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JFIVX: John Hancock Variable Insurance Trust 50 (MUTUAL FUND)
Basic Info 75.39 2.04(2.63%) June 05
| Asset Class: | Bank Loan |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 11/02/2012 |
| Last Dividend Date: | 10/23/2025 |
| 12-Mo. Yield | 2.89% |
| Expenses | 0.73% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/02/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.3 | 25.5 | 21.3 | 11.3 | 13.9 | 13.5 | 17.5 | 24.6 | 25.9 | -21.3 | 23.3 | 15.8 | 31.1 | -4.7 | 21.5 | 11.6 | 1.1 | 11.4 | 29.6 | 0.7 |
| Sharpe Ratio | NA | 1.28 | 1.87 | 1.21 | 0.52 | 0.67 | 0.72 | 0.79 | 1.66 | 1.72 | -0.94 | 1.7 | 0.45 | 2.37 | -0.36 | 3.14 | 0.87 | 0.07 | 0.99 | 2.64 | 0.35 |
| Draw Down(%) | NA | 8.9 | 8.9 | 18.8 | 24.7 | 33.8 | 33.8 | 18.8 | 8.5 | 10.0 | 24.7 | 5.2 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.1 | 8.2 | 5.6 | 5.1 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.9 | 17.0 | 18.2 | 17.0 | 18.6 | 12.7 | 13.1 | 24.2 | 13.7 | 34.8 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.5 | 11.2 | 13.6 |
| Treynor Ratio | NA | 0.07 | 0.18 | 0.31 | 0.1 | 0.18 | 0.29 | -0.26 | 0.46 | 0.67 | -0.1 | 0.85 | 0.09 | -0.13 | 0.02 | -0.17 | -0.07 | -0.01 | -0.05 | -1.71 | -0.02 |
| Alpha | NA | 0.08 | 0.07 | 0.06 | 0.04 | 0.05 | 0.05 | 0.07 | 0.07 | 0.08 | -0.03 | 0.09 | 0.05 | 0.14 | -0.02 | 0.08 | 0.06 | 0.02 | 0.06 | 0.11 | 0.04 |
| Beta | NA | 2.6 | 1.29 | 0.59 | 0.91 | 0.68 | 0.42 | -0.56 | 0.45 | 0.33 | 2.19 | 0.27 | 1.82 | -2.36 | -2.7 | -1.24 | -1.56 | -1.84 | -2.19 | -0.17 | -2.72 |
| RSquared | NA | 0.21 | 0.06 | 0.01 | 0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.11 | 0.0 | 0.02 | 0.11 | 0.05 | 0.06 | 0.04 | 0.04 | 0.07 | 0.0 | 0.07 |
| Yield(%) | N/A | 0.0 | 2.9 | 3.2 | 2.3 | 3.9 | N/A | 2.9 | 2.7 | 3.0 | 1.1 | 1.6 | 1.9 | 3.8 | 3.0 | 3.3 | 3.5 | 2.7 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 33.9 | 123.7 | 21.2 | N/A | N/A | 33.9 | 9.3 | 117.9 | -16.2 | -6.1 | -37.0 | 16.1 | 7.5 | 3.2 | 26.3 | 120.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2012
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