CIMDX vs. JVMRX
CIMDX (Clarkston Founders Fund) and JVMRX (John Hancock Disciplined Value Mid Cap Fund Class R6) are both Mid Cap Value Equities funds. Over the past 5 years, CIMDX returned 4.18%/yr vs 10.13%/yr for JVMRX. Their correlation of 0.84 means they have usually moved in the same direction. CIMDX charges 0.95%/yr vs 0.74%/yr for JVMRX.
Performance
CIMDX vs. JVMRX - Performance Comparison
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Returns By Period
In the year-to-date period, CIMDX achieves a 4.58% return, which is significantly lower than JVMRX's 14.28% return.
CIMDX
- 1D
- -3.66%
- 1M
- 1.05%
- 6M
- 3.52%
- YTD
- 4.58%
- 1Y
- 13.04%
- 3Y*
- 6.58%
- 5Y*
- 4.18%
- 10Y*
- —
- ALL TIME*
- 8.10%
JVMRX
- 1D
- -0.66%
- 1M
- 2.05%
- 6M
- 9.61%
- YTD
- 14.28%
- 1Y
- 19.12%
- 3Y*
- 14.01%
- 5Y*
- 10.13%
- 10Y*
- 10.86%
- ALL TIME*
- 12.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CIMDX vs. JVMRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 4.58% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 14.28% | 11.40% | 10.59% | 16.81% | -7.00% | 26.95% | 6.00% | 30.26% | -14.75% | 12.44% |
Correlation
The correlation between CIMDX and JVMRX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.84 |
The correlation between CIMDX and JVMRX shifts across timeframes, from 0.66 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CIMDX vs. JVMRX — Risk / Return Rank
CIMDX
JVMRX
CIMDX vs. JVMRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CIMDX | JVMRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.24 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 2.03 | -1.26 |
| Martin ratioReturn relative to average drawdown | 1.83 | 6.58 | -4.76 |
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Drawdowns
CIMDX vs. JVMRX - Drawdown Comparison
The maximum CIMDX drawdown since its inception was -31.86%, smaller than the maximum JVMRX drawdown of -42.63%. Use the drawdown chart below to compare losses from any high point for CIMDX and JVMRX.
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Drawdown Indicators
| CIMDX | JVMRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.86% | -42.63% | +10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -8.61% | -3.22% |
Max Drawdown (3Y)Largest decline over 3 years | -14.82% | -21.18% | +6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -15.58% | -21.18% | +5.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.63% | — |
Current DrawdownCurrent decline from peak | -3.66% | -1.60% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -4.33% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 2.65% | +2.34% |
Volatility
CIMDX vs. JVMRX - Volatility Comparison
Clarkston Founders Fund (CIMDX) has a higher volatility of 10.07% compared to John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) at 3.46%. This indicates that CIMDX's price experiences larger fluctuations and is considered to be riskier than JVMRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIMDX | JVMRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.07% | 3.46% | +6.61% |
Volatility (6M)Calculated over the trailing 6-month period | 15.88% | 9.11% | +6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.86% | 12.99% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 18.24% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 20.24% | -2.49% |
CIMDX vs. JVMRX - Expense Ratio Comparison
CIMDX has a 0.95% expense ratio, which is higher than JVMRX's 0.74% expense ratio.
Dividends
CIMDX vs. JVMRX - Dividend Comparison
CIMDX's dividend yield for the trailing twelve months is around 3.10%, less than JVMRX's 8.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 3.10% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 8.19% | 9.36% | 12.17% | 4.12% | 5.38% | 6.78% | 1.22% | 2.49% | 14.01% | 5.94% | 1.91% | 5.88% |
Frequently Asked Questions
CIMDX and JVMRX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIMDX has higher volatility (10.07%) compared to JVMRX (3.46%). In terms of maximum drawdown, CIMDX dropped -31.86% vs JVMRX's -42.63%.
JVMRX currently has the higher Sharpe Ratio (1.35 vs 0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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