Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHFEX (John Hancock Investment Trust – Fundamental Equity Income Fund) | 5.45% | 15.83% | 15.31% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHFEX (John Hancock Investment Trust – Fundamental Equity Income Fund) | 06/28/2022 | 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 (%) | 0.35 | 15.83 | 15.31 | NA | NA | NA | NA | … | … | 5.45 | 12.39 | 15.81 | 21.10 | 2.88 |
| Sharpe Ratio | NA | 1.31 | 0.99 | NA | NA | NA | NA | … | … | 0.87 | 0.64 | 1.14 | 1.34 | 0.15 |
| Standard Deviation(%) | NA | 10.75 | 12.54 | NA | NA | NA | NA | … | … | 11.48 | 14.88 | 10.67 | 13.12 | 22.58 |
| Draw Down(%) | NA | 7.27 | 14.74 | NA | NA | NA | NA | … | … | 7.27 | 14.27 | 5.83 | 10.15 | 16.53 |
| Yield(%) | 0.00 | 25.20 | 14.49 | 9.84 | 4.92 | 3.28 | 2.46 | … | … | 0.00 | 26.13 | 6.93 | 7.28 | 1.05 |
Data as of 06/09/2026, Common starting date is 06/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHFEX (John Hancock Investment Trust – Fundamental Equity Income Fund) |
13.21%
Jul 2022 – Jul 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 |
|---|---|---|---|---|
| JHFEX (John Hancock Investment Trust – Fundamental Equity Income Fund) |
20.11%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart