John Hancock Hedged Equity & Income Fund

John Hancock Hedged Equity & Income Fundverified

HEQ

Price:

$10.67

Market Cap:

$129.16M

John Hancock Hedged Equity & Income Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The fund is co-managed by Wellington Management Company LLP. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through derivatives such as call options and equity futures. John Hancock Hedged Equity & Income Fund was formed on May 26, 2011 and is domiciled in the United States.[Read more]

Industry

Asset Management - Income

IPO Date

2011-05-27

Stock Exchange

NYSE

Ticker

HEQ

The ROE as of September 2024 (TTM) for John Hancock Hedged Equity & Income Fund (HEQ) is 8.11%

According to John Hancock Hedged Equity & Income Fund’s latest financial reports and current stock price. The company's current ROE is 8.11%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.

John Hancock Hedged Equity & Income Fund (HEQ) Historical ROE (quarterly & annually)

How has HEQ ROE performed in the past?

The mean historical ROE of John Hancock Hedged Equity & Income Fund over the last ten years is 3.88%. The current 8.11% ROE has changed 108.97% with respect to the historical average. Over the past ten years (40 quarters), HEQ's ROE was at its highest in in the June 2018 quarter at 0%. The ROE was at its lowest in in the June 2018 quarter at 0%.

Quarterly (TTM)
Annual

Average

3.88%

Median

8.18%

Minimum

-11.54%

Maximum

13.93%

John Hancock Hedged Equity & Income Fund (HEQ) ROE by Quarter and Year

Discovering the peaks and valleys of John Hancock Hedged Equity & Income 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 = 0%

Maximum Annual ROE = 13.93%

Minimum Annual Increase = -783.10%

Minimum Annual ROE = -11.54%

Quarterly (TTM)
Annual
YearROEChange
20238.18%-783.10%
2022-1.20%-110.88%
202111.00%-285.67%
2020-5.93%-146.57%
201912.73%-210.24%
2018-11.54%-182.90%

John Hancock Hedged Equity & Income Fund (HEQ) Average ROE

How has HEQ ROE performed in the past?

The current ROE of John Hancock Hedged Equity & Income Fund (HEQ) 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

6.00%

5-year avg

4.96%

10-year avg

3.88%

John Hancock Hedged Equity & Income Fund (HEQ) ROE vs. Peers

How is HEQ’s ROE compared to its peers?

John Hancock Hedged Equity & Income Fund’s ROE is less than Ellsworth Growth and Income Fund Ltd. (6.71%), less than Delaware Investments National Municipal Income Fund (1.53%), greater than RENN Fund, Inc. (-9.29%), less than Nuveen New Jersey Quality Municipal Income Fund (6.59%), less than Miller/Howard High Income Equity Fund (9.41%), less than LMP Capital and Income Fund Inc. (23.71%), less than Western Asset High Yield Defined Opportunity Fund Inc. (16.52%), greater than Neuberger Berman California Municipal Fund Inc. (-22.99%), less than Legg Mason BW Global Income Opportunities Fund Inc. (9.13%), less than Neuberger Berman High Yield Strategies Fund Inc. (13.53%), less than CBRE Global Real Estate Income Fund (11.00%), less than Western Asset High Income Opportunity Fund Inc. (12.68%), less than PIMCO Access Income Fund (13.08%), greater than RiverNorth Flexible Municipal Income Fund, Inc. (0%), less than DWS Municipal Income Trust (2.78%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%), greater than Puyi Inc. (-2.83%), less than MFS Investment Grade Municipal Trust (3.44%), less than BlackRock MuniHoldings New Jersey Quality Fund, Inc. (4.50%), less than The Gabelli Multimedia Trust Inc. 5.125% PFD SER E (14.43%), less than The Gabelli Equity Trust Inc. (17.75%), less than Virtus Convertible & Income Fund (2.21%), less than Nuveen Multi-Asset Income Fund (14.58%),

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