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 57 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JELBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JELBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JELBX vs BWBIX |
Best Risk-Adjusted Alternatives to JELBX
JELBX has a PortfoliosLab risk / return rank of 66. There are 201 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 | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | JELBX vs EKBAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | JELBX vs FIQDX |
Top Performing JELBX Alternatives (YTD)
JELBX is at 6.42% YTD. There are 272 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | JELBX vs EKBAX | |
| Greenspring Fund | 21.22% | — | Jun 1983 | JELBX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | JELBX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | JELBX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | JELBX vs BLNDX |
Lowest Volatility Alternatives to JELBX
JELBX has 8.22% 1-year volatility. There are 278 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | JELBX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | JELBX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | JELBX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | JELBX vs CSTAX |
Lowest Drawdown Alternatives to JELBX
JELBX has a 1-year max drawdown of -6.38%. There are 272 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | JELBX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | JELBX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | JELBX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | JELBX vs FSRRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 71 | 21.03% | — | Jan 2000 | JELBX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | JELBX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | JELBX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | JELBX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | JELBX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | JELBX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | JELBX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | JELBX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | JELBX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | JELBX vs ASFYX |
Often Compared With JELBX
Investors most often compare JELBX with FBALX, AWSHX, AAAAX. These 14 comparison targets span 4 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