Performance analysis of HTD (John Hancock Tax- Advantaged Dividend Income)
Annual Return
Over the past 3 years, HTD has had an average annual return of +16.32%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, HTD has had an average annual return of +8.79%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HTD has had an average annual return of +8.49%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 25, 2004, HTD has had an average annual return of +9.63%, underperforming the benchmark SPY, which returned +10.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.75% | +15.88% | +25.70% | -9.94% | -6.22% | +32.37% | -16.52% | +42.77% | -9.17% | +16.49% | +20.66% | -0.87% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +30.83% | +8.33% | +11% | +24.88% | +24.85% | +44.14% | -35.26% | -3.01% | +32.36% | +1.22% | -5.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.05% | +5.44% | -3.65% | +5.37% | -0.54% | +0.03% | +1.68% | +13.75% | |||||
| 2025 | +3.43% | +4.46% | +2.44% | -3.64% | +1.26% | +2.04% | +4.45% | +1.94% | +1.54% | +1.05% | +0.72% | -4.43% | +15.88% |
| 2024 | +1.61% | +1.63% | +2.54% | +0.00398% | +6.66% | -1.60% | +6.15% | +2.26% | +7.91% | -0.31% | +3.36% | -6.28% | +25.70% |
| 2023 | +7.52% | -4.97% | -7.08% | +1.57% | -8.21% | +4.68% | +3.19% | -7.40% | -6.98% | -6.47% | +14.40% | +2.20% | -9.94% |
| 2022 | -5.46% | +0.07% | +5.04% | -1.76% | +3.44% | -10.17% | +5.91% | +0.05% | -12.32% | +9.32% | +4.49% | -2.60% | -6.22% |
| 2021 | -0.47% | +2.13% | +11.22% | +4.35% | -0.20% | +3.53% | +1.68% | -2.22% | -6.05% | +7.84% | -1.24% | +9.15% | +32.37% |
| 2020 | +1.54% | -17.31% | -22.50% | +12.03% | +2.04% | -2.18% | +1.99% | +0.99% | -1.69% | +0.16% | +11.50% | +1.46% | -16.52% |
| 2019 | +14.74% | +4.02% | +2.94% | +1% | -2.71% | +5.98% | +0.38% | +2.88% | +10.15% | -3.02% | +0.07% | +1.09% | +42.77% |
| 2018 | -7.83% | -3.96% | +0.64% | +2.81% | +3.66% | +3% | +0.68% | +0.54% | +0.29% | -3.44% | -0.43% | -4.84% | -9.17% |
| 2017 | +5.68% | +2.01% | +0.13% | +6.60% | +1.77% | -2.68% | +1.67% | +0.55% | +0.50% | -0.48% | +1.05% | -1.07% | +16.49% |
Drawdown analysis of HTD (John Hancock Tax- Advantaged Dividend Income)
The maximum drawdown for the HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 365 trading sessions.
The current HTD drawdown is -0.46%.
Since Feb 25, 2004 HTD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.69% | May 9, 2007 | 461 | Mar 9, 2009 | 365 | Aug 18, 2010 | 826 |
| -56.55% | Feb 18, 2020 | 24 | Mar 23, 2020 | 306 | Jun 9, 2021 | 330 |
| -31.59% | Aug 18, 2022 | 296 | Oct 23, 2023 | 217 | Sep 4, 2024 | 513 |
| -20.83% | Mar 10, 2004 | 42 | May 10, 2004 | 289 | Jul 1, 2005 | 331 |
| -19.60% | Apr 20, 2022 | 41 | Jun 17, 2022 | 39 | Aug 15, 2022 | 80 |
| -18.37% | May 21, 2013 | 64 | Aug 21, 2013 | 164 | Apr 16, 2014 | 228 |
| -16.47% | Dec 18, 2017 | 32 | Feb 5, 2018 | 248 | Jan 31, 2019 | 280 |
| -16.44% | Jul 7, 2011 | 22 | Aug 8, 2011 | 15 | Aug 29, 2011 | 37 |
| -15.34% | Sep 7, 2016 | 48 | Nov 14, 2016 | 38 | Jan 10, 2017 | 86 |
| -13.91% | Jan 22, 2015 | 149 | Aug 25, 2015 | 126 | Feb 25, 2016 | 275 |
| -13.27% | Apr 2, 2025 | 4 | Apr 8, 2025 | 58 | Jul 2, 2025 | 62 |
| -12.48% | Oct 8, 2012 | 26 | Nov 15, 2012 | 56 | Feb 7, 2013 | 82 |
| -12.37% | Aug 4, 2005 | 54 | Oct 20, 2005 | 186 | Jul 19, 2006 | 240 |
| -10.99% | Aug 11, 2021 | 35 | Sep 30, 2021 | 60 | Dec 27, 2021 | 95 |
| -10.72% | Jan 14, 2022 | 27 | Feb 24, 2022 | 26 | Apr 1, 2022 | 53 |
| -10.71% | Sep 1, 2011 | 22 | Oct 4, 2011 | 17 | Oct 27, 2011 | 39 |
| -8.88% | Nov 29, 2024 | 13 | Dec 18, 2024 | 34 | Feb 10, 2025 | 47 |
| -7.39% | May 12, 2016 | 5 | May 19, 2016 | 29 | Jun 30, 2016 | 34 |
| -6.20% | Nov 5, 2010 | 27 | Dec 15, 2010 | 28 | Jan 26, 2011 | 55 |
| -6.17% | Nov 12, 2025 | 24 | Dec 17, 2025 | 31 | Feb 3, 2026 | 55 |
| -6.10% | Sep 30, 2019 | 14 | Oct 18, 2019 | 80 | Feb 13, 2020 | 94 |
| -5.89% | Oct 21, 2024 | 10 | Nov 4, 2024 | 14 | Nov 22, 2024 | 24 |
| -5.84% | Jul 28, 2014 | 7 | Aug 6, 2014 | 15 | Aug 27, 2014 | 22 |
| -5.83% | Nov 15, 2011 | 6 | Nov 23, 2011 | 5 | Dec 1, 2011 | 11 |
| -5.82% | Feb 27, 2026 | 15 | Mar 20, 2026 | 13 | Apr 9, 2026 | 28 |