BTO (John Hancock Financial Opportunities Fund) 3-1 Month Momentum %: -1.94% (As of Jul. 19, 2026)

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BTO John Hancock Financial Opportunities Fund BTO
34 GF Score
Price $40.18
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What is John Hancock Financial Opportunities Fund 3-1 Month Momentum %?

John Hancock Financial Opportunities Fund BTO -1.30% 34 3-1 Month Momentum % is -1.94% as of Jul. 19, 2026. GuruFocus rates BTO with a GF Score™ of 34/100. The stock has 7 warning signs investors should review. Among 1,638 Asset Management companies, John Hancock Financial Opportunities Fund ranks worse than 53.48% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-19), John Hancock Financial Opportunities Fund's 3-1 Month Momentum % is -1.94%.

The industry rank for John Hancock Financial Opportunities Fund's 3-1 Month Momentum % or its related term are showing as below:

BTO's 3-1 Month Momentum % is ranked worse than
53.48% of 1638 companies
in the Asset Management industry
Industry Median: -1.415 vs BTO: -1.94

John Hancock Financial Opportunities Fund  (NYSE:BTO) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.

John Hancock Financial Opportunities Fund 3-1 Month Momentum % Related Terms

BTO vs DXYZ, THQ, FFC: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, John Hancock Financial Opportunities Fund's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, John Hancock Financial Opportunities Fund's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where John Hancock Financial Opportunities Fund's 3-1 Month Momentum % falls into.


BTO
34GF Score
John Hancock Financial Opportunities Fund BTO
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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John Hancock Financial Opportunities Fund  (NYSE:BTO) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of -1.94% mean?
John Hancock Financial Opportunities Fund (BTO) has a 3-1 Month Momentum % of -1.94% as of Jul. 19, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on John Hancock Financial Opportunities Fund and its competitors. According to the industry distribution chart, John Hancock Financial Opportunities Fund ranks #876 out of 1638 companies in the Asset Management industry, placing it in the top 53.5%.
Is John Hancock Financial Opportunities Fund's 3-1 Month Momentum % too high?
John Hancock Financial Opportunities Fund's current 3-1 Month Momentum % is -1.94%. Based on the distribution chart, John Hancock Financial Opportunities Fund ranks #876 out of 1638 companies in the Asset Management industry, which is below the industry midpoint. Overall, John Hancock Financial Opportunities Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does John Hancock Financial Opportunities Fund's 3-1 Month Momentum % compare to DXYZ and THQ?
According to the Asset Management industry distribution chart, John Hancock Financial Opportunities Fund ranks #876 out of 1638 companies for 3-1 Month Momentum %. This places John Hancock Financial Opportunities Fund in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on John Hancock Financial Opportunities Fund and its competitors. John Hancock Financial Opportunities Fund's current 3-1 Month Momentum % is -1.94%. 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?
John Hancock Financial Opportunities Fund (BTO) has a current 3-1 Month Momentum % of -1.94%. The current 3-1 Month Momentum % is -1.94%. John Hancock Financial Opportunities Fund's overall GF Score™ is 34/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For John Hancock Financial Opportunities Fund (BTO), the current 3-1 Month Momentum % is -1.94% as of Jul. 19, 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.

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.
34GF Score

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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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