CISMX vs. JVMIX
Compare and contrast key facts about Clarkston Partners Fund (CISMX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
CISMX vs. JVMIX - Performance Comparison
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CISMX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | -2.54% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
Returns By Period
In the year-to-date period, CISMX achieves a -2.54% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, CISMX has underperformed JVMIX with an annualized return of 6.07%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
CISMX
- 1D
- 2.25%
- 1M
- -5.82%
- YTD
- -2.54%
- 6M
- -3.89%
- 1Y
- -5.23%
- 3Y*
- -0.23%
- 5Y*
- -1.36%
- 10Y*
- 6.07%
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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CISMX vs. JVMIX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
CISMX vs. JVMIX — Risk / Return Rank
CISMX
JVMIX
CISMX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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.
| CISMX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.25 | 0.80 | -1.06 |
Sortino ratioReturn per unit of downside risk | -0.24 | 1.25 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.17 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.16 | -1.59 |
Martin ratioReturn relative to average drawdown | -1.04 | 4.73 | -5.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CISMX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 0.80 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.45 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.50 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.29 | +0.06 |
Correlation
The correlation between CISMX and JVMIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CISMX vs. JVMIX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.77%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 4.77% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
CISMX vs. JVMIX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for CISMX and JVMIX.
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Drawdown Indicators
| CISMX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -67.04% | +33.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -13.22% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -21.13% | -0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -42.64% | +8.84% |
Current DrawdownCurrent decline from peak | -16.58% | -6.93% | -9.65% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -13.43% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 3.23% | +1.47% |
Volatility
CISMX vs. JVMIX - Volatility Comparison
Clarkston Partners Fund (CISMX) has a higher volatility of 5.49% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that CISMX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CISMX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.40% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 9.77% | +2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 18.11% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 18.44% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 20.31% | -2.09% |