Performance analysis of PDT (John Hancock Premium Dividend Fund)
Annual Return
Over the past 3 years, PDT has had an average annual return of +12.74%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PDT has had an average annual return of +2.52%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PDT has had an average annual return of +6.12%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, PDT has had an average annual return of +9.09%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.85% | +7.63% | +29.93% | -9.56% | -16.31% | +25.99% | -14.17% | +39.27% | -12.53% | +21.23% | +25.31% | +8.02% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +27.04% | -5.55% | +7.76% | +26.13% | +25.87% | +54.30% | -21.88% | -8.09% | +19.71% | -5.92% | +9.15% | +25.92% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -3.09% | +12.39% | +23.72% | -10.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.95% | +5.19% | -2.93% | +1.62% | -2.03% | -0.78% | +3.85% | ||||||
| 2025 | +1.22% | +1.89% | +1.51% | -2.70% | +4.79% | +0.70% | +1.92% | +1.07% | +0.16% | -1.64% | +1.25% | -2.56% | +7.63% |
| 2024 | +2.65% | +7.35% | +1.49% | -2.73% | +2.95% | +3.18% | +5.74% | +6.78% | +1.39% | -2.35% | +3.78% | -3.07% | +29.93% |
| 2023 | +3.05% | -1.61% | -3.43% | +3.28% | -11.56% | +6.63% | -2.01% | -10.83% | -4.34% | +0.36% | +14.41% | -1.17% | -9.56% |
| 2022 | -0.68% | -2.28% | +3.01% | -7.56% | +4.93% | -10.25% | +10.47% | +0.67% | -11.45% | +4.09% | +0.90% | -7.02% | -16.31% |
| 2021 | -1.27% | +2.06% | +6.03% | +7.12% | +5.43% | +2.32% | -0.32% | +0.57% | -0.45% | +4.51% | -0.36% | -1.79% | +25.99% |
| 2020 | +2.11% | -18.35% | -17.74% | +10.67% | +3.19% | -2.36% | +3.01% | -2.11% | -5.11% | +1.56% | +12.51% | +2.65% | -14.17% |
| 2019 | +15.95% | +1.74% | +3.02% | +2.10% | -1.08% | +2.70% | +2.29% | +0.68% | +5.43% | -1.79% | -3.41% | +7.28% | +39.27% |
| 2018 | -8.11% | -4.59% | +2.40% | +0.45% | +4.62% | +5.09% | -1.59% | +1.60% | +0.48% | -2.98% | +0.81% | -10.21% | -12.53% |
| 2017 | +0.64% | +2.27% | +0.03% | +4.28% | +3.03% | -0.24% | +2.26% | +1.16% | -0.95% | +1.17% | +2.18% | +3.72% | +21.23% |
Drawdown analysis of PDT (John Hancock Premium Dividend Fund)
The maximum drawdown for the PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 303 trading sessions.
The current PDT drawdown is -4.11%.
Since Nov 1, 1999 PDT has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.37% | Feb 20, 2020 | 22 | Mar 23, 2020 | 303 | Jun 4, 2021 | 325 |
| -52.75% | May 21, 2007 | 352 | Oct 10, 2008 | 244 | Sep 30, 2009 | 596 |
| -40.44% | Nov 17, 2021 | 472 | Oct 5, 2023 | 413 | May 30, 2025 | 885 |
| -21.71% | Sep 7, 2016 | 48 | Nov 14, 2016 | 105 | Apr 18, 2017 | 153 |
| -20.67% | Mar 29, 2004 | 29 | May 10, 2004 | 111 | Oct 18, 2004 | 140 |
| -19.39% | May 8, 2013 | 106 | Oct 8, 2013 | 140 | Apr 30, 2014 | 246 |
| -18.63% | Jul 6, 2018 | 116 | Dec 20, 2018 | 33 | Feb 8, 2019 | 149 |
| -17.19% | Nov 18, 1999 | 23 | Dec 22, 1999 | 176 | Sep 1, 2000 | 199 |
| -17.12% | Jun 3, 2002 | 36 | Jul 24, 2002 | 116 | Jan 8, 2003 | 152 |
| -16.63% | Jul 12, 2005 | 108 | Dec 13, 2005 | 254 | Dec 15, 2006 | 362 |
| -15.58% | Jun 29, 2012 | 95 | Nov 15, 2012 | 107 | Apr 23, 2013 | 202 |
| -14.14% | Jul 14, 2011 | 17 | Aug 8, 2011 | 72 | Nov 17, 2011 | 89 |
| -13.31% | Dec 22, 2017 | 29 | Feb 6, 2018 | 103 | Jul 5, 2018 | 132 |
| -11.31% | Jul 3, 2003 | 22 | Aug 5, 2003 | 62 | Oct 31, 2003 | 84 |
| -10.30% | May 3, 2010 | 13 | May 20, 2010 | 35 | Jul 12, 2010 | 48 |
| -9.66% | Aug 17, 2015 | 5 | Aug 24, 2015 | 48 | Oct 30, 2015 | 53 |
| -8.07% | Oct 9, 2019 | 29 | Nov 19, 2019 | 28 | Dec 31, 2019 | 57 |
| -7.81% | Feb 10, 2005 | 32 | Mar 30, 2005 | 34 | May 17, 2005 | 66 |
| -7.45% | Mar 1, 2012 | 55 | May 18, 2012 | 25 | Jun 25, 2012 | 80 |
| -7.44% | Apr 22, 2015 | 47 | Jun 29, 2015 | 34 | Aug 17, 2015 | 81 |
| -6.82% | Sep 6, 2001 | 7 | Sep 21, 2001 | 21 | Oct 22, 2001 | 28 |
| -6.78% | Sep 30, 2009 | 24 | Nov 3, 2009 | 26 | Dec 10, 2009 | 50 |
| -6.71% | Jan 17, 2003 | 14 | Feb 7, 2003 | 72 | May 22, 2003 | 86 |
| -6.71% | Jan 4, 2016 | 11 | Jan 20, 2016 | 6 | Jan 28, 2016 | 17 |
| -6.23% | Dec 1, 2015 | 9 | Dec 14, 2015 | 9 | Dec 28, 2015 | 18 |