Armchair Insider
HTD John Hancock Tax-Advantaged Dividend Income Fund
Took gains as the yield declined and moved toward lower-volatility CLO income.
Armchair historySoldDec 9, 2024
Date of the newsletter disclosure. Latest-year investment returns are separate from Armchair’s own trading results.
Hypothetical investment
Growth of $10,000
Dividends reinvested · no additional contributions
HTD would be worth$14,7115-year growth · as of Sep 21, 2026
S&P 500 (SPY)$19,072Same $10,000 · same dates
Total gain / loss+$4,711+47.1% total return
HTDS&P 500 (SPY)
Sep 21, 2021 · $10,000 investedSep 21, 2026
Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Market performance
Total return
Price movement plus reinvested distributions, compared with SPY.
+47.1% over 5 years
1 YEAR TOTAL RETURN+3.7%Available history
Price-106% of return-3.9%
Dividend206% of return+7.6%
5 YEARS TOTAL RETURN+47.1%+8.0% / yr annualizedAvailable history
Price1% of return+0.6%
Dividend99% of return+46.6%
Dividend includes all distributions and reinvestment.
Sep 21, 2021Sep 21, 2026
Total return+47.11%
S&P 500 (SPY)+90.72%
Annualized return+8.03%
Largest drawdown-31.58%
Original Armchair disclosure
Sold · Dec 9, 2024. Took gains as the yield declined and moved toward lower-volatility CLO income.
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