John Hancock Tax-Advantaged Dividend Income Fund (HTD) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in John Hancock Tax-Advantaged Dividend Income Fund (HTD) ten years ago, at the end of Oct 2016, was worth $21,489 at the end of Oct 2026 with every dividend reinvested: 7.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $58,744 reinvested (9.9% a year), or $29,687 taking the dividends as cash, $16,625 of it paid out along the way.
HTD became
$58,744
S&P 500: $72,756
Return a year
9.9%
S&P 500: 11.1%
Payouts reinvested
$41,277
bought more shares
Worst drop
-52.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | HTD total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.3% | $3,854 | +11.7% |
| 2025 | +15.9% | $4,093 | +17.7% |
| 2024 | +25.6% | $3,504 | +24.9% |
| 2023 | −9.9% | $3,168 | +26.2% |
| 2022 | −6.2% | $3,015 | −18.2% |
| 2021 | +32.3% | $2,541 | +28.7% |
| 2020 | −16.5% | $2,535 | +18.3% |
| 2019 | +42.7% | $2,435 | +31.2% |
| 2018 | −9.1% | $2,741 | −4.6% |
| 2017 | +16.5% | $2,687 | +21.7% |
| 2016 | +20.6% | $1,946 | +12.0% |
| 2015 | −0.9% | $1,553 | +1.2% |
| 2014 | +30.8% | $1,421 | +13.5% |
| 2013 | +8.5% | $1,227 | +32.3% |
| 2012 | +11.0% | $1,012 | +16.0% |
| 2011 | +25.0% | $945 | +1.9% |
| 2010 | +24.7% | $804 | +15.1% |
| 2009 | +43.6% | $883 | +26.4% |
| 2008 | −35.4% | $913 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: HTD total return
Data as of · Source: SmarterDividends data
- $10,000 invested in John Hancock Tax-Advantaged Dividend Income Fund (HTD) at the end of Dec 2007, with dividends reinvested, was worth $58,744 at the end of Oct 2026: 9.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, HTD turned $10,000 into $21,489 with dividends reinvested, 7.9% a year.
- Over the 5 years to Oct 2026, HTD returned 6.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking HTD's dividends as cash instead of reinvesting them, the same $10,000 ended at $29,687, including $16,625 of cash received; reinvesting added $29,057.
- HTD's best calendar year in that time was 2009 (43.6%) and its worst 2008 (-35.4%), with dividends reinvested.
Cite this page
SmarterDividends, "John Hancock Tax-Advantaged Dividend Income Fund (HTD) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/HTD/total-return
HTD total return questions
If I invested $10,000 in HTD 10 years ago, how much would I have?
About $21,489 at the end of Oct 2026, with every dividend reinvested: 7.9% a year. Taking them as cash, you'd have shares worth $9,811 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is HTD's total return since Dec 2007?
487% in total, or 9.9% a year, through Oct 2026 with dividends reinvested. The share price alone rose 31%.
How much of HTD's return came from dividends?
About 86% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $29,057 better off on a $10,000 start.
What was HTD's worst year?
2008, at -35.4% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -52.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.