown | 4.28 | 1.88 | +2.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JHNBX | BTO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.52 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.19 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.30 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.30 | +0.46 |
Correlation
The correlation between JHNBX and BTO is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JHNBX vs. BTO - Dividend Comparison
JHNBX's dividend yield for the trailing twelve months is around 3.96%, less than BTO's 7.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHNBX John Hancock Bond Fund | 3.96% | 4.25% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
BTO John Hancock Financial Opportunities Fund | 7.31% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
Drawdowns
JHNBX vs. BTO - Drawdown Comparison
The maximum JHNBX drawdown since its inception was -24.74%, smaller than the maximum BTO drawdown of -72.27%. Use the drawdown chart below to compare losses from any high point for JHNBX and BTO.
Loading graphics...
Drawdown Indicators
| JHNBX | BTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.74% | -72.27% | +47.53% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -16.79% | +13.54% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -51.80% | +31.67% |
Max Drawdown (10Y)Largest decline over 10 years | -20.13% | -65.70% | +45.57% |
Current DrawdownCurrent decline from peak | -3.17% | -8.77% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -19.08% | +14.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 6.47% | -5.42% |
Volatility
JHNBX vs. BTO - Volatility Comparison
The current volatility for John Hancock Bond Fund (JHNBX) is 1.64%, while John Hancock Financial Opportunities Fund (BTO) has a volatility of 7.33%. This indicates that JHNBX experiences smaller price fluctuations and is considered to be less risky than BTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JHNBX | BTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 7.33% | -5.69% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 16.40% | -13.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 24.69% | -20.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.84% | 31.48% | -25.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 36.20% | -31.31% |