Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) | 17.10% | 34.32% | 21.88% | 8.29% | 10.57% | 10.76% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) | 12/15/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | 34.32 | 21.88 | 8.29 | 10.57 | 10.76 | NA | … | … | 17.10 | 17.31 | 15.47 | 13.75 | -9.86 | 13.82 | 1.52 | 22.45 | -9.85 | 19.02 | 13.74 | -5.07 | 10.77 | 35.67 | 19.63 | 0.01 | 12.69 | 0.52 |
| Sharpe Ratio | NA | 2.45 | 1.33 | 0.33 | 0.46 | NA | NA | … | … | 2.70 | 0.88 | 0.97 | 0.80 | -0.53 | 0.65 | 0.03 | 1.71 | -0.68 | 2.24 | 0.90 | -0.33 | 0.95 | 3.10 | 1.46 | 0.00 | 0.63 | 1.30 |
| Standard Deviation(%) | NA | 12.26 | 13.88 | 17.11 | 18.89 | NA | NA | … | … | 14.46 | 16.51 | 12.16 | 12.72 | 21.56 | 21.29 | 37.33 | 12.23 | 16.63 | 8.23 | 14.95 | 15.53 | 11.30 | 11.48 | 13.52 | 25.49 | 20.04 | 9.72 |
| Draw Down(%) | NA | 7.94 | 17.12 | 24.72 | 40.34 | NA | NA | … | … | 7.94 | 16.52 | 8.10 | 9.44 | 18.41 | 15.05 | 40.34 | 6.93 | 21.08 | 4.32 | 12.25 | 13.64 | 8.44 | 4.38 | 11.36 | 22.61 | 16.03 | 1.24 |
| Yield(%) | 0.00 | 6.99 | 10.05 | 5.21 | 6.49 | 7.75 | 6.80 | … | … | 0.00 | 7.15 | 13.99 | 7.56 | 1.09 | 0.92 | 1.44 | 6.61 | 8.47 | 6.17 | 1.23 | 4.26 | 5.07 | 6.82 | 5.16 | 3.01 | 0.92 | 0.26 |
Data as of 06/04/2026, Common starting date is 12/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) |
-3.68%
Mar 2017 – Mar 2020 |
0.09%
Mar 2015 – Mar 2020 |
5.85%
Oct 2013 – Oct 2023 |
8.88%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) |
24.59%
Sep 2011 – Sep 2014 |
16.65%
Jun 2010 – Jun 2015 |
13.31%
Sep 2011 – Sep 2021 |
10.74%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart