HEQ
Price:
$11.1
Market Cap:
$134.24M
John Hancock Hedged Equity & Income Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The fund is co-managed by Wellington Management Company LLP. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through derivatives such as call options and equity futures. John Hancock Hedged Equity & Income Fund was formed on May 26, 2011 and is domiciled in the United States.
Industry
Asset Management - Income
IPO Date
2011-05-27
Stock Exchange
NYSE
Ticker
HEQ
According to John Hancock Hedged Equity & Income Fund’s latest financial reports and current stock price. The company's current ROE is 8.72%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.
The mean historical ROE of John Hancock Hedged Equity & Income Fund over the last ten years is 4.49%. The current 8.72% ROE has changed 94.30% with respect to the historical average. Over the past ten years (40 quarters), HEQ's ROE was at its highest in in the June 2018 quarter at 0%. The ROE was at its lowest in in the June 2018 quarter at 0%.
Average
4.49%
Median
8.46%
Minimum
-11.54%
Maximum
13.93%
Discovering the peaks and valleys of John Hancock Hedged Equity & Income Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 6.76%
Maximum Annual ROE = 13.93%
Minimum Annual Increase = -783.10%
Minimum Annual ROE = -11.54%
| Year | ROE | Change |
|---|---|---|
| 2024 | 8.73% | 6.76% |
| 2023 | 8.18% | -783.10% |
| 2022 | -1.20% | -110.88% |
| 2021 | 11.00% | -285.67% |
| 2020 | -5.93% | -146.57% |
| 2019 | 12.73% | -210.24% |
| 2018 | -11.54% | -182.90% |
The current ROE of John Hancock Hedged Equity & Income Fund (HEQ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
5.24%
5-year avg
4.16%
10-year avg
4.49%
John Hancock Hedged Equity & Income Fund’s ROE is less than Allspring Utilities and High Income Fund (23.20%), greater than AMG TimesSquare International Small Cap Fund (0%), less than High Income Securities Fund (8.61%), less than Western Asset Premier Bond Fund (8.84%), greater than Touchstone International Equity Fund (0%), greater than Nuveen Arizona Quality Municipal Income Fund (-2.20%), less than Nuveen Mortgage and Income Fund (9.90%), less than Eaton Vance Short Duration Diversified Income Fund (8.70%), greater than Brown Advisory Intermediate Income Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 23.20% | $113.55M | |
| 0% | $128.82M | |
| 8.61% | $117.16M | |
| 8.84% | $131.23M | |
| 0% | $123.44M | |
| -2.20% | $145.03M | |
| 9.90% | $101.45M | |
| 8.70% | $148.52M | |
| 0% | $129.74M |
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