USGLX vs. PDT
Compare and contrast key facts about John Hancock U.S. Global Leaders Growth Fund (USGLX) and John Hancock Premium Dividend Fund (PDT).
USGLX is managed by John Hancock. It was launched on Sep 29, 1995. PDT is managed by John Hancock. It was launched on Dec 14, 1989.
Performance
USGLX vs. PDT - Performance Comparison
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USGLX vs. PDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USGLX John Hancock U.S. Global Leaders Growth Fund | -13.88% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 3.35% | 25.38% |
PDT John Hancock Premium Dividend Fund | 5.12% | 7.64% | 29.92% | -9.55% | -16.30% | 25.98% | -14.20% | 39.29% | -12.49% | 21.22% |
Returns By Period
In the year-to-date period, USGLX achieves a -13.88% return, which is significantly lower than PDT's 5.12% return. Over the past 10 years, USGLX has outperformed PDT with an annualized return of 10.60%, while PDT has yielded a comparatively lower 7.10% annualized return.
USGLX
- 1D
- 0.53%
- 1M
- -7.62%
- YTD
- -13.88%
- 6M
- -13.56%
- 1Y
- -6.98%
- 3Y*
- 7.24%
- 5Y*
- 2.21%
- 10Y*
- 10.60%
PDT
- 1D
- 1.87%
- 1M
- -2.93%
- YTD
- 5.12%
- 6M
- 2.00%
- 1Y
- 8.08%
- 3Y*
- 10.74%
- 5Y*
- 5.56%
- 10Y*
- 7.10%
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USGLX vs. PDT - Expense Ratio Comparison
USGLX has a 1.13% expense ratio, which is lower than PDT's 5.06% expense ratio.
Return for Risk
USGLX vs. PDT — Risk / Return Rank
USGLX
PDT
USGLX vs. PDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock U.S. Global Leaders Growth Fund (USGLX) and John Hancock Premium Dividend Fund (PDT). 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.
| USGLX | PDT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.36 | 0.61 | -0.97 |
Sortino ratioReturn per unit of downside risk | -0.40 | 0.87 | -1.26 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.14 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.55 | 0.84 | -1.38 |
Martin ratioReturn relative to average drawdown | -1.78 | 3.30 | -5.08 |
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
| USGLX | PDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.36 | 0.61 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.33 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.28 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.32 | +0.17 |
Correlation
The correlation between USGLX and PDT is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USGLX vs. PDT - Dividend Comparison
USGLX's dividend yield for the trailing twelve months is around 32.96%, more than PDT's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGLX John Hancock U.S. Global Leaders Growth Fund | 32.96% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
PDT John Hancock Premium Dividend Fund | 7.56% | 7.80% | 7.77% | 10.14% | 9.04% | 6.42% | 8.43% | 6.70% | 8.69% | 9.94% | 9.15% | 7.88% |
Drawdowns
USGLX vs. PDT - Drawdown Comparison
The maximum USGLX drawdown since its inception was -46.82%, smaller than the maximum PDT drawdown of -62.39%. Use the drawdown chart below to compare losses from any high point for USGLX and PDT.
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Drawdown Indicators
| USGLX | PDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.82% | -62.39% | +15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -16.11% | -10.34% | -5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -36.80% | -40.44% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.80% | -62.39% | +25.59% |
Current DrawdownCurrent decline from peak | -23.33% | -2.93% | -20.40% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -10.06% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 2.67% | +2.26% |
Volatility
USGLX vs. PDT - Volatility Comparison
John Hancock U.S. Global Leaders Growth Fund (USGLX) has a higher volatility of 4.66% compared to John Hancock Premium Dividend Fund (PDT) at 4.21%. This indicates that USGLX's price experiences larger fluctuations and is considered to be riskier than PDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USGLX | PDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 4.21% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 7.16% | +2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 13.21% | +5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.98% | 17.06% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 25.18% | -4.95% |