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 a closer substitute for your current allocation.
Cheapest Alternatives to JELMX
JELMX 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 | JELMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JELMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JELMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JELMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JELMX vs BWBIX |
Best Risk-Adjusted Alternatives to JELMX
JELMX has a PortfoliosLab risk / return rank of 54. There are 355 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 | JELMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JELMX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JELMX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JELMX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JELMX vs FSRRX |
Top Performing JELMX Alternatives (YTD)
JELMX is at 4.19% YTD. There are 421 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 | JELMX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JELMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JELMX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JELMX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JELMX vs BRUFX |
Lowest Volatility Alternatives to JELMX
JELMX has 7.69% 1-year volatility. There are 195 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 | JELMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JELMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JELMX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JELMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JELMX vs CSTAX |
Lowest Drawdown Alternatives to JELMX
JELMX has a 1-year max drawdown of -5.55%. There are 174 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 | JELMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JELMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JELMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JELMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JELMX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | JELMX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | JELMX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | JELMX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | JELMX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | JELMX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | JELMX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | JELMX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | JELMX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | JELMX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | JELMX vs BRHYX |
Often Compared With JELMX
Investors most often compare JELMX with FBALX, PMAIX, FCSRX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JELMX with Any Fund or Stock
Compare JELMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JELMX with funds that move differently
John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JELMX.
Explore JELMX Diversifiers