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Nasdaq - Delayed Quote USD

John Hancock Financial Industries Fund Class B (FIDBX)

14.82
-0.15
(-1.00%)
At close: December 17 at 8:01:10 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 11.32%
5y Average Return 5.91%
Number of Years Up 14
Number of Years Down 8
Best 1Y Total Return (Feb 4, 2019) 36.49%
Worst 1Y Total Return (Feb 4, 2019) -48.03%
Best 3Y Total Return 36.49%
Worst 3Y Total Return -16.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIDBX
Category
YTD
-13.38%
23.64%
1-Month
3.12%
-3.05%
3-Month
7.51%
5.29%
1-Year
-2.14%
61.45%
3-Year
1.30%
10.74%
5-Year
4.82%
14.55%
10-Year
9.22%
11.64%
Last Bull Market
35.53%
28.35%
Last Bear Market
-29.15%
-25.24%

Annual Total Return (%) History

Year
FIDBX
Category
2020
--
-1.15%
2019
30.30%
28.39%
2018
-15.86%
-14.21%
2017
12.52%
16.72%
2016
19.29%
19.09%
2015
-3.10%
-0.87%
2014
5.00%
4.90%
2013
36.49%
34.57%

2012
34.09%
24.77%
2011
-15.06%
-15.12%
2010
10.04%
11.13%
2009
24.97%
25.26%
2008
-48.03%
-43.91%
2007
-5.03%
-11.64%
2006
16.63%
16.90%
2005
9.21%
6.74%
2004
8.95%
14.02%
2003
25.56%
33.56%
2002
-16.96%
-10.28%
2001
-18.46%
-2.05%
2000
29.54%
27.74%
1999
-1.64%
-1.79%
1998
4.15%
6.05%
1997
--
47.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -30.25% 17.10% 1.35% --
2019 10.20% 7.02% 1.07% 9.31%
2018 -0.66% -0.61% 3.18% -17.41%
2017 1.37% 2.71% 4.45% 3.46%
2016 -8.38% -1.26% 7.99% 22.10%
2015 -0.37% 3.60% -9.22% 3.42%
2014 3.31% -0.57% -1.77% 4.05%
2013 11.51% 5.00% 5.22% 10.78%
2012 22.57% -3.88% 8.97% 4.44%
2011 5.22% -4.48% -25.05% 12.77%

2010 9.16% -13.95% 5.41% 11.15%
2009 -15.59% 23.37% 21.19% -0.98%
2008 -15.89% -10.00% -0.28% -31.15%
2007 -0.91% 4.47% -4.13% -4.32%
2006 4.54% -2.25% 5.72% 7.96%
2005 -4.83% 4.38% 1.90% 7.90%
2004 3.26% -1.32% -1.11% 8.11%
2003 -6.11% 17.06% 3.59% 10.27%
2002 1.36% -7.81% -14.24% 3.63%
2001 -14.12% 5.57% -15.79% 6.79%
2000 3.84% 0.62% 22.71% 1.05%
1999 0.75% 4.31% -14.90% 9.99%
1998 10.25% 1.36% -20.21% 16.81%
1997 16.61% 14.32% 5.15% --

Rank in Category (By Total Return)

YTD 18
1-Month 73
3-Month 52
1-Year 17
3-Year 45
5-Year 52

Load Adjusted Returns

1-Year -6.68%
3-Year 0.48%
5-Year 4.51%
10-Year 9.22%

Performance & Risk

YTD Return 11.32%
5y Average Return 5.91%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family John Hancock
Net Assets 608.89M
YTD Return -13.38%
Yield 0.70%
Morningstar Rating
Inception Date Jan 14, 1997

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) 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 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 Standard & Poor's Ratings Services or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

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