Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGSRX (JOHN HANCOCK GLOBAL SHAREHOLDER YIELD FUND CLASS R2) | 15.42% | 27.61% | 20.05% | 8.78% | 8.04% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGSRX (JOHN HANCOCK GLOBAL SHAREHOLDER YIELD FUND CLASS R2) | 03/02/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | 27.61 | 20.05 | 8.78 | 8.04 | NA | NA | … | … | 15.42 | 23.65 | 13.97 | 10.99 | -10.62 | 8.05 | -1.80 | 20.36 | -9.58 | 16.36 | 6.17 | -5.30 | 5.81 | 23.33 | 5.10 |
| Sharpe Ratio | NA | 2.63 | 1.53 | 0.46 | 0.41 | NA | NA | … | … | 3.28 | 1.56 | 1.07 | 0.68 | -0.64 | 0.56 | -0.06 | 2.13 | -0.96 | 2.67 | 0.46 | -0.38 | 0.61 | 2.38 | 0.54 |
| Standard Deviation(%) | NA | 10.18 | 11.41 | 13.84 | 15.34 | NA | NA | … | … | 11.75 | 13.34 | 9.66 | 10.95 | 18.88 | 14.29 | 31.70 | 8.87 | 11.52 | 5.90 | 12.95 | 13.93 | 9.44 | 9.81 | 11.35 |
| Draw Down(%) | NA | 6.94 | 11.98 | 22.47 | 36.50 | NA | NA | … | … | 6.94 | 11.98 | 6.19 | 10.17 | 19.11 | 9.50 | 36.50 | 5.41 | 16.20 | 2.44 | 7.29 | 12.48 | 8.60 | 7.16 | 8.56 |
| Yield(%) | 0.00 | 12.33 | 9.10 | 5.48 | 5.07 | 5.48 | 4.11 | … | … | 0.00 | 14.07 | 8.18 | 4.23 | 2.66 | 2.64 | 2.24 | 5.11 | 5.00 | 2.86 | 2.46 | 6.91 | 7.44 | 7.09 | 2.74 |
Data as of 06/10/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSRX (JOHN HANCOCK GLOBAL SHAREHOLDER YIELD FUND CLASS R2) |
-3.58%
Mar 2017 – Mar 2020 |
-0.82%
Mar 2015 – Mar 2020 |
2.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSRX (JOHN HANCOCK GLOBAL SHAREHOLDER YIELD FUND CLASS R2) |
21.84%
May 2023 – May 2026 |
11.08%
Oct 2020 – Oct 2025 |
8.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart