John Hancock Financial Opportunities Fund

John Hancock Financial Opportunities Fundverified

BTO

Price:

$38.95

Market Cap:

$731.87M

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

The ROE as of November 2024 (TTM) for John Hancock Financial Opportunities Fund (BTO) is 35.17%

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.

John Hancock Financial Opportunities Fund (BTO) Historical ROE (quarterly & annually)

How has BTO ROE performed in the past?

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%.

Quarterly (TTM)
Annual

Average

6.06%

Median

6.30%

Minimum

-21.37%

Maximum

33.55%

John Hancock Financial Opportunities Fund (BTO) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
20231.44%-110.44%
2022-13.75%-140.99%
202133.55%-269.19%
2020-19.83%-175.81%
201926.15%-222.37%
2018-21.37%-329.82%
20179.30%-68.35%
201629.38%135.43%
201512.48%278.82%
20143.29%-85.63%

John Hancock Financial Opportunities Fund (BTO) Average ROE

How has BTO ROE performed in the past?

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 (BTO) ROE vs. Peers

How is BTO’s ROE compared to its peers?

John Hancock Financial Opportunities Fund’s ROE is less than Tekla Life Sciences Investors (9.07%), less than Tekla World Healthcare Fund (10.57%), less than Tekla Healthcare Opportunities Fund (13.07%), 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 (6.13%), less than Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (17.11%),

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