Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JWSOX (JHancock New Opportunities R6) | NA | -21.15% | -1.85% | 1.48% | 4.81% | NA | NA | … | … |
Data as of 08/28/2025, Common starting date is 05/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JWSOX (JHancock New Opportunities R6) | 05/28/2015 | 08/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.46 | -21.15 | -1.85 | 1.48 | 4.81 | NA | NA | … | … | -22.87 | 6.60 | 9.61 | -27.56 | 5.46 | 25.81 | 22.07 | -14.38 | 14.35 | 20.46 | -9.72 |
| Sharpe Ratio | NA | -0.67 | -0.20 | -0.03 | 0.14 | NA | NA | … | … | -0.84 | 0.00 | 0.28 | -0.93 | 0.25 | 0.65 | 1.24 | -0.87 | 1.16 | 1.09 | -0.90 |
| Standard Deviation(%) | NA | 36.26 | 27.02 | 25.74 | 24.32 | NA | NA | … | … | 42.39 | 19.32 | 19.45 | 31.24 | 21.60 | 39.25 | 16.65 | 18.01 | 11.86 | 18.52 | 17.58 |
| Draw Down(%) | NA | 30.72 | 30.72 | 32.45 | 41.51 | NA | NA | … | … | 29.24 | 10.17 | 17.73 | 29.65 | 18.74 | 39.17 | 12.82 | 28.44 | 6.94 | 13.75 | 15.10 |
| Yield(%) | 0.00 | 2.53 | 5.34 | 6.01 | 6.83 | 4.24 | 3.18 | … | … | 0.00 | 2.73 | 5.29 | 7.08 | 9.01 | 3.48 | 3.87 | 15.39 | 7.97 | 0.80 | 8.39 |
Data as of 08/28/2025, Common starting date is 05/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JWSOX (JHancock New Opportunities R6) |
-4.43%
Mar 2017 – Mar 2020 |
3.41%
Sep 2018 – Sep 2023 |
6.43%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JWSOX (JHancock New Opportunities R6) |
21.95%
Dec 2018 – Dec 2021 |
16.16%
Feb 2016 – Feb 2021 |
6.64%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart