NasdaqGM - Delayed Quote USD

John Hancock Financial Industri (0P00019J1U)

16.48 +0.14 (+0.86%)
At close: April 5 at 4:00 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.80%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 6.87%
5y Average Return 8.20%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00019J1UCategory Average0P00019J1UCategory Average0P00019J1UCategory Average
Alpha -1.38 -0.05 -0.77 -0.02 -0.9 0.01
BETA 0.87 0.01 1.03 0.01 1.05 0.01
Mean Annual Return 0.5 0.01 0.96 0.01 0.74 0.01
R-squared 57.11 0.76 70.67 0.66 64.82 0.67
Standard Deviation 19.06 0.27 21.75 0.22 19.12 0.2
Sharpe Ratio 0.16 0 0.43 0.01 0.39 0.01
Treynor Ratio 1.58 0.08 7.12 0.11 5.53 0.1

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