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Performance analysis of HPI (John Hancock Preferred Income Fund)

Annual Return

Over the past 3 years, HPI has had an average annual return of +12.87%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, HPI has had an average annual return of +3.24%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, HPI has had an average annual return of +4.85%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Jul 15, 2003, HPI has had an average annual return of +6.81%, underperforming the benchmark SPY, which returned +11.25% annual.

202620252024202320222021202020192018201720162015
+2.68%+6.54%+14.95%+8.36%-15.77%+13.18%-6.99%+30.88%-4.78%+13.82%+9.89%+5.92%
201420132012201120102009200820072006200520042003
+24.34%-11.52%+9.88%+25.44%+18.44%+37.95%-18.02%-18.76%+30.86%-6.24%+3.73%+7.98%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.12%+0.20%-1.92%+5.02%+0.06%-0.71%+2.68%
2025+4.33%+0.65%-3.61%-3.38%+0.07%+2.05%+1.21%+0.73%+8.88%+0.78%-1.65%-3.04%+6.54%
2024+1.58%+4.29%+0.99%-1.48%+3.34%+0.92%+5.48%+0.90%+8.84%-4.61%-1.05%-4.38%+14.95%
2023+9.91%-2.60%-5.48%-0.65%-8.42%+7.23%+4.58%-2.52%-3.86%-8.68%+16.24%+5.51%+8.36%
2022-5.93%-3.78%+4.39%-7.19%+6.30%-6.38%+7.39%-3.61%-9.79%+3.76%-0.03%-0.35%-15.77%
2021-5.74%+2.92%+9.66%+0.59%+2.70%+2.96%+0.66%+2.11%-1.49%+2.49%-5.21%+1.68%+13.18%
2020+2.10%-13.03%-19.75%+14.99%+5.90%+1.97%+7%-2.66%-5.92%-3.90%+7.88%+3.48%-6.99%
2019+12.77%+3.62%+5.05%+1.94%+0.36%+1.75%+5.50%-1.31%+1.87%-5.30%-2.29%+4.36%+30.88%
2018-4.33%+0.06%+1.92%+0.54%+4.91%+2.86%+1.43%+3.66%-2.18%-4.87%+0.80%-8.79%-4.78%
2017+3.89%+2.16%+0.41%+4.20%+0.73%-0.09%+2.62%-1.62%+1.30%+0.27%-1.98%+1.32%+13.82%

Drawdown analysis of HPI (John Hancock Preferred Income Fund)

The maximum drawdown for the HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 273 trading sessions.

The current HPI drawdown is -3.06%.

Since Jul 15, 2003 HPI has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 6 times
  • 10% or more: 13 times
DepthStartTo BottomBottomTo RecoverEndTotal
-67.57%Apr 13, 2007479Mar 9, 2009273Apr 8, 2010752
-57.98%Feb 11, 202025Mar 18, 2020322Jun 28, 2021347
-30.06%Nov 9, 2021494Oct 27, 2023178Jul 16, 2024672
-25.26%May 8, 2013152Dec 12, 2013290Feb 9, 2015442
-21.51%Mar 16, 200438May 10, 2004111Oct 18, 2004149
-21.38%Sep 5, 201876Dec 24, 201848Mar 6, 2019124
-18.90%Oct 10, 2024121Apr 7, 2025OngoingOngoingOngoing
-16.96%Aug 9, 201668Nov 14, 2016114May 1, 2017182
-15.81%Feb 10, 200528Mar 23, 2005237Mar 2, 2006265
-14.70%Jul 22, 201111Aug 8, 201115Aug 29, 201126
-13.13%Apr 8, 201030May 20, 201042Jul 21, 201072
-12.39%Aug 8, 201268Nov 15, 201242Jan 17, 2013110
-10.18%Apr 10, 201594Aug 24, 201592Jan 5, 2016186
-9.75%Sep 9, 201068Dec 15, 201096May 4, 2011164
-9.07%Oct 1, 201944Dec 3, 201946Feb 10, 202090
-7.90%Mar 24, 200640May 22, 200643Jul 24, 200683
-7.86%Oct 20, 201772Feb 5, 201878May 29, 2018150
-7.59%Feb 28, 201257May 18, 201221Jun 19, 201278
-6.83%Sep 20, 201146Nov 23, 201120Dec 22, 201166
-5.38%Jul 15, 200313Aug 1, 200342Oct 1, 200355
-5.04%Nov 3, 20043Nov 8, 200412Nov 24, 200415
-4.77%Mar 30, 20163Apr 4, 201612Apr 20, 201615
-4.74%Jul 31, 20243Aug 5, 202415Aug 26, 202418
-4.60%Aug 7, 20173Aug 10, 201750Oct 20, 201753
-4.52%Jan 12, 20165Jan 20, 20168Feb 1, 201613