Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JVMIX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I) | 8.42% | 3.45% | 8.06% | 10.40% | 7.16% | 11.41% | 9.29% | 9.06% |
Data as of 07/03/2025, AR inception is 12/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVMIX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I) | 12/19/1997 | 07/03/2025 |
| 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 (%) | 3.11 | 3.45 | 8.06 | 10.40 | 7.16 | 11.41 | 9.29 | 9.06 | 8.42 | -0.72 | 13.12 | -10.90 | 19.29 | 5.55 | 30.13 | -14.90 | 15.72 | 15.25 | 2.13 | 13.30 | 39.49 | 18.57 | 0.62 | 23.25 | 40.99 | -32.37 | 5.34 | 16.94 | 10.29 | 21.04 | 36.53 | -14.44 | 8.59 | 14.66 | -4.32 | -2.20 | 1.74 |
| Sharpe Ratio | NA | -0.12 | 0.16 | 0.45 | 0.25 | NA | NA | 0.35 | 0.38 | -0.45 | 0.60 | -0.52 | 1.01 | 0.13 | 2.30 | -1.04 | 1.78 | 0.97 | 0.14 | 1.10 | 3.20 | 1.30 | 0.02 | 0.77 | 1.34 | -0.81 | 0.16 | 1.34 | 0.74 | 1.72 | 2.38 | -0.71 | 0.33 | 0.58 | -0.44 | -0.29 | 5.48 |
| Standard Deviation(%) | NA | 21.16 | 18.33 | 19.44 | 20.71 | NA | NA | 21.11 | 22.63 | 16.16 | 14.99 | 23.52 | 19.14 | 41.91 | 12.48 | 15.66 | 8.52 | 15.52 | 15.16 | 12.11 | 12.32 | 14.40 | 35.21 | 30.07 | 30.43 | 41.18 | 14.62 | 10.26 | 10.97 | 11.66 | 15.04 | 21.96 | 19.16 | 18.21 | 17.12 | 18.95 | 14.97 |
| Draw Down(%) | NA | 27.61 | 27.61 | 27.61 | 42.64 | NA | NA | 52.62 | 17.51 | 16.71 | 12.15 | 20.32 | 11.48 | 42.64 | 6.43 | 23.70 | 4.24 | 14.36 | 11.48 | 9.70 | 4.94 | 11.24 | 24.78 | 17.47 | 26.45 | 48.75 | 11.35 | 8.44 | 6.63 | 10.35 | 12.77 | 34.31 | 21.00 | 11.09 | 17.26 | 34.63 | 1.73 |
| Yield(%) | 0.00 | 0.86 | 1.06 | 1.17 | 3.59 | 6.55 | 5.81 | 6.80 | 0.00 | 0.90 | 1.06 | 0.91 | 0.62 | 0.83 | 3.05 | 10.36 | 6.95 | 3.21 | 6.23 | 3.10 | 2.93 | 0.74 | 0.51 | 0.36 | 1.01 | 0.95 | 13.25 | 32.14 | 14.37 | 18.38 | 0.74 | 0.00 | 16.55 | 0.62 | 1.41 | 0.07 | 0.13 |
Data as of 07/03/2025, AR inception is 12/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVMIX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I) |
-11.53%
Feb 2006 - Feb 2009 |
-3.30%
Mar 1998 - Mar 2003 |
3.48%
Feb 1999 - Feb 2009 |
7.74%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVMIX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I) |
31.45%
Feb 2009 - Feb 2012 |
28.34%
Feb 2009 - Feb 2014 |
17.79%
Feb 2009 - Feb 2019 |
14.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart