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Nasdaq - Delayed Quote USD

JHancock Financial Industries C (FIDCX)

14.07
+0.98
+(7.49%)
At close: 8:03:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.20%
5y Average Return 11.95%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 8, 2025) 36.46%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 36.46%
Worst 3Y Total Return 3.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIDCX
Category
YTD
-0.46%
23.64%
1-Month
-5.42%
-3.05%
3-Month
-0.46%
5.29%
1-Year
17.09%
61.45%
3-Year
5.67%
10.74%
5-Year
16.19%
14.55%
10-Year
7.76%
11.64%
Last Bull Market
32.30%
28.35%
Last Bear Market
-15.71%
-25.24%

Annual Total Return (%) History

Year
FIDCX
Category
2025
--
--
2024
28.93%
--
2023
4.21%
--
2022
-14.76%
--
2021
28.46%
--
2020
0.80%
-1.15%
2019
30.31%
28.39%
2018
-15.84%
-14.21%

2017
12.49%
16.72%
2016
19.25%
19.09%
2015
-3.04%
-0.87%
2014
5.06%
4.90%
2013
36.46%
34.57%
2012
34.20%
24.77%
2011
-15.06%
-15.12%
2010
10.04%
11.13%
2009
24.97%
25.26%
2008
-47.96%
-43.91%
2007
-5.10%
-11.64%
2006
16.70%
16.90%
2005
9.16%
6.74%
2004
8.95%
14.02%
2003
25.58%
33.56%
2002
-16.97%
-10.28%
2001
-18.47%
-2.05%
2000
29.48%
27.74%
1999
--
-1.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.46% -- -- --
2024 9.59% -1.54% 10.38% 8.24%
2023 -8.75% 0.52% 0.95% 12.55%
2022 -3.41% -15.71% -1.98% 6.80%
2021 13.77% 3.41% 4.33% 4.65%
2020 -30.30% 17.15% 1.42% 21.70%
2019 10.25% 7.00% 1.07% 9.29%
2018 -0.61% -0.66% 3.18% -17.38%
2017 1.37% 2.71% 4.45% 3.45%
2016 -8.36% -1.25% 7.97% 22.06%

2015 -0.31% 3.59% -9.26% 3.48%
2014 3.37% -0.56% -1.77% 4.05%
2013 11.42% 5.08% 5.22% 10.78%
2012 22.57% -3.78% 8.96% 4.44%
2011 5.22% -4.48% -25.05% 12.77%
2010 9.27% -14.04% 5.41% 11.15%
2009 -15.59% 23.37% 21.19% -0.98%
2008 -15.85% -9.92% -0.28% -31.15%
2007 -0.96% 4.48% -4.08% -4.39%
2006 4.60% -2.25% 5.72% 7.96%
2005 -4.83% 4.38% 1.90% 7.84%
2004 3.27% -1.32% -1.11% 8.12%
2003 -6.04% 17.06% 3.53% 10.28%
2002 1.36% -7.82% -14.25% 3.63%
2001 -14.12% 5.58% -15.85% 6.86%
2000 3.77% 0.62% 22.78% 1.00%
1999 4.31% -14.90% 9.99% --

Rank in Category (By Total Return)

YTD 50
1-Month 54
3-Month 50
1-Year 46
3-Year 57
5-Year 79

Load Adjusted Returns

1-Year 16.09%
3-Year 5.67%
5-Year 16.19%
10-Year 7.76%

Performance & Risk

YTD Return -13.20%
5y Average Return 11.95%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family John Hancock
Net Assets 295.68M
YTD Return -0.46%
Yield 0.54%
Morningstar Rating
Inception Date Sep 09, 2016

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.

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