John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JELBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JELBX
JELBX charges 0.17% annually. There are 60 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JELBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JELBX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JELBX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JELBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JELBX vs BWBIX |
Best Risk-Adjusted Alternatives to JELBX
JELBX has a PortfoliosLab risk / return rank of 53. There are 358 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JELBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JELBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JELBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JELBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JELBX vs FSRRX |
Top Performing JELBX Alternatives (YTD)
JELBX is at 5.13% YTD. There are 343 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | JELBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JELBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JELBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JELBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JELBX vs BRUFX |
Lowest Volatility Alternatives to JELBX
JELBX has 8.87% 1-year volatility. There are 276 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | JELBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JELBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JELBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JELBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JELBX vs CSTAX |
Lowest Drawdown Alternatives to JELBX
JELBX has a 1-year max drawdown of -6.38%. There are 269 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JELBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JELBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JELBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JELBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JELBX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With JELBX
Investors most often compare JELBX with FBALX, AWSHX, AAAAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JELBX with Any Fund or Stock
Compare JELBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JELBX with funds that move differently
John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JELBX.
Explore JELBX Diversifiers