BTO
Price:
$35.3
Market Cap:
$696.90M
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.[Read more]
Industry
Asset Management
IPO Date
1994-08-16
Stock Exchange
NYSE
Ticker
BTO
According to John Hancock Financial Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 35.17%. This represents a change of 315.95% compared to the average of 8.46% of the last 4 quarters.
The mean historical ROE of John Hancock Financial Opportunities Fund over the last ten years is 6.06%. The current 35.17% ROE has changed 479.96% with respect to the historical average. Over the past ten years (40 quarters), BTO's ROE was at its highest in in the December 2023 quarter at 24.36%. The ROE was at its lowest in in the March 2020 quarter at -33.42%.
Average
6.06%
Median
6.30%
Minimum
-21.37%
Maximum
33.55%
Discovering the peaks and valleys of John Hancock Financial Opportunities Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 278.82%
Maximum Annual ROE = 33.55%
Minimum Annual Increase = -329.82%
Minimum Annual ROE = -21.37%
Year | ROE | Change |
---|---|---|
2023 | 1.44% | -110.44% |
2022 | -13.75% | -140.99% |
2021 | 33.55% | -269.19% |
2020 | -19.83% | -175.81% |
2019 | 26.15% | -222.37% |
2018 | -21.37% | -329.82% |
2017 | 9.30% | -68.35% |
2016 | 29.38% | 135.43% |
2015 | 12.48% | 278.82% |
2014 | 3.29% | -85.63% |
The current ROE of John Hancock Financial Opportunities Fund (BTO) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
7.08%
5-year avg
5.51%
10-year avg
6.06%
John Hancock Financial Opportunities Fund’s ROE is less than Tekla Life Sciences Investors (8.90%), less than Tekla World Healthcare Fund (10.09%), less than Tekla Healthcare Opportunities Fund (12.29%), less than Royce Value Trust Inc. (12.08%), less than Cohen & Steers REIT and Preferred Income Fund, Inc. (14.46%), less than Cohen & Steers Infrastructure Fund, Inc (5.68%), less than Cohen & Steers Total Return Realty Fund, Inc. (8.94%), greater than Reaves Utility Income Fund (-1.58%), less than BlackRock Science and Technology Trust (21.03%), less than Cohen & Steers Quality Income Realty Fund, Inc. (6.40%), less than Pimco Dynamic Income Opportunities Fund (2.13%), less than Tekla Healthcare Investors (5.94%), less than Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (17.11%),
Company | ROE | Market cap |
---|---|---|
8.90% | $371.97M | |
10.09% | $427.67M | |
12.29% | $796.21M | |
12.08% | $1.82B | |
14.46% | $1.01B | |
5.68% | $2.29B | |
8.94% | $311.59M | |
-1.58% | $2.50B | |
21.03% | $1.30B | |
6.40% | $1.66B | |
2.13% | $1.52B | |
5.94% | $796.34M | |
17.11% | $413.84M |
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What is John Hancock Financial Opportunities Fund's ROE?
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What is the highest ROE for John Hancock Financial Opportunities Fund (BTO)?
What is the 3-year average ROE for John Hancock Financial Opportunities Fund (BTO)?
What is the 5-year average ROE for John Hancock Financial Opportunities Fund (BTO)?
How does the current ROE for John Hancock Financial Opportunities Fund (BTO) compare to its historical average?