JBORX Performance — John Hancock ESG Bond Fund, Class R6
Data updated: 2025-04-28
JBORX returned +5.72% over one year to Feb 2025. Annualised returns are +1.25% over 3 years and +0.63% over 5 years. Against its Intermediate Core Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $104, against $100 for the category, and to $106 over one year, against $106. Volatility over the past three years was 5.13% a year. In the 12 months to Feb 2025 the fund lost a net $21.7M, and assets reached $33.82M.
JBORX Growth of $100
What $100 invested in John Hancock ESG Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | JBORX | Category average |
|---|---|---|
| 1 year (Mar 2024 – Feb 2025) | $106 | $106 |
| 3 years (Mar 2022 – Feb 2025) | $104 | $100 |
| 5 years (Mar 2020 – Feb 2025) | $103 | $101 |
| Since data start (Sep 2019 – Feb 2025) | $106 | $104 |
JBORX Trailing Returns
Total returns to Feb 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +5.72% |
| 3 years (annualised) | +1.25% |
| 5 years (annualised) | +0.63% |
JBORX Annual Returns
Calendar-year total returns of John Hancock ESG Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Feb) | +2.05% |
| 2024 | +3.06% |
| 2023 | +5.32% |
| 2022 | −8.53% |
| 2021 | −1.86% |
| 2020 | +6.61% |
| 2019 (Sep–Dec) | −0.17% |
JBORX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.7% | +1.4% | — | — | — | — | — | — | — | — | — | — |
| 2024 | +0.4% | −0.9% | +0.5% | −1.3% | +1.2% | +0.8% | +1.8% | +1.2% | +1.1% | −1.6% | +0.6% | −0.7% |
| 2023 | +2.0% | −1.7% | +2.0% | +0.6% | −0.7% | −0.6% | +0.5% | −0.1% | −1.2% | −0.6% | +2.8% | +2.3% |
| 2022 | −1.5% | −0.9% | −2.3% | −2.3% | +0.7% | −1.0% | +1.8% | −2.0% | −2.8% | −0.4% | +2.4% | −0.3% |
| 2021 | −0.2% | −0.9% | −0.9% | +0.5% | +0.3% | +0.2% | +0.7% | −0.2% | −0.5% | −0.6% | −0.1% | −0.1% |
| 2020 | +1.5% | +1.2% | −0.5% | +1.6% | +0.9% | +0.6% | +0.8% | −0.2% | 0.0% | −0.3% | +0.5% | +0.2% |
| 2019 | — | — | — | — | — | — | — | — | −0.4% | +0.3% | −0.1% | 0.0% |
JBORX Risk
Risk measures from monthly returns over Mar 2022 – Feb 2025.
- 3-year volatility (annualised): 5.13%
- 3-year Sharpe ratio: -0.63 (vs 4.5% risk-free rate)
- Best month: +2.78% (Nov 2023)
- Worst month: −2.82% (Sep 2022)
JBORX Fund Flows
Monthly money in and out of John Hancock ESG Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$21.7M
- 12-month gross sales (incl. reinvestments): $20.9M
- Sales ÷ redemptions: 0.49×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Feb 2025 | $1.1M | $2.0M | −$877K |
| Jan 2025 | $1.6M | $13.2M | −$11.6M |
| Dec 2024 | $2.0M | $1.1M | $990K |
| Nov 2024 | $896K | $562K | $334K |
| Oct 2024 | $1.7M | $2.5M | −$806K |
| Sep 2024 | $1.2M | $246K | $963K |
| Aug 2024 | $2.6M | $602K | $2.0M |
| Jul 2024 | $1.6M | $668K | $892K |
| Jun 2024 | $1.1M | $609K | $456K |
| May 2024 | $1.6M | $8.5M | −$6.9M |
| Apr 2024 | $2.5M | $2.4M | $129K |
| Mar 2024 | $3.2M | $10.4M | −$7.2M |
JBORX Assets Under Management
Net assets of John Hancock ESG Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-02-28 | $33.82M |
| 2024-11-30 | $45.34M |
| 2024-08-31 | $45.21M |
| 2024-05-31 | $40.76M |
| 2024-02-29 | $55.00M |
| 2023-11-30 | $52.60M |
| 2023-08-31 | $56.01M |
| 2023-05-31 | $60.07M |
| 2023-02-28 | $58.59M |
| 2022-11-30 | $66.40M |
| 2022-08-31 | $72.28M |
| 2022-05-31 | $61.20M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.