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HEQ: John Hancock Hedged Equity & Income Fund (CEF)
Basic Info 11.73 0.02(0.17%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 05/26/2011 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 9.50% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/26/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 11.6 | 22.3 | 14.8 | 7.7 | 7.7 | 6.0 | 6.0 | 15.6 | 11.7 | -3.1 | -3.1 | 24.4 | -14.3 | 26.8 | -17.3 | 24.4 | 19.8 | -2.4 | 4.0 | 21.1 | 12.9 | -23.4 |
| Sharpe Ratio | NA | 2.54 | 2.06 | 1.02 | 0.34 | 0.32 | NA | 0.28 | 1.03 | 0.8 | -0.48 | -0.17 | 1.82 | -0.37 | 1.75 | -1.25 | 2.2 | 1.28 | -0.2 | 0.32 | 1.68 | 1.11 | -1.39 |
| Draw Down(%) | NA | 6.9 | 6.9 | 14.1 | 25.4 | 44.4 | NA | 44.4 | 9.9 | 7.9 | 20.7 | 20.2 | 7.8 | 44.4 | 9.4 | 26.2 | 6.0 | 11.6 | 12.2 | 12.7 | 6.2 | 9.4 | 32.4 |
| Standard Deviation(%) | NA | 13.2 | 10.5 | 12.0 | 16.5 | 19.1 | NA | 17.8 | 12.9 | 10.1 | 14.4 | 26.3 | 13.4 | 39.4 | 14.5 | 15.0 | 10.9 | 15.3 | 12.1 | 12.6 | 12.6 | 11.6 | 25.7 |
| Treynor Ratio | NA | 0.9 | 0.65 | 0.34 | 0.19 | 0.15 | NA | 0.11 | 0.39 | 0.28 | -0.17 | -0.19 | 2.11 | -0.2 | 0.84 | -0.44 | 0.6 | 0.32 | -0.04 | 0.08 | 0.32 | 0.25 | -0.65 |
| Alpha | NA | 0.1 | 0.06 | 0.02 | 0.02 | 0.0 | NA | 0.0 | 0.04 | 0.0 | -0.08 | 0.04 | 0.08 | -0.2 | 0.05 | -0.08 | 0.04 | 0.08 | -0.03 | -0.01 | 0.0 | 0.01 | -0.15 |
| Beta | NA | 0.37 | 0.33 | 0.36 | 0.3 | 0.42 | NA | 0.45 | 0.34 | 0.28 | 0.4 | 0.24 | 0.12 | 0.73 | 0.3 | 0.43 | 0.39 | 0.61 | 0.6 | 0.52 | 0.66 | 0.52 | 0.55 |
| RSquared | NA | 0.28 | 0.27 | 0.39 | 0.2 | 0.27 | NA | 0.31 | 0.51 | 0.28 | 0.27 | 0.11 | 0.06 | 0.48 | 0.14 | 0.35 | 0.1 | 0.35 | 0.64 | 0.32 | 0.41 | 0.43 | 0.48 |
| Yield(%) | N/A | 2.3 | 9.5 | 9.8 | 8.3 | 8.3 | 6.5 | N/A | 9.7 | 9.9 | 9.3 | 8.9 | 10.3 | 9.0 | 11.4 | 8.6 | 10.4 | 10.5 | 9.2 | 8.9 | 8.6 | 8.7 | 3.4 |
| Dividend Growth(%) | N/A | -75.0 | 0.0 | -14.8 | -27.7 | N/A | N/A | N/A | 0.0 | -7.4 | -6.9 | 0.0 | -12.9 | -11.4 | 0.0 | -9.4 | 10.4 | 0.0 | 0.0 | 11.8 | 3.1 | 94.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2011
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