John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio (JELMX) Alternatives
John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio (JELMX) 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 JELMX. 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 JELMX
JELMX charges 0.17% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JELMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | JELMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | JELMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | JELMX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | JELMX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | JELMX vs BWBIX |
Best Risk-Adjusted Alternatives to JELMX
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 | JELMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | JELMX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | JELMX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | JELMX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | JELMX vs PMAIX |
Top Performing JELMX Alternatives (YTD)
JELMX 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 | JELMX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | JELMX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | JELMX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | JELMX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | JELMX vs CONWX |
Lowest Volatility Alternatives to JELMX
JELMX 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 | JELMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | JELMX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | JELMX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | JELMX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | JELMX vs SICIX |
Lowest Drawdown Alternatives to JELMX
JELMX 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 | JELMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | JELMX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | JELMX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | JELMX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | JELMX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With JELMX
What investors most often compare with JELMX, 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 | JELMX vs FBALX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | JELMX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | JELMX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | JELMX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | JELMX vs WWWEX |
Compare JELMX with Any Fund or Stock
Compare JELMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.