Performance analysis of HPS (John Hancock Preferred Income Fund III)
Annual Return
Over the past 3 years, HPS has had an average annual return of +11.01%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HPS has had an average annual return of +3.10%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HPS has had an average annual return of +5.40%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 17, 2003, HPS has had an average annual return of +6.32%, underperforming the benchmark SPY, which returned +11.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.56% | +4.92% | +15.65% | +7.72% | -16.54% | +16.46% | -3.00% | +31.42% | -8.36% | +14.36% | +7.39% | +7.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +24.61% | -9.64% | +18.45% | +16.44% | +15.22% | +54.58% | -31.76% | -12.27% | +21.19% | -3.65% | -0.57% | +3.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.65% | +1.44% | -2.92% | +4.94% | -0.41% | -1.02% | +4.56% | ||||||
| 2025 | +0.38% | +3.53% | -1.80% | -2.90% | -0.63% | +0.85% | +1.62% | +3.56% | +5.23% | +0.72% | -2.27% | -3.07% | +4.92% |
| 2024 | +6.24% | +2.64% | +2.31% | -1.82% | +4.20% | +2.32% | +3.10% | +1.82% | +6.01% | -6.24% | -1.19% | -3.95% | +15.65% |
| 2023 | +9.16% | -2.31% | -2.82% | -0.47% | -5.53% | +4.29% | +3.30% | -0.62% | -5.11% | -9.21% | +11.63% | +7.37% | +7.72% |
| 2022 | -5.63% | +0.19% | +3.23% | -3.96% | +1.60% | -8.23% | +8.93% | -6.62% | -4.66% | +2.44% | -1.24% | -2.66% | -16.54% |
| 2021 | -3.24% | +1.06% | +9.74% | +2.70% | +2.66% | +1.89% | +0.88% | +1.72% | -3.34% | +5.57% | -3.69% | +0.15% | +16.46% |
| 2020 | +2.28% | -11.85% | -20.06% | +13.71% | +4.19% | -0.98% | +6.47% | +0.11% | -2.50% | -0.90% | +9.18% | +2.01% | -3.00% |
| 2019 | +15.01% | +3.07% | +1.81% | +2.42% | -1.30% | +4.09% | +1.67% | -1.52% | +5.37% | -3.70% | +0.21% | +1.64% | +31.42% |
| 2018 | -5.57% | -0.43% | +2.09% | +1.55% | +2.78% | +3.39% | -0.48% | +4.65% | -2.04% | -2.87% | -1.95% | -8.94% | -8.36% |
| 2017 | +3.97% | +2.65% | -0.61% | +3.27% | +1.18% | +1.39% | +0.95% | -1.71% | +0.83% | -0.95% | +0.29% | +2.40% | +14.36% |
Drawdown analysis of HPS (John Hancock Preferred Income Fund III)
The maximum drawdown for the HPS was -69.92%, occurring on Mar 9, 2009. Recovery took 348 trading sessions.
The current HPS drawdown is -2.38%.
Since Jun 17, 2003 HPS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.92% | Apr 10, 2007 | 482 | Mar 9, 2009 | 348 | Jul 26, 2010 | 830 |
| -52.10% | Feb 6, 2020 | 31 | Mar 23, 2020 | 258 | Mar 31, 2021 | 289 |
| -29.36% | Nov 1, 2021 | 501 | Oct 30, 2023 | 165 | Jun 27, 2024 | 666 |
| -22.85% | May 9, 2013 | 151 | Dec 12, 2013 | 240 | Nov 25, 2014 | 391 |
| -21.28% | Sep 12, 2018 | 71 | Dec 24, 2018 | 44 | Feb 28, 2019 | 115 |
| -19.34% | Apr 1, 2004 | 26 | May 10, 2004 | 110 | Oct 15, 2004 | 136 |
| -17.68% | Sep 8, 2016 | 47 | Nov 14, 2016 | 139 | Jun 6, 2017 | 186 |
| -17.54% | Sep 30, 2024 | 130 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -16.38% | Jun 23, 2011 | 31 | Aug 8, 2011 | 15 | Aug 29, 2011 | 46 |
| -13.48% | Nov 24, 2004 | 83 | Mar 28, 2005 | 354 | Aug 21, 2006 | 437 |
| -11.26% | Sep 24, 2010 | 57 | Dec 15, 2010 | 102 | May 12, 2011 | 159 |
| -11.17% | Apr 9, 2015 | 95 | Aug 24, 2015 | 85 | Dec 23, 2015 | 180 |
| -11.13% | Sep 1, 2011 | 22 | Oct 4, 2011 | 17 | Oct 27, 2011 | 39 |
| -10.92% | Oct 8, 2012 | 26 | Nov 15, 2012 | 45 | Jan 23, 2013 | 71 |
| -9.01% | Jul 2, 2003 | 38 | Aug 26, 2003 | 66 | Nov 28, 2003 | 104 |
| -8.33% | Jan 10, 2018 | 21 | Feb 9, 2018 | 77 | Jun 1, 2018 | 98 |
| -7.38% | May 7, 2012 | 9 | May 18, 2012 | 34 | Jul 9, 2012 | 43 |
| -6.13% | Jan 8, 2016 | 7 | Jan 20, 2016 | 8 | Feb 1, 2016 | 15 |
| -5.20% | Oct 1, 2019 | 30 | Nov 12, 2019 | 53 | Jan 30, 2020 | 83 |
| -4.97% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -4.83% | Feb 28, 2012 | 5 | Mar 6, 2012 | 27 | Apr 13, 2012 | 32 |
| -4.76% | Nov 15, 2011 | 9 | Nov 29, 2011 | 19 | Dec 27, 2011 | 28 |
| -4.73% | Sep 2, 2021 | 16 | Sep 27, 2021 | 13 | Oct 14, 2021 | 29 |
| -4.47% | Feb 3, 2016 | 7 | Feb 12, 2016 | 6 | Feb 23, 2016 | 13 |
| -4.39% | Aug 2, 2017 | 73 | Nov 14, 2017 | 31 | Dec 29, 2017 | 104 |