Correlation
The correlation between PDT and HTDIX is 0.43, 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.
PDT vs. HTDIX
Compare and contrast key facts about John Hancock Premium Dividend Fund (PDT) and Tactical Dividend and Momentum Fund (HTDIX).
PDT is managed by John Hancock. It was launched on Dec 14, 1989. HTDIX is managed by Hanlon. It was launched on Sep 8, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDT or HTDIX.
Performance
PDT vs. HTDIX - Performance Comparison
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Key characteristics
PDT:
1.59
HTDIX:
0.62
PDT:
1.89
HTDIX:
0.91
PDT:
1.26
HTDIX:
1.13
PDT:
1.09
HTDIX:
0.58
PDT:
7.24
HTDIX:
2.17
PDT:
3.09%
HTDIX:
4.86%
PDT:
16.11%
HTDIX:
18.82%
PDT:
-62.39%
HTDIX:
-18.08%
PDT:
-0.53%
HTDIX:
-4.11%
Returns By Period
In the year-to-date period, PDT achieves a 5.47% return, which is significantly higher than HTDIX's 0.53% return.
PDT
5.47%
3.28%
3.48%
25.34%
2.36%
7.49%
8.08%
HTDIX
0.53%
5.47%
-2.42%
11.66%
6.16%
9.39%
N/A
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PDT vs. HTDIX - Expense Ratio Comparison
PDT has a 5.06% expense ratio, which is higher than HTDIX's 1.40% expense ratio.
Risk-Adjusted Performance
PDT vs. HTDIX — Risk-Adjusted Performance Rank
PDT
HTDIX
PDT vs. HTDIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Premium Dividend Fund (PDT) and Tactical Dividend and Momentum Fund (HTDIX). 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.
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Dividends
PDT vs. HTDIX - Dividend Comparison
PDT's dividend yield for the trailing twelve months is around 7.66%, while HTDIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDT John Hancock Premium Dividend Fund | 7.66% | 7.82% | 10.20% | 9.09% | 6.45% | 8.47% | 6.73% | 8.73% | 9.98% | 9.17% | 7.88% | 7.32% |
HTDIX Tactical Dividend and Momentum Fund | 0.00% | 0.00% | 1.92% | 0.00% | 14.07% | 0.00% | 0.69% | 0.36% | 0.65% | 1.29% | 0.34% | 0.00% |
Drawdowns
PDT vs. HTDIX - Drawdown Comparison
The maximum PDT drawdown since its inception was -62.39%, which is greater than HTDIX's maximum drawdown of -18.08%. Use the drawdown chart below to compare losses from any high point for PDT and HTDIX.
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Volatility
PDT vs. HTDIX - Volatility Comparison
The current volatility for John Hancock Premium Dividend Fund (PDT) is 3.82%, while Tactical Dividend and Momentum Fund (HTDIX) has a volatility of 4.49%. This indicates that PDT experiences smaller price fluctuations and is considered to be less risky than HTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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