Performance analysis of BTO (John Hancock Financial Opportunities Fund)
Annual Return
Over the past 3 years, BTO has had an average annual return of +20.36%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BTO has had an average annual return of +3.91%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BTO has had an average annual return of +10.02%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, BTO has had an average annual return of +8.54%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.54% | +5.87% | +28.90% | -1.13% | -23.55% | +61.97% | -8.57% | +38.88% | -25.66% | +13.09% | +38.59% | +25.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.27% | +41.28% | +36.68% | -15.54% | +29.50% | +8.93% | -35.78% | -23.08% | +20.97% | -3.21% | +16.25% | +45.91% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +1.78% | +7.53% | +15.17% | -8.76% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.98% | -4.98% | +2.56% | +3.40% | -1.19% | -1.86% | +4.54% | ||||||
| 2025 | +5.10% | -4.96% | -2.38% | -6.16% | +6.84% | +5.53% | -0.96% | +7.44% | -2.85% | -6.14% | +1.45% | +4.26% | +5.87% |
| 2024 | +1.46% | -6.42% | +5.87% | -7.88% | +3.05% | +2.14% | +16.89% | +2.17% | +1.14% | +2.98% | +15.37% | -7.85% | +28.90% |
| 2023 | +12.25% | -6.26% | -10.98% | -9.69% | -6.31% | +6.16% | +15.77% | -13.17% | -0.15% | -9.37% | +12.98% | +14.33% | -1.13% |
| 2022 | +1.42% | -8.55% | -5.79% | -10.57% | +7.34% | -2.11% | +4.20% | -7.96% | -9.77% | +9.38% | +5.79% | -7.03% | -23.55% |
| 2021 | +1.42% | +14.88% | +10.26% | +0.85% | +7.55% | -8.74% | +2.35% | +14.45% | -1.97% | +3.62% | -5.08% | +12.80% | +61.97% |
| 2020 | -7.80% | -11.89% | -36.25% | +21.05% | +7.07% | -1.36% | -7.85% | +8.84% | -4.59% | +3.69% | +28.94% | +7.93% | -8.57% |
| 2019 | +19.73% | +4.75% | -7.42% | +7.37% | -10.77% | +7.21% | +3.66% | -8.69% | +7.33% | +3.98% | +5.92% | +4.08% | +38.88% |
| 2018 | +1.04% | -1.86% | -0.77% | +1.04% | -0.44% | -2.65% | +3.47% | +0.49% | -3.41% | -7.22% | +9.61% | -24.48% | -25.66% |
| 2017 | +0.47% | -0.22% | -5.53% | +3.59% | -4.54% | +8.30% | -1.28% | -6.27% | +13.04% | +0.86% | -0.35% | +6.06% | +13.09% |
Drawdown analysis of BTO (John Hancock Financial Opportunities Fund)
The maximum drawdown for the BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1053 trading sessions.
The current BTO drawdown is -7.69%.
Since Nov 1, 1999 BTO has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 8 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.25% | Feb 7, 2007 | 523 | Mar 6, 2009 | 1053 | May 13, 2013 | 1576 |
| -65.61% | Jan 2, 2020 | 55 | Mar 23, 2020 | 206 | Jan 14, 2021 | 261 |
| -51.73% | Jan 13, 2022 | 333 | May 12, 2023 | 682 | Feb 2, 2026 | 1015 |
| -36.21% | Nov 16, 1999 | 80 | Mar 13, 2000 | 202 | Dec 28, 2000 | 282 |
| -32.87% | Mar 12, 2018 | 199 | Dec 24, 2018 | 257 | Jan 2, 2020 | 456 |
| -30.89% | Dec 4, 2015 | 46 | Feb 11, 2016 | 130 | Aug 17, 2016 | 176 |
| -22.14% | May 17, 2002 | 100 | Oct 9, 2002 | 159 | May 29, 2003 | 259 |
| -21.62% | Jan 3, 2001 | 177 | Sep 21, 2001 | 66 | Dec 26, 2001 | 243 |
| -18.03% | Jun 8, 2021 | 8 | Jun 18, 2021 | 47 | Aug 25, 2021 | 55 |
| -17.22% | Mar 5, 2004 | 45 | May 10, 2004 | 103 | Oct 6, 2004 | 148 |
| -16.51% | Jul 23, 2015 | 23 | Aug 25, 2015 | 55 | Nov 11, 2015 | 78 |
| -15.21% | Feb 6, 2026 | 24 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -15.12% | Jul 3, 2017 | 46 | Sep 7, 2017 | 16 | Sep 29, 2017 | 62 |
| -13.88% | Jul 26, 2013 | 51 | Oct 8, 2013 | 54 | Dec 24, 2013 | 105 |
| -11.96% | May 15, 2013 | 27 | Jun 24, 2013 | 8 | Jul 5, 2013 | 35 |
| -11.74% | Apr 1, 2014 | 137 | Oct 15, 2014 | 37 | Dec 8, 2014 | 174 |
| -11.43% | Aug 25, 2021 | 18 | Sep 21, 2021 | 13 | Oct 8, 2021 | 31 |
| -11.43% | Mar 1, 2017 | 18 | Mar 27, 2017 | 68 | Jul 3, 2017 | 86 |
| -10.69% | Dec 29, 2014 | 22 | Jan 30, 2015 | 32 | Mar 18, 2015 | 54 |
| -9.99% | Dec 31, 2004 | 59 | Mar 29, 2005 | 174 | Dec 2, 2005 | 233 |
| -9.89% | Jan 14, 2021 | 10 | Jan 29, 2021 | 11 | Feb 16, 2021 | 21 |
| -9.84% | Jan 22, 2014 | 8 | Feb 3, 2014 | 32 | Mar 20, 2014 | 40 |
| -9.49% | Jan 24, 2018 | 8 | Feb 5, 2018 | 24 | Mar 12, 2018 | 32 |
| -9.34% | Nov 3, 2021 | 19 | Dec 1, 2021 | 20 | Dec 30, 2021 | 39 |
| -8.86% | Oct 26, 2017 | 12 | Nov 13, 2017 | 14 | Dec 4, 2017 | 26 |