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Nasdaq - Delayed Quote USD

JHancock Equity Income C (JHERX)

17.96
-0.04
(-0.22%)
At close: 8:01:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.04%
5y Average Return 12.72%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 15, 2025) 25.11%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 25.11%
Worst 3Y Total Return 3.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JHERX
Category
YTD
3.65%
4.44%
1-Month
-1.70%
-4.04%
3-Month
3.65%
4.09%
1-Year
5.51%
14.37%
3-Year
4.97%
6.04%
5-Year
15.57%
9.20%
10-Year
7.59%
8.57%
Last Bull Market
12.40%
22.97%
Last Bear Market
-10.96%
-11.27%

Annual Total Return (%) History

Year
JHERX
Category
2025
--
--
2024
10.45%
--
2023
8.28%
11.63%
2022
-4.50%
-5.90%
2021
24.13%
26.22%
2020
-0.04%
2.91%
2019
25.11%
25.04%
2018
-10.60%
-8.53%

2017
14.96%
15.94%
2016
17.63%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.65% -- -- --
2024 8.50% -1.13% 6.49% -3.32%
2023 -0.93% 2.87% -3.52% 10.13%
2022 2.37% -10.96% -6.78% 12.41%
2021 13.08% 4.13% -1.27% 6.77%
2020 -28.75% 13.13% 2.86% 20.57%
2019 10.77% 3.96% 1.90% 6.62%
2018 -2.56% 1.62% 3.38% -12.67%
2017 3.01% 1.92% 4.06% 5.22%
2016 2.45% 3.35% 3.87% 6.95%

2015 -0.83% -10.54% 5.41% --

Rank in Category (By Total Return)

YTD 17
1-Month 18
3-Month 17
1-Year 65
3-Year 81
5-Year 68

Load Adjusted Returns

1-Year 4.56%
3-Year 4.97%
5-Year 15.57%
10-Year 7.59%

Performance & Risk

YTD Return -4.04%
5y Average Return 12.72%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family John Hancock
Net Assets 330.39M
YTD Return 3.65%
Yield 0.83%
Morningstar Rating
Inception Date Mar 27, 2015

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, with at least 65% in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans (including loan participations and assignments (bank loans)) and up to 10% in below-investment-grade fixed-income securities (junk bonds).

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