JHSFX Performance — John Hancock Short Duration Municipal Opportunities Fund, Class A
Data updated: 2026-09-24
JHSFX returned +1.06% year to date and +4.95% over one year to May 2026. The annualised 3-year return is +5.30%. Against its Intermediate Municipal Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $117, against $111 for the category, and to $105 over one year, against $106. Volatility over the past three years was 3.33% a year. In the 12 months to May 2026 the fund took in a net $142.1M, and assets reached $196.08M.
JHSFX Growth of $100
What $100 invested in John Hancock Short Duration Municipal Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Municipal Bond category average over the same months.
| Period | JHSFX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $105 | $106 |
| 3 years (Jun 2023 – May 2026) | $117 | $111 |
| Since data start (Jun 2022 – May 2026) | $119 | $111 |
JHSFX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.06% |
| 1 year | +4.95% |
| 3 years (annualised) | +5.30% |
JHSFX Annual Returns
Calendar-year total returns of John Hancock Short Duration Municipal Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +1.06% |
| 2025 | +4.87% |
| 2024 | +4.12% |
| 2023 | +7.22% |
| 2022 (Jun–Dec) | +0.22% |
JHSFX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +0.8% | −1.8% | +0.7% | +0.4% | — | — | — | — | — | — | — |
| 2025 | +0.6% | +1.0% | −0.7% | −0.5% | +0.6% | +1.0% | +0.3% | +1.0% | +0.9% | +0.3% | +0.3% | +0.1% |
| 2024 | +0.1% | +0.5% | +0.2% | −0.3% | −0.1% | +1.3% | +0.9% | +1.2% | +1.0% | −0.9% | +0.9% | −0.6% |
| 2023 | +1.7% | −1.2% | +1.4% | −0.4% | −0.2% | +1.2% | +0.5% | 0.0% | −1.6% | +0.2% | +3.7% | +1.8% |
| 2022 | — | — | — | — | — | −0.2% | +1.5% | −1.3% | −2.1% | −0.3% | +2.1% | +0.6% |
JHSFX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 3.33%
- 3-year Sharpe ratio: 0.24 (vs 4.5% risk-free rate)
- Best month: +3.72% (Nov 2023)
- Worst month: −1.77% (Mar 2026)
JHSFX Fund Flows
Monthly money in and out of John Hancock Short Duration Municipal Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $142.1M
- 12-month gross sales (incl. reinvestments): $189.6M
- Sales ÷ redemptions: 3.99×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $23.9M | $6.8M | $17.1M |
| Apr 2026 | $22.8M | $7.5M | $15.2M |
| Mar 2026 | $28.7M | $6.6M | $22.1M |
| Feb 2026 | $25.1M | $5.4M | $19.7M |
| Jan 2026 | $19.3M | $3.9M | $15.4M |
| Dec 2025 | $19.9M | $2.5M | $17.4M |
| Nov 2025 | $16.3M | $2.8M | $13.4M |
| Oct 2025 | $16.4M | $2.5M | $13.9M |
| Sep 2025 | $10.1M | $7.3M | $2.8M |
| Aug 2025 | $4.2M | $997K | $3.2M |
| Jul 2025 | $1.4M | $666K | $713K |
| Jun 2025 | $1.6M | $445K | $1.2M |
JHSFX Assets Under Management
Net assets of John Hancock Short Duration Municipal Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $196.08M |
| 2026-02-28 | $143.96M |
| 2025-11-30 | $90.09M |
| 2025-08-31 | $59.64M |
| 2025-05-31 | $53.78M |
| 2025-02-28 | $51.09M |
| 2024-11-30 | $36.90M |
| 2024-08-31 | $35.54M |
| 2024-05-31 | $33.34M |
| 2024-02-29 | $31.42M |
| 2023-11-30 | $20.30M |
| 2023-08-31 | $20.01M |
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.