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John Hancock Short Duration Municipal Opportunities Fund Class A JHSFX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | JHSFX | Replication |
|---|---|---|
| Annualized growth | 3.6% | 2.3% |
| Annualized volatility | 3.1% | 3.2% |
| Sharpe ratio | 1.14 | 0.70 |
| Maximum drawdown | 3.8% | 4.4% |
| Replication fit (R²) | 0.89 · Tracking error 1.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model JHSFX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MUB | FI · Municipal | 58.1% |
| VGSH | FI · Short Gov | 35.0% |
| STIP | FI · Short TIPS | 7.0% |