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JESIX: John Hancock Var Ins Tr Small Cap Index (MUTUAL FUND)
Basic Info 16.93 0.61(3.48%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 05/01/2000 |
| Last Dividend Date: | 10/23/2025 |
| 12-Mo. Yield | 8.02% |
| Expenses | 0.60% |
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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 | 20 Yr | Since 05/01/2000 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 14.5 | 36.3 | 16.7 | 0.5 | 7.1 | 7.7 | 6.6 | 5.9 | 12.3 | 10.8 | 16.5 | -32.2 | 6.4 | 10.7 | 25.0 | -11.4 | 14.4 | 21.0 | -4.3 | 4.6 | 38.6 | 16.1 | -4.5 | 26.4 | 26.6 | -33.8 | -2.0 | 14.0 | 0.0 | 17.3 | 45.8 | -21.5 | -0.1 | -9.7 |
| Sharpe Ratio | NA | 2.34 | 2.06 | 0.75 | -0.05 | 0.24 | NA | NA | 0.19 | 0.41 | 0.35 | 0.65 | -1.09 | 0.27 | 0.23 | 1.47 | -0.71 | 1.15 | 1.13 | -0.26 | 0.28 | 2.62 | 0.92 | -0.14 | 1.05 | 0.74 | -0.74 | -0.25 | 0.59 | -0.14 | 0.91 | 2.39 | -0.89 | -0.11 | -0.64 |
| Draw Down(%) | NA | 11.0 | 11.0 | 27.7 | 43.1 | 43.5 | NA | NA | 59.0 | 23.9 | 10.1 | 18.1 | 34.5 | 15.3 | 41.8 | 9.5 | 27.0 | 6.4 | 16.0 | 15.8 | 12.9 | 5.3 | 12.8 | 29.3 | 20.3 | 33.1 | 49.1 | 13.9 | 15.1 | 14.9 | 14.7 | 12.9 | 37.6 | 26.8 | 18.8 |
| Standard Deviation(%) | NA | 20.2 | 19.1 | 21.2 | 23.5 | 24.2 | NA | NA | 24.6 | 23.0 | 20.7 | 20.0 | 30.9 | 23.4 | 44.2 | 16.0 | 18.1 | 12.0 | 18.4 | 16.7 | 16.4 | 14.7 | 17.6 | 33.1 | 25.0 | 35.9 | 46.5 | 20.5 | 18.0 | 16.4 | 18.0 | 18.8 | 25.3 | 23.6 | 28.7 |
| Treynor Ratio | NA | 0.42 | 0.35 | 0.14 | -0.01 | 0.06 | NA | NA | 0.05 | 0.09 | 0.06 | 0.12 | -0.35 | 0.06 | 0.1 | 0.22 | -0.12 | 0.12 | 0.19 | -0.04 | 0.04 | 0.36 | 0.22 | -0.04 | 0.25 | 0.26 | -0.33 | -0.05 | 0.09 | -0.02 | 0.15 | 0.43 | -0.22 | -0.03 | -0.19 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | -0.02 | -0.01 | NA | NA | -0.01 | 0.01 | -0.02 | -0.01 | -0.08 | -0.05 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.02 | -0.01 | -0.01 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.12 | 1.14 | 1.1 | 1.05 | 1.05 | NA | NA | 1.04 | 1.03 | 1.19 | 1.06 | 0.97 | 1.16 | 1.06 | 1.08 | 1.05 | 1.15 | 1.08 | 1.07 | 1.12 | 1.06 | 0.73 | 1.05 | 1.05 | 1.0 | 1.04 | 1.1 | 1.15 | 1.1 | 1.12 | 1.04 | 1.01 | 1.0 | 0.98 |
| RSquared | NA | 0.95 | 0.94 | 0.96 | 0.87 | 0.89 | NA | NA | 0.93 | 0.96 | 0.95 | 0.97 | 0.75 | 0.88 | 0.96 | 0.97 | 0.98 | 0.95 | 0.97 | 0.97 | 0.95 | 0.97 | 0.44 | 1.0 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.94 | 0.99 | 0.95 | 0.99 | 0.99 | 0.84 |
| Yield(%) | N/A | 0.0 | 7.9 | 4.9 | 2.1 | 4.9 | 6.4 | 5.5 | N/A | 7.5 | 3.0 | 2.9 | 0.9 | 0.7 | 1.3 | 11.8 | 6.9 | 4.7 | 9.4 | 9.2 | 7.2 | 10.0 | 20.4 | 1.5 | 0.5 | 4.0 | 2.1 | 14.6 | 0.0 | 0.5 | 0.3 | 0.0 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 173.6 | 289.2 | -57.9 | -31.2 | N/A | N/A | N/A | 173.6 | 17.3 | 120.8 | 38.0 | -45.5 | -87.5 | 41.3 | 62.7 | -43.1 | -13.8 | 25.2 | -11.9 | -53.1 | 1144.3 | 253.2 | -83.4 | 30.0 | -88.4 | N/A | -100.0 | 79.1 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2000
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