Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEQ (John Hancock Hedged Equity & Income Fund) | 11.61% | 22.29% | 14.97% | 7.83% | 7.54% | 6.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/26/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEQ (John Hancock Hedged Equity & Income Fund) | 05/26/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.59 | 22.29 | 14.97 | 7.83 | 7.54 | 6.01 | NA | … | … | 11.61 | 15.64 | 11.70 | -3.14 | -3.08 | 24.44 | -14.28 | 26.75 | -17.35 | 24.40 | 19.83 | -2.38 | 4.04 | 21.15 | 12.90 | -23.37 |
| Sharpe Ratio | NA | 1.87 | 0.97 | 0.31 | 0.31 | NA | NA | … | … | 2.04 | 1.03 | 0.80 | -0.48 | -0.17 | 1.82 | -0.37 | 1.75 | -1.25 | 2.20 | 1.28 | -0.20 | 0.32 | 1.68 | 1.11 | -1.39 |
| Standard Deviation(%) | NA | 10.51 | 12.03 | 16.52 | 19.12 | NA | NA | … | … | 13.08 | 12.91 | 10.11 | 14.37 | 26.33 | 13.39 | 39.36 | 14.46 | 15.02 | 10.86 | 15.34 | 12.09 | 12.57 | 12.58 | 11.65 | 25.73 |
| Draw Down(%) | NA | 6.92 | 14.12 | 25.37 | 44.38 | NA | NA | … | … | 6.92 | 9.91 | 7.91 | 20.73 | 20.21 | 7.76 | 44.38 | 9.44 | 26.16 | 6.04 | 11.62 | 12.20 | 12.70 | 6.20 | 9.44 | 32.38 |
| Yield(%) | 0.00 | 9.51 | 9.84 | 8.31 | 8.32 | 6.48 | 4.87 | … | … | 2.32 | 9.73 | 9.94 | 9.25 | 8.92 | 10.27 | 8.95 | 11.39 | 8.56 | 10.38 | 10.52 | 9.23 | 8.89 | 8.57 | 8.69 | 3.35 |
Data as of 06/05/2026, Common starting date is 05/26/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQ (John Hancock Hedged Equity & Income Fund) |
-8.62%
Oct 2017 – Oct 2020 |
-0.33%
May 2018 – May 2023 |
3.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQ (John Hancock Hedged Equity & Income Fund) |
16.04%
May 2023 – May 2026 |
12.90%
Dec 2012 – Dec 2017 |
8.75%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart