Performance analysis of HEQ (John Hancock Hedged equity & Income Fund)
Annual Return
Over the past 3 years, HEQ has had an average annual return of +11.77%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HEQ has had an average annual return of +6.81%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HEQ has had an average annual return of +7.26%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 27, 2011, HEQ has had an average annual return of +5.87%, underperforming the benchmark SPY, which returned +14.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.33% | +15.66% | +11.74% | -3.18% | -2.97% | +24.46% | -14.12% | +26.75% | -17.35% | +23.10% | +19.82% | -2.38% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +4.04% | +21.15% | +12.89% | -23.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.07% | +3.70% | -3.32% | +6.17% | +3.38% | -1.58% | -0.26% | +11.33% | |||||
| 2025 | +2.05% | +1.54% | +0.71% | -2.63% | +4.14% | +2.70% | -1.04% | +2.96% | +1.12% | +0.94% | +1.67% | +0.65% | +15.66% |
| 2024 | -0.30% | +1.99% | +5.18% | -4.67% | +4.20% | +2.17% | +3.18% | +2.14% | +2.54% | -2.28% | +3.64% | -5.94% | +11.74% |
| 2023 | +6.09% | -4.02% | +1.89% | -2.49% | -10.23% | +8.81% | +0.65% | -2.31% | -7.48% | -2.30% | +7.49% | +2.56% | -3.18% |
| 2022 | -0.69% | -1.01% | +4.18% | +0.31% | +2.45% | -9.99% | +2.89% | +2.07% | -2.50% | -2.55% | +8.10% | -5.05% | -2.97% |
| 2021 | -2.18% | +4.74% | +5.34% | +2.41% | +4.38% | +5.33% | +0.45% | -0.45% | -3.35% | +3.19% | +1.85% | +0.84% | +24.46% |
| 2020 | -0.07% | -10.94% | -21.10% | +6.79% | +4.97% | +1.84% | -0.98% | +1.80% | -4.28% | -7.01% | +14.57% | +4.21% | -14.12% |
| 2019 | +10.63% | +1.38% | +2.94% | -0.75% | -6.77% | +6.36% | +0.57% | -2.89% | +3.24% | +2.09% | +1.49% | +6.78% | +26.75% |
| 2018 | -0.52% | -3.64% | +0.71% | +3.89% | -0.29% | +0.92% | -3.93% | -0.37% | +0.30% | -8.82% | +0.06% | -6.52% | -17.35% |
| 2017 | +2.86% | +1.55% | +5.02% | -0.24% | +2.26% | +1.02% | +5.29% | -2.24% | +2.90% | +0.39% | -1.75% | +4.22% | +23.10% |
Drawdown analysis of HEQ (John Hancock Hedged equity & Income Fund)
The maximum drawdown for the HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 319 trading sessions.
The current HEQ drawdown is -1.84%.
Since May 27, 2011 HEQ has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.30% | Jan 15, 2020 | 46 | Mar 23, 2020 | 319 | Jun 28, 2021 | 365 |
| -32.39% | Jul 8, 2011 | 61 | Oct 4, 2011 | 513 | Oct 18, 2013 | 574 |
| -26.16% | May 11, 2018 | 156 | Dec 24, 2018 | 246 | Dec 16, 2019 | 402 |
| -25.36% | May 25, 2022 | 358 | Oct 27, 2023 | 405 | Jun 11, 2025 | 763 |
| -21.69% | Jul 24, 2014 | 375 | Jan 20, 2016 | 142 | Aug 11, 2016 | 517 |
| -7.91% | Jan 2, 2018 | 23 | Feb 5, 2018 | 59 | May 1, 2018 | 82 |
| -7.72% | Jul 14, 2021 | 111 | Dec 20, 2021 | 13 | Jan 7, 2022 | 124 |
| -7.33% | Oct 3, 2016 | 10 | Oct 17, 2016 | 47 | Dec 22, 2016 | 57 |
| -7.12% | Apr 18, 2022 | 18 | May 12, 2022 | 6 | May 20, 2022 | 24 |
| -7.00% | Jan 14, 2022 | 34 | Mar 7, 2022 | 16 | Mar 29, 2022 | 50 |
| -6.91% | Feb 25, 2026 | 22 | Mar 27, 2026 | 11 | Apr 14, 2026 | 33 |
| -6.04% | Oct 20, 2017 | 18 | Nov 15, 2017 | 23 | Dec 19, 2017 | 41 |
| -5.98% | Jul 31, 2017 | 8 | Aug 10, 2017 | 30 | Sep 22, 2017 | 38 |
| -4.53% | Sep 7, 2016 | 2 | Sep 9, 2016 | 16 | Oct 3, 2016 | 18 |
| -4.51% | Jan 22, 2014 | 8 | Feb 3, 2014 | 18 | Feb 28, 2014 | 26 |
| -4.16% | May 29, 2026 | 19 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -3.58% | Oct 30, 2013 | 33 | Dec 17, 2013 | 15 | Jan 9, 2014 | 48 |
| -3.08% | Apr 22, 2026 | 18 | May 18, 2026 | 6 | May 27, 2026 | 24 |
| -2.81% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -2.58% | Mar 29, 2022 | 10 | Apr 12, 2022 | 3 | Apr 18, 2022 | 13 |
| -2.36% | Dec 22, 2016 | 5 | Dec 30, 2016 | 5 | Jan 9, 2017 | 10 |
| -2.06% | Oct 3, 2025 | 5 | Oct 10, 2025 | 3 | Oct 15, 2025 | 8 |
| -1.94% | Oct 27, 2025 | 6 | Nov 4, 2025 | 6 | Nov 12, 2025 | 12 |
| -1.93% | May 5, 2017 | 8 | May 17, 2017 | 4 | May 23, 2017 | 12 |
| -1.93% | May 16, 2014 | 1 | May 19, 2014 | 3 | May 22, 2014 | 4 |