Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHERX (EQUITY INCOME FUND CLASS C) | 10.67% | 20.48% | 14.27% | 7.86% | 9.50% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHERX (EQUITY INCOME FUND CLASS C) | 03/30/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 20.48 | 14.27 | 7.86 | 9.50 | NA | NA | … | … | 10.67 | 12.61 | 10.58 | 8.32 | -4.55 | 24.00 | -0.06 | 25.11 | -10.75 | 14.99 | 17.62 | -6.85 |
| Sharpe Ratio | NA | 1.78 | 0.92 | 0.36 | 0.45 | NA | NA | … | … | 2.03 | 0.63 | 0.67 | 0.36 | -0.31 | 1.68 | -0.01 | 2.07 | -0.82 | 1.97 | 1.17 | -0.57 |
| Standard Deviation(%) | NA | 10.91 | 12.76 | 14.68 | 17.71 | NA | NA | … | … | 11.99 | 15.57 | 10.45 | 13.09 | 19.69 | 14.26 | 38.18 | 11.40 | 14.94 | 7.31 | 14.92 | 15.60 |
| Draw Down(%) | NA | 7.45 | 14.66 | 18.74 | 39.89 | NA | NA | … | … | 7.45 | 13.99 | 7.64 | 11.44 | 18.74 | 6.67 | 39.89 | 6.58 | 20.82 | 3.53 | 10.61 | 15.84 |
| Yield(%) | 0.00 | 38.25 | 19.16 | 12.64 | 11.11 | 7.32 | 5.49 | … | … | 0.00 | 39.77 | 10.12 | 6.96 | 8.69 | 9.56 | 1.63 | 8.36 | 9.77 | 8.48 | 4.15 | 8.51 |
Data as of 06/08/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHERX (EQUITY INCOME FUND CLASS C) |
-3.88%
Mar 2017 – Mar 2020 |
1.64%
Apr 2015 – Apr 2020 |
6.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHERX (EQUITY INCOME FUND CLASS C) |
18.04%
Mar 2020 – Mar 2023 |
15.57%
Mar 2020 – Mar 2025 |
10.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart