See what your fund actually adds

John Hancock Funds Strategic Income Opportunities Fund Class A JIPAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

JIPAX compared with its replication portfolio
MeasureJIPAXReplication
Annualized growth1.0%2.3%
Annualized volatility4.7%4.4%
Sharpe ratio0.240.55
Maximum drawdown14.4%13.2%
Replication fit (R²)0.94 · Tracking error 1.2%

Replication portfolio

The published portfolio below is the investable basket used to model JIPAX’s historical return behavior.

JIPAX replication basket weights
TickerBuilding blockWeight
SPHYFI · High Yield40.5%
VCSHFI · Short Corp17.5%
BNDXFI · International15.6%
EMLCFI · EM Local Currency13.8%
MUBFI · Municipal12.6%