John Hancock Financial Opportunities Fund

John Hancock Financial Opportunities Fundverified

BTO

Price:

$32.63

Market Cap:

$613.11M

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 September 2024 (TTM) for John Hancock Financial Opportunities Fund (BTO) is 11.89%

According to John Hancock Financial Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 11.89%. This represents a change of 850.04% compared to the average of 1.25% 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 11.89% ROE has changed 96.01% 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 (22.91%), 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. (17.91%), less than Cohen & Steers Infrastructure Fund, Inc (5.68%), less than Cohen & Steers Total Return Realty Fund, Inc. (14.13%), 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. (16.29%), less than Pimco Dynamic Income Opportunities Fund (2.13%), less than Tekla Healthcare Investors (11.27%), less than Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (17.11%),

Build a custom stock screener for John Hancock Financial Opportunities Fund (BTO) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like John Hancock Financial Opportunities Fund using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

John Hancock Financial Opportunities Fund (BTO) and other stocks custom spreadsheet templates

The easiest way to analyze a company like John Hancock Financial Opportunities Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is John Hancock Financial Opportunities Fund's ROE?

How is the ROE calculated for John Hancock Financial Opportunities Fund (BTO)?

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?