Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHEQX (John Hancock Hedged Equity & Income Fund) | 4.98% | 13.64% | 11.62% | 7.12% | 4.94% | 3.47% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHEQX (John Hancock Hedged Equity & Income Fund) | 06/08/2011 | 06/11/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | 13.64 | 11.62 | 7.12 | 4.94 | 3.47 | NA | … | … | 4.98 | 13.90 | 8.92 | 8.76 | -1.01 | 11.54 | -4.47 | 7.46 | -12.09 | 11.89 | 0.36 | -7.90 | 2.74 | 15.40 | 2.99 | -7.29 |
| Sharpe Ratio | NA | 1.71 | 1.10 | 0.51 | 0.28 | NA | NA | … | … | 1.27 | 1.26 | 0.70 | 0.59 | -0.18 | 1.68 | -0.22 | 0.80 | -1.59 | 1.64 | 0.01 | -0.71 | 0.37 | 1.72 | 0.30 | -0.53 |
| Standard Deviation(%) | NA | 7.69 | 8.30 | 9.52 | 10.83 | NA | NA | … | … | 9.61 | 8.81 | 7.55 | 8.75 | 13.36 | 6.87 | 21.19 | 7.44 | 8.48 | 6.87 | 11.38 | 11.20 | 7.26 | 8.91 | 9.79 | 23.68 |
| Draw Down(%) | NA | 6.65 | 9.38 | 14.79 | 34.53 | NA | NA | … | … | 6.65 | 8.59 | 5.37 | 6.72 | 14.79 | 3.75 | 29.59 | 6.22 | 16.47 | 3.35 | 8.10 | 13.67 | 8.78 | 5.97 | 7.50 | 17.41 |
| Yield(%) | 0.00 | 8.34 | 8.06 | 7.48 | 6.07 | 4.59 | 3.41 | … | … | 2.04 | 8.60 | 8.60 | 9.21 | 8.89 | 9.14 | 8.94 | 4.62 | 6.49 | 6.86 | 0.00 | 0.00 | 9.71 | 3.92 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHEQX (John Hancock Hedged Equity & Income Fund) |
-7.01%
Mar 2017 – Mar 2020 |
-5.24%
Mar 2015 – Mar 2020 |
0.70%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHEQX (John Hancock Hedged Equity & Income Fund) |
13.70%
Sep 2022 – Sep 2025 |
10.44%
Mar 2020 – Mar 2025 |
5.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart