Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JAGPX (John Hancock Trust – Small Cap Trust) 8.02% 23.98% 13.65% NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/04/2022
More Performance Analytics Comparison
Name Start Date End Date
JAGPX (John Hancock Trust – Small Cap Trust) 01/04/2022 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -1.79 23.98 13.65 NA NA NA NA 8.02 14.79 12.54 16.31 -50.38
Sharpe Ratio NA 1.14 0.52 NA NA NA NA 0.63 0.53 0.32 0.64 -1.18
Standard Deviation(%) NA 18.49 20.33 NA NA NA NA 20.50 22.88 18.92 19.01 44.09
Draw Down(%) NA 13.84 26.83 NA NA NA NA 13.84 25.31 10.09 17.06 51.33
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 01/04/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAGPX (John Hancock Trust – Small Cap Trust) -12.40%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAGPX (John Hancock Trust – Small Cap Trust) 16.90%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return