All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JHFIX,PGBOX,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 1993-01-29? to Thu 2026-04-02 YTD
Return
TRR
Price
JHFIX
×
−1.55%
2026-04-02
3.117 TRR
2026-04-02
John Hancock Income Fund Class A Mutual Fund
PGBOX
×
−1.15%
2026-04-02
2.101 TRR
2026-04-02
Jpmorgan Core Bond Fund Class A Mutual Fund
SPY
×
−4.60%
2026-04-02
11.8 TRR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Fri 1993-01-29? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
JHFIX
×
+160.14%
+2.92%/yr
+3.21%/yr
(R2=0.854)
John Hancock Income Fund Class A Mutual Fund
PGBOX
×
+84.80%
+1.87%/yr
+2.21%/yr
(R2=0.754)
Jpmorgan Core Bond Fund Class A Mutual Fund
SPY
×
+1,080.40%
+7.73%/yr
+6.25%/yr
(R2=0.846)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 1993-01-29? to Thu 2026-04-02 Start
Value
End
Value
JHFIX
×
$10,000.00
1993-01-29
$26,014.11
2026-04-02
John Hancock Income Fund Class A Mutual Fund
PGBOX
×
$10,000.00
1993-01-29
$18,480.20
2026-04-02
Jpmorgan Core Bond Fund Class A Mutual Fund
SPY
×
$10,000.00
1993-01-29
$118,039.96
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year JHFIX PGBOX SPY
2026 (YTD) −1.55% −1.15% −4.60%
2025 +4.06% +4.28% +14.65%
2024 −0.10% −1.18% +21.39%
2023 +3.59% +2.17% +22.09%
2022 −15.80% −17.87% −23.15%
2021 −6.80% −7.83% +20.26%
2020 +5.80% +6.39% +16.74%
2019 +7.87% +5.64% +28.29%
2018 −4.81% −1.93% −6.35%
2017 +1.89% +1.45% +19.19%
2016 +1.15% +0.00% +9.73%
2015 −0.27% −0.17% +0.50%
2014 +2.97% +4.25% +12.61%
2013 +0.51% −3.42% +30.35%
2012 +9.73% +3.08% +14.01%
2011 −1.22% +4.03% −1.04%
2010 +12.57% +5.51% +13.35%
2009 +26.10% +7.14% +23.01%
2008 −10.84% +3.70% −36.85%
2007 +1.41% +2.62% +1.01%
2006 +2.25% +1.40% +13.00%
2005 −1.19% −1.39% +1.36%
2004 +5.38% +0.96% +7.21%
2003 +14.83% +1.84% +25.82%
2002 +4.85% +6.79% −23.41%
2001 +3.40% +7.15% −13.10%
2000 −2.06% +8.21% −12.70%
1999 +0.71% −3.65% +17.24%
1998 +3.82% +6.22% +26.65%
1997 +10.88% +7.79% +31.24%
1996 +8.19% +1.64% +18.63%
1995 +15.28% +20.68% +34.60%
1994 −5.47% −9.43% −2.22%
1993 +10.73% +5.25% +6.23%
1992 +4.52% +2.91%
1991 +28.62% +8.84%
1990 −14.84%
1989 −5.63%
1988 +9.08%
1987 +0.42%
1986 +0.21%

Drawdowns

Fri 1993-01-29? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
JHFIX
×
−16.80% −25.27%
2023-10-19
John Hancock Income Fund Class A Mutual Fund
PGBOX
×
−21.46% −29.34%
2023-10-19
Jpmorgan Core Bond Fund Class A Mutual Fund
SPY
×
−6.28% −58.56%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund