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JHancock Equity Income A (JHEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.25+0.36 (+1.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.10%
5-year average return10.16%
Number of years up6
Number of years down2
Best 1-yr total return (29 May 2024)25.98%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return25.98%
Worst 3-yr total return4.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJHEIXCategory
YTD5.32%4.44%
1-month-3.07%-4.04%
3-month5.61%4.09%
1-year13.28%14.37%
3-year5.43%6.04%
5-year8.62%9.20%
10-year7.74%8.57%
Last bull market23.00%22.97%
Last bear market-10.79%-11.27%

Annual total return (%) history

Year
JHEIXCategory
2024
N/AN/A
2023
9.03%11.63%
2022
-3.81%-5.90%
2021
24.98%26.22%
2020
0.69%2.91%
2019
25.98%25.04%
2018
-9.97%-8.53%
2017
15.83%15.94%
2016
18.48%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.66%N/AN/AN/A
2023-0.75%3.00%-3.30%10.30%
20222.50%-10.79%-6.64%12.67%
202113.20%4.33%-1.09%6.99%
2020-28.64%13.30%3.06%20.84%
201910.93%4.15%2.08%6.82%
2018-2.39%1.75%3.62%-12.52%
20173.21%2.06%4.26%5.47%
20162.69%3.50%4.02%7.16%
2015-0.69%-10.33%5.57%N/A

Rank in category (by total return)

YTD31
1-month19
3-month17
1-year58
3-year66
5-year64

Load adjusted returns

1-year7.61%
3-year3.65%
5-year7.51%
10-year7.19%