John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JELBX
JELBX charges 0.17% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JELBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | JELBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | JELBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | JELBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | JELBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | JELBX vs BWBIX |
Best Risk-Adjusted Alternatives to JELBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | JELBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | JELBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | JELBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | JELBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | JELBX vs PMAIX |
Top Performing JELBX Alternatives (YTD)
JELBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | JELBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | JELBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | JELBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | JELBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | JELBX vs CONWX |
Lowest Volatility Alternatives to JELBX
JELBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | JELBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | JELBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | JELBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | JELBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | JELBX vs SICIX |
Lowest Drawdown Alternatives to JELBX
JELBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | JELBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | JELBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | JELBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | JELBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | JELBX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With JELBX
What investors most often compare with JELBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund | Diversified Portfolio | 73 | -3.70% | Nov 6, 1986 | JELBX vs FBALX | |
| American Funds Washington Mutual Investors Fund Cl... | Large Cap Blend Equities | 38 | -5.27% | Jul 31, 1952 | JELBX vs AWSHX |
Compare JELBX with Any Fund or Stock
Compare JELBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.