BAC - John Hancock Investment Grade Bond Fund Q4 2024 Commentary
2025-02-28 21:50:00 ET
Summary
- The John Hancock Investment Grade Bond Fund trailed the benchmark in the quarter but outperformed for the full year.
- The Bloomberg U.S. Aggregate Bond Index, the fund’s benchmark, returned – 3.06% in the fourth quarter after performing well over the first nine months of 2024.
- Yield curve positioning was the primary detractor from three-month results.
Average annual total returns 1,2 %
Qtd |
Ytd |
1 yr |
3 yr |
5 yr |
10 yr |
Life of fund |
Life of fund date |
Class I without sales charge |
-3.15 |
1.83 |
1.83 |
-2.49 |
-0.09 |
1.54 |
4.46 |
1/1/92 |
Class A without sales charge |
-3.21 |
1.58 |
1.58 |
-2.73 |
-0.34 |
1.29 |
4.25 |
1/1/92 |
Class A with sales charge (Maximum initial sales charge 4.00%) |
-7.09 |
-2.47 |
-2.47 |
-4.05 |
-1.15 |
0.88 |
4.12 |
1/1/92 |
Bloomberg U.S. Aggregate Bond Index |
-3.06 |
1.25 |
1.25 |
-2.41 |
-0.33 |
1.35 |
4.56 |
— |
Intermediate core bond category |
-2.88 |
1.72 |
1.72 |
-2.39 |
-0.31 |
1.25 |
— |
— |
Expense ratios 3 |
Gross |
Net (what you pay) |
Contractual through |
Class I |
0.57% |
0.49% |
7/31/2026 |
Class A |
0.82% |
0.75% |
7/31/2026 |