Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDVVX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R5) | 14.19% | 30.95% | 21.07% | 8.05% | 10.50% | 10.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVVX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R5) | 12/15/2009 | 06/05/2026 |
| 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 (%) | -1.01 | 30.95 | 21.07 | 8.05 | 10.50 | 10.81 | NA | … | … | 14.19 | 17.58 | 15.65 | 13.97 | -9.66 | 14.06 | 1.74 | 22.72 | -9.69 | 19.27 | 14.00 | -4.93 | 11.03 | 36.04 | 20.02 | 0.32 | 13.07 | 0.52 |
| Sharpe Ratio | NA | 2.46 | 1.34 | 0.34 | 0.48 | NA | NA | … | … | 2.72 | 0.89 | 0.99 | 0.82 | -0.52 | 0.66 | 0.04 | 1.74 | -0.67 | 2.27 | 0.92 | -0.32 | 0.97 | 3.14 | 1.49 | 0.01 | 0.65 | 1.28 |
| Standard Deviation(%) | NA | 12.28 | 13.88 | 17.10 | 18.88 | NA | NA | … | … | 14.47 | 16.51 | 12.15 | 12.74 | 21.52 | 21.28 | 37.30 | 12.20 | 16.64 | 8.24 | 14.92 | 15.53 | 11.32 | 11.46 | 13.53 | 25.40 | 19.97 | 9.93 |
| Draw Down(%) | NA | 7.95 | 17.04 | 24.58 | 40.30 | NA | NA | … | … | 7.95 | 16.44 | 8.11 | 9.43 | 18.30 | 15.00 | 40.30 | 6.92 | 20.94 | 4.31 | 12.20 | 13.62 | 8.41 | 4.43 | 11.28 | 22.51 | 15.95 | 1.24 |
| Yield(%) | 0.00 | 7.17 | 10.24 | 5.40 | 6.72 | 8.06 | 7.10 | … | … | 0.00 | 7.35 | 14.17 | 7.74 | 1.27 | 1.16 | 1.61 | 6.82 | 8.66 | 6.38 | 1.43 | 4.46 | 5.38 | 7.21 | 5.38 | 3.31 | 1.19 | 0.52 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JDVVX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R5) |
-3.51%
Mar 2017 – Mar 2020 |
0.29%
Mar 2015 – Mar 2020 |
6.07%
Oct 2013 – Oct 2023 |
9.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVVX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R5) |
24.94%
Sep 2011 – Sep 2014 |
16.97%
Jun 2010 – Jun 2015 |
13.56%
Sep 2011 – Sep 2021 |
10.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart