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JESNX: John Hancock Var Ins Tr Strategic Incm O (MUTUAL FUND)
Basic Info 12.66 0.04(0.31%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/29/2004 |
| Last Dividend Date: | 10/23/2025 |
| 12-Mo. Yield | 8.22% |
| Expenses | 0.83% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/29/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 1.0 | 5.7 | 5.3 | 1.4 | 3.0 | 3.5 | 4.8 | 4.7 | -0.9 | 3.1 | 7.5 | -10.1 | 0.9 | 8.6 | 10.9 | -5.0 | 5.6 | 5.1 | 1.2 | 5.1 | 3.8 | 12.9 | 2.0 | 15.9 | 26.7 | -8.7 | 5.9 | 3.7 | 1.9 | 0.4 |
| Sharpe Ratio | NA | -0.08 | 1.13 | 0.61 | -0.29 | 0.34 | NA | NA | 0.76 | -0.44 | -0.15 | 0.85 | -2.14 | 0.31 | 1.09 | 4.66 | -2.16 | 2.9 | 2.11 | 0.49 | 1.87 | 1.34 | 2.61 | 0.36 | 3.8 | 8.53 | -2.45 | 0.27 | 0.1 | -0.06 | 51.54 |
| Draw Down(%) | NA | 2.7 | 2.7 | 4.9 | 14.6 | 14.6 | NA | NA | 16.4 | 8.5 | 2.3 | 4.9 | 13.7 | 2.4 | 13.9 | 0.7 | 6.7 | 1.1 | 1.6 | 2.7 | 2.0 | 5.1 | 2.3 | 11.2 | 4.3 | 3.2 | 13.2 | 6.9 | 1.6 | 3.9 | 0.0 |
| Standard Deviation(%) | NA | 3.2 | 2.7 | 3.4 | 3.9 | 4.0 | NA | NA | 4.5 | 8.7 | 3.3 | 4.5 | 5.4 | 2.8 | 7.6 | 2.0 | 3.0 | 1.7 | 2.3 | 2.4 | 2.7 | 2.8 | 5.0 | 5.6 | 4.2 | 3.1 | 4.0 | 10.2 | 2.6 | 6.5 | 1.3 |
| Treynor Ratio | NA | 0.0 | 0.06 | 0.04 | -0.02 | 0.03 | NA | NA | 0.13 | -0.07 | -0.01 | 0.07 | -0.24 | -0.33 | 0.16 | 0.35 | 0.49 | -1.36 | 0.31 | -5.59 | -0.13 | 0.67 | -2.67 | -0.04 | -0.52 | 1.92 | -0.3 | 0.09 | 0.01 | -0.01 | 0.79 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | NA | NA | 0.01 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 | 0.03 | -0.03 | 0.02 | 0.02 | 0.0 | 0.03 | 0.02 | 0.05 | 0.02 | 0.07 | 0.09 | -0.04 | 0.01 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.61 | 0.49 | 0.53 | 0.48 | 0.42 | NA | NA | 0.27 | 0.53 | 0.54 | 0.55 | 0.48 | -0.03 | 0.5 | 0.27 | -0.13 | -0.04 | 0.16 | 0.0 | -0.4 | 0.06 | -0.05 | -0.51 | -0.3 | 0.14 | 0.32 | 0.29 | 0.4 | 0.27 | 0.85 |
| RSquared | NA | 0.62 | 0.52 | 0.7 | 0.54 | 0.28 | NA | NA | 0.07 | 0.08 | 0.79 | 0.78 | 0.46 | 0.0 | 0.11 | 0.22 | 0.02 | 0.0 | 0.06 | 0.0 | 0.18 | 0.0 | 0.0 | 0.15 | 0.09 | 0.04 | 0.26 | 0.01 | 0.26 | 0.02 | 1.0 |
| Yield(%) | N/A | 0.0 | 8.2 | 4.9 | 3.8 | 3.5 | 4.0 | 4.9 | N/A | 8.4 | 2.8 | 3.6 | 3.3 | 3.4 | 1.7 | 3.0 | 3.7 | 3.3 | 2.5 | 2.5 | 4.6 | 5.7 | 7.2 | 10.9 | 10.4 | 7.3 | 10.0 | 2.2 | 3.0 | 3.8 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | 203.4 | 57.2 | 49.4 | -44.4 | N/A | N/A | N/A | 203.4 | -19.3 | -4.8 | -6.5 | 110.3 | -37.4 | -26.8 | 16.2 | 33.6 | -1.8 | -45.0 | -21.5 | -16.7 | -39.2 | 9.7 | 70.6 | -41.0 | 382.2 | -27.4 | -23.3 | 149.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2004
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