It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
HPS: John Hancock Preferred Income III Closed Fund (CEF)
Basic Info 14.47 0.09(0.62%) June 05
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/17/2003 |
| Last Dividend Date: | 05/11/2026 |
| 12-Mo. Yield | 9.26% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
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 | 20 Yr | Since 06/17/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 4.3 | 10.9 | 10.9 | 3.2 | 5.6 | 7.3 | 7.3 | 6.4 | 4.9 | 15.7 | 7.7 | -16.0 | 16.4 | -3.0 | 31.4 | -8.4 | 15.5 | 7.4 | 8.0 | 24.6 | -9.7 | 18.4 | 16.4 | 16.3 | 54.9 | -31.9 | -12.3 | 21.2 | -4.1 | -0.6 | 3.4 |
| Sharpe Ratio | NA | 1.1 | 1.03 | 0.67 | 0.07 | 0.19 | NA | NA | 0.21 | 0.15 | 1.01 | 0.21 | -0.84 | 1.55 | -0.06 | 3.12 | -0.76 | 1.74 | 0.56 | 0.73 | 2.82 | -0.59 | 1.3 | 0.81 | 0.88 | 1.08 | -0.45 | -1.06 | 2.42 | -0.67 | -0.11 | 0.46 |
| Draw Down(%) | NA | 6.0 | 7.6 | 17.6 | 28.9 | 52.1 | NA | NA | 70.0 | 11.6 | 12.4 | 20.5 | 20.9 | 7.7 | 52.1 | 5.2 | 21.3 | 4.6 | 17.7 | 11.2 | 4.2 | 22.9 | 10.9 | 16.4 | 14.6 | 55.0 | 68.7 | 22.1 | 6.2 | 12.4 | 19.3 | 9.0 |
| Standard Deviation(%) | NA | 10.8 | 9.6 | 13.6 | 15.7 | 22.0 | NA | NA | 25.4 | 13.5 | 11.9 | 19.0 | 21.0 | 10.6 | 55.8 | 9.6 | 12.9 | 8.5 | 12.9 | 10.8 | 8.7 | 16.5 | 14.3 | 20.2 | 18.4 | 50.9 | 72.0 | 14.6 | 7.4 | 9.6 | 14.5 | 12.4 |
| Treynor Ratio | NA | 0.23 | 0.37 | 0.2 | 0.03 | 0.15 | NA | NA | 1.35 | 0.05 | 0.32 | 0.12 | -0.45 | 1.16 | -0.21 | 29.37 | -8.82 | 1.79 | 0.31 | 0.58 | 2.86 | -0.27 | -0.8 | -0.38 | -0.6 | -1.14 | 0.61 | 0.85 | 0.46 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.03 | 0.04 | 0.02 | 0.03 | NA | NA | 0.03 | 0.01 | 0.06 | 0.02 | -0.02 | 0.06 | 0.04 | 0.1 | -0.04 | 0.05 | 0.02 | 0.03 | 0.08 | -0.02 | 0.08 | 0.1 | 0.08 | 0.23 | -0.03 | -0.06 | 0.06 | NA | NA | NA |
| Beta | NA | 0.52 | 0.27 | 0.46 | 0.34 | 0.27 | NA | NA | 0.04 | 0.38 | 0.38 | 0.35 | 0.39 | 0.14 | 0.16 | 0.01 | 0.01 | 0.08 | 0.23 | 0.14 | 0.09 | 0.36 | -0.23 | -0.44 | -0.27 | -0.48 | -0.54 | -0.18 | 0.39 | NA | NA | NA |
| RSquared | NA | 0.17 | 0.05 | 0.15 | 0.08 | 0.02 | NA | NA | 0.0 | 0.07 | 0.13 | 0.07 | 0.1 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.01 | 0.05 | 0.03 | 0.1 | 0.03 | 0.02 | 0.01 | 0.01 | 0.11 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.8 | 9.3 | 9.5 | 6.9 | 7.1 | 8.1 | 7.2 | N/A | 8.7 | 9.3 | 9.2 | 7.6 | 7.7 | 6.8 | 8.8 | 7.8 | 8.2 | 8.2 | 7.4 | 9.3 | 7.6 | 8.4 | 9.1 | 9.0 | 11.7 | 8.7 | 7.8 | 8.2 | 8.0 | 8.6 | 3.6 |
| Dividend Growth(%) | N/A | -58.3 | 0.0 | -2.7 | -5.2 | -7.3 | N/A | N/A | N/A | 0.0 | 0.0 | -7.7 | 8.3 | 0.0 | -7.6 | -2.4 | 0.0 | 0.0 | 9.1 | -8.3 | 0.0 | 1.4 | -0.8 | 8.3 | -2.9 | -12.6 | -11.1 | 7.6 | -9.6 | -14.4 | 137.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Long-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Long-Term Bond
Best Mutual Funds
- STICX (RIDGEWORTH SEIX CORPORATE BOND FUND I SHARES) (85%)
- VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (83%)
- SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) (81%)
- VWETX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (80%)
- DEEIX (DELAWARE EXTENDED DURATION BOND FUND INSTITUTIONAL CLASS) (79%)
- LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) (78%)
- PBBBX (PIA BBB BOND FUND MANAGED ACCOUNT COMPLETION SHARES) (76%)
- PRPIX (T. ROWE PRICE CORPORATE INCOME FUND INC. T. ROWE PRICE CORPORATE INCOME FUND INC.) (75%)
- SIGYX (WESTERN ASSET CORPORATE BOND FUND CLASS I) (74%)
- PPSIX (PREFERRED SECURITIES FUND INSTITUTIONAL CLASS) (73%)
Best ETFs
- BLV (Vanguard Long-Term Bond ETF) 0.63% (84%)
- BAB (Invesco Taxable Municipal Bond ETF) 0.15% (38%)
- ILTB (iShares Core 10+ Year USD Bond ETF) 0.59% (1%)
Best Closed End Funds
- BHK (BlackRock Core Bond Closed Fund) (100%)
- BTZ (BlackRock Credit Allocation Income Trust) (99%)
- PFD (Flaherty & Crumrine Preferred Income Fund Inc) (98%)
- PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) (96%)
- FFC (Flaherty & Crumrine Preferred Securities Income Fd) (95%)
- FLC (Flaherty & Crumrine Total Return Fund Inc) (94%)
- HPS (John Hancock Preferred Income III Closed Fund) (93%)
- HPI (John Hancock Preferred Income Closed Fund) (91%)
- HPF (John Hancock Preferred Income II Closed Fund) (90%)
- JPC (Nuveen Preferred Income Opportunities Closed Fund) (89%)
