JSGRX Performance — John Hancock U.S. Growth Fund, Class R2

Data updated: 2026-08-27

JSGRX returned +5.90% year to date and +17.99% over one year to Jun 2026. Annualised returns are +23.27% over 3 years and +13.66% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $187, against $157 for the category, and to $118 over one year, against $118. Volatility over the past three years was 15.60% a year. In the 12 months to Jun 2026 the fund took in a net $1.4B, and assets reached $3.39B.

JSGRX Growth of $100

What $100 invested in John Hancock U.S. Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.

PeriodJSGRXCategory average
1 year (Jul 2025 – Jun 2026)$118$118
3 years (Jul 2023 – Jun 2026)$187$157
5 years (Jul 2021 – Jun 2026)$190$161
Since data start (Jul 2019 – Jun 2026)$296$229

JSGRX Trailing Returns

Total returns to Jun 2026, from SEC N-PORT.

PeriodTotal return
YTD+5.90%
1 year+17.99%
3 years (annualised)+23.27%
5 years (annualised)+13.66%

JSGRX Annual Returns

Calendar-year total returns of John Hancock U.S. Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–Jun)+5.90%
2025+19.74%
2024+31.68%
2023+39.00%
2022−26.77%
2021+22.90%
2020+29.38%
2019 (Jul–Dec)+9.47%

JSGRX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026−0.5%−4.3%−5.4%+12.2%+6.0%−1.1%——————
2025+3.2%−3.3%−7.9%+0.9%+8.2%+7.1%+3.6%+0.9%+3.9%+3.1%−0.2%−0.3%
2024+4.3%+7.6%+2.3%−4.9%+5.2%+5.8%−1.3%+1.7%+1.7%0.0%+5.4%+0.7%
2023+6.4%−2.5%+5.4%+1.8%+4.8%+6.2%+3.5%−0.4%−4.3%−1.3%+10.3%+4.4%
2022−8.2%−4.6%+3.2%−9.9%−1.4%−7.7%+10.1%−3.8%−9.0%+7.9%+1.8%−6.6%
2021−1.8%+2.3%+0.6%+6.3%−2.1%+4.8%+3.6%+3.6%−5.8%+7.3%+0.7%+2.2%
2020+3.6%−7.5%−9.8%+14.3%+5.9%+4.2%+5.3%+8.8%−5.2%−4.0%+9.6%+3.9%
2019——————+2.1%−0.4%−1.2%+1.7%+4.0%+3.2%

JSGRX Risk

Risk measures from monthly returns over Jul 2023 – Jun 2026.

  • 3-year volatility (annualised): 15.60%
  • 3-year Sharpe ratio: 1.20 (vs 4.5% risk-free rate)
  • Best month: +12.20% (Apr 2026)
  • Worst month: −7.89% (Mar 2025)

JSGRX Fund Flows

Monthly money in and out of John Hancock U.S. Growth Fund, from SEC Form N-PORT.

  • 12-month net flow: $1.4B
  • 12-month gross sales (incl. reinvestments): $1.9B
  • Sales ÷ redemptions: 3.43×
MonthSalesRedemptionsNet flow
Jun 2026$50.8M$36.9M$13.9M
May 2026$55.0M$53.9M$1.1M
Apr 2026$90.8M$39.6M$51.2M
Mar 2026$85.6M$48.7M$36.9M
Feb 2026$54.3M$70.3M−$16.0M
Jan 2026$59.8M$52.9M$6.8M
Dec 2025$321.2M$47.2M$274.0M
Nov 2025$30.7M$39.8M−$9.1M
Oct 2025$54.2M$57.7M−$3.5M
Sep 2025$37.4M$40.1M−$2.6M
Aug 2025$33.0M$38.8M−$5.7M
Jul 2025$1.0B$31.5M$1.0B

JSGRX Assets Under Management

Net assets of John Hancock U.S. Growth Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-06-30$3.39B
2026-03-31$2.82B
2025-12-31$3.10B
2025-09-30$3.02B
2025-06-30$1.80B
2025-03-31$1.53B
2024-12-31$1.67B
2024-09-30$1.56B
2024-06-30$1.52B
2024-03-31$1.40B
2023-12-31$1.20B
2023-09-30$1.08B

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.