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JHancock Equity Income C (JHERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.34+0.09 (+0.44%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.82%
5-year average return9.28%
Number of years up5
Number of years down3
Best 1-yr total return (13 May 2024)25.11%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return25.11%
Worst 3-yr total return3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJHERXCategory
YTD5.07%17.52%
1-month-3.16%-0.87%
3-month5.35%5.51%
1-year12.50%42.88%
3-year4.68%11.93%
5-year7.86%12.07%
10-year6.98%10.95%
Last bull market22.68%23.18%
Last bear market-10.96%-17.87%

Annual total return (%) history

Year
JHERXCategory
2024
N/AN/A
2023
8.28%N/A
2022
-4.50%N/A
2021
24.13%N/A
2020
-0.04%2.91%
2019
25.11%25.04%
2018
-10.60%-8.53%
2017
14.96%15.94%
2016
17.63%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.50%N/AN/AN/A
2023-0.93%2.87%-3.52%10.13%
20222.37%-10.96%-6.78%12.41%
202113.08%4.13%-1.27%6.77%
2020-28.75%13.13%2.86%20.57%
201910.77%3.96%1.90%6.62%
2018-2.56%1.62%3.38%-12.67%
20173.01%1.92%4.06%5.22%
20162.45%3.35%3.87%6.95%
2015-0.83%-10.54%5.41%N/A

Rank in category (by total return)

YTD38
1-month21
3-month20
1-year66
3-year79
5-year79

Load adjusted returns

1-year11.50%
3-year4.68%
5-year7.86%
10-year6.98%