Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) | -1.51% | -8.79% | -0.92% | 6.99% | 1.50% | 5.86% | 5.16% | 5.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) | 12/22/1997 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 12/22/1997.
AR inception is since 12/22/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | -8.79 | -0.92 | 6.99 | 1.50 | 5.86 | 5.16 | 5.13 | -1.51 | 2.07 | 6.13 | -10.92 | 13.07 | 0.00 | 15.80 | -17.99 | 12.75 | 12.62 | -9.33 | 10.86 | 36.01 | 20.02 | 0.40 | 13.13 | 26.27 | -35.76 | 4.18 | 19.40 | 10.55 | 15.72 | 25.58 | -19.87 | 3.75 | 21.17 | -1.86 | -1.52 | 2.23 |
| Sharpe Ratio | NA | -0.61 | -0.24 | 0.22 | -0.01 | NA | NA | 0.18 | -0.19 | -0.27 | 0.13 | -0.56 | 0.60 | -0.01 | 1.06 | -0.95 | 1.28 | 0.83 | -0.59 | 0.95 | 3.12 | 1.49 | 0.01 | 0.65 | 0.90 | -0.87 | 0.08 | 1.69 | 0.79 | 1.33 | 1.71 | -0.88 | 0.09 | 0.97 | -0.34 | -0.28 | 11.05 |
| Standard Deviation(%) | NA | 20.99 | 18.60 | 19.82 | 20.33 | NA | NA | 19.77 | 24.03 | 16.86 | 14.10 | 21.96 | 21.87 | 37.40 | 13.61 | 20.23 | 9.54 | 15.03 | 15.88 | 11.38 | 11.52 | 13.52 | 25.44 | 20.02 | 29.16 | 41.80 | 14.84 | 9.59 | 10.62 | 11.12 | 14.55 | 23.72 | 15.24 | 17.53 | 14.76 | 17.22 | 13.43 |
| Draw Down(%) | NA | 27.38 | 27.38 | 27.38 | 46.75 | NA | NA | 55.34 | 16.49 | 18.26 | 9.41 | 18.34 | 15.73 | 40.33 | 6.89 | 28.22 | 5.53 | 12.21 | 13.89 | 8.43 | 4.42 | 11.29 | 22.47 | 15.96 | 29.00 | 46.11 | 10.14 | 8.42 | 7.47 | 7.25 | 13.46 | 33.62 | 17.51 | 14.36 | 13.60 | 25.36 | 0.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.85 | 2.98 | 3.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.26 | 7.07 | 5.38 | 3.38 | 1.24 | 0.69 | 0.00 | 10.42 | 9.86 | 15.17 | 0.66 | 0.73 | 1.03 | 12.60 | 4.36 | 0.87 | 0.33 | 0.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) |
-14.53%
Feb 2006 - Feb 2009 |
-4.99%
Mar 2015 - Mar 2020 |
0.79%
Feb 1999 - Feb 2009 |
3.53%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) |
24.93%
Sep 2011 - Sep 2014 |
23.73%
Feb 2009 - Feb 2014 |
12.79%
Feb 2009 - Feb 2019 |
9.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart