BTO (John Hancock Financial Opportunities Fund) 3-Year Book Growth Rate: 3.20% (As of Jun. 2026) — 146% Above Median

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BTO John Hancock Financial Opportunities Fund BTO
57 GF Score
Price $40.30
GF Value $48.26
Valuation Modestly Undervalued
! 6 Warning Signs
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What is John Hancock Financial Opportunities Fund 3-Year Book Growth Rate?

John Hancock Financial Opportunities Fund BTO +0.57% 57 3-Year Book Growth Rate is 3.20% as of Jun. 2026, which is 146% above its 10-year median of 1.30. GuruFocus rates BTO with a GF Score™ of 57/100 and a GF Value™ of $48.26 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,539 Asset Management companies, John Hancock Financial Opportunities Fund ranks better than 56.47% on this metric.

John Hancock Financial Opportunities Fund's Book Value per Share for the quarter that ended in Jun. 2026 was $40.53.

During the past 12 months, John Hancock Financial Opportunities Fund's average Book Value per Share Growth Rate was 19.80% per year. During the past 3 years, the average Book Value per Share Growth Rate was 3.20% per year. During the past 5 years, the average Book Value per Share Growth Rate was 2.10% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

During the past 10 years, the highest 3-Year average Book Value per Share Growth Rate of John Hancock Financial Opportunities Fund was 11.10% per year. The lowest was -8.30% per year. And the median was 1.30% per year.


John Hancock Financial Opportunities Fund  (NYSE:BTO) 3-Year Book Growth Rate Explanation

Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.


John Hancock Financial Opportunities Fund 3-Year Book Growth Rate Related Terms


BTO vs MFIC, PEO, MQY: 3-Year Book Growth Rate Comparison

For the Asset Management subindustry, John Hancock Financial Opportunities Fund's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


John Hancock Financial Opportunities Fund 3-Year Book Growth Rate vs Asset Management Industry

For the Asset Management industry and Financial Services sector, John Hancock Financial Opportunities Fund's 3-Year Book Growth Rate distribution charts can be found below:

* The bar in red indicates where John Hancock Financial Opportunities Fund's 3-Year Book Growth Rate falls into.


BTO
57GF Score
John Hancock Financial Opportunities Fund BTO
3-Year Book Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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John Hancock Financial Opportunities Fund 3-Year Book Growth Rate Calculation

This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

What does a 3-Year Book Growth Rate of 3.20% mean?
John Hancock Financial Opportunities Fund (BTO) has a 3-Year Book Growth Rate of 3.20% as of Jun. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for John Hancock Financial Opportunities Fund and its competitors. This is 146% above median its historical median of 1.30. According to the industry distribution chart, John Hancock Financial Opportunities Fund ranks #670 out of 1539 companies in the Asset Management industry, placing it in the top 43.5%.
Is John Hancock Financial Opportunities Fund's 3-Year Book Growth Rate too high?
John Hancock Financial Opportunities Fund's current 3-Year Book Growth Rate of 3.20% is 146% above median its 10-year median of 1.30. The Asset Management industry median 3-Year Book Growth Rate is 2.00. John Hancock Financial Opportunities Fund's value of 3.20% is 60% above this industry median. Based on the distribution chart, John Hancock Financial Opportunities Fund ranks #670 out of 1539 companies in the Asset Management industry, which is above the industry midpoint. Overall, John Hancock Financial Opportunities Fund has a GF Score™ of 57/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does John Hancock Financial Opportunities Fund's 3-Year Book Growth Rate compare to MFIC and PEO?
According to the Asset Management industry distribution chart, John Hancock Financial Opportunities Fund ranks #670 out of 1539 companies for 3-Year Book Growth Rate. This puts John Hancock Financial Opportunities Fund in the upper half of its industry. The industry median 3-Year Book Growth Rate is 2.00. John Hancock Financial Opportunities Fund's value of 3.20% is 60% above this benchmark. While the company's 10-year median is 1.30 vs. the industry median of 2.00, John Hancock Financial Opportunities Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for an Asset Management company?
The median 3-Year Book Growth Rate among Asset Management companies is 2.00, based on 1,539 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. John Hancock Financial Opportunities Fund's current 3-Year Book Growth Rate of 3.20% is 60% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for John Hancock Financial Opportunities Fund and its competitors. For the Asset Management industry, the median 3-Year Book Growth Rate is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. John Hancock Financial Opportunities Fund's current 3-Year Book Growth Rate is 3.20%, which is 146% above median its own 10-year median of 1.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is John Hancock Financial Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, John Hancock Financial Opportunities Fund (BTO) is currently considered Modestly Undervalued. The stock's GF Value™ is $48.26, compared to a current price of $40.30 — trading 16.5% below its estimated fair value. The current 3-Year Book Growth Rate is 3.20%, which is 146% above median its 10-year median of 1.30 and 60% above the Asset Management industry median of 2.00. John Hancock Financial Opportunities Fund's overall GF Score™ is 57/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For John Hancock Financial Opportunities Fund (BTO), the current 3-Year Book Growth Rate is 3.20% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is John Hancock Financial Opportunities Fund (BTO) Overvalued in 2026?

Based on GuruFocus' analysis, John Hancock Financial Opportunities Fund stock appears to be undervalued. The current stock price of $40.30 is trading 16.5% below its estimated GF Value™ of $48.26. GuruFocus considers John Hancock Financial Opportunities Fund to be Modestly Undervalued.

Key valuation signals for BTO:

  • 3-Year Book Growth Rate: 3.20% (146% above median its 10-year median of 1.30)
  • GF Value™: $48.26 vs. price of $40.30 (16.5% below fair value)
  • GF Score™: 57/100 with 6 warning signs
  • Industry Position: 60% above the Asset Management median (#670 of 1539)

No single metric tells the full story. See the BTO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


John Hancock Financial Opportunities Fund Business Description

Address 200 Berkeley Street, Boston, MA, USA, 02116
John Hancock Financial Opportunities Fund is a United States-based closed-end, diversified management investment company. Its investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies may include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate-related firms, insurance companies, and financial holding companies.
57GF Score

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3-Year Book Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$40.30
Price
$48.26
GF Value