HPF vs. JCCIX
Compare and contrast key facts about John Hancock Preferred Income Fund II (HPF) and John Hancock Small Cap Core Fund (JCCIX).
HPF is managed by John Hancock. It was launched on Jan 1, 2005. JCCIX is managed by John Hancock. It was launched on Dec 20, 2013.
Performance
HPF vs. JCCIX - Performance Comparison
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HPF vs. JCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HPF John Hancock Preferred Income Fund II | -0.59% | 6.34% | 14.41% | 10.78% | -18.44% | 17.90% | -7.67% | 27.95% | -5.38% | 14.74% |
JCCIX John Hancock Small Cap Core Fund | -2.42% | -1.90% | 10.62% | 16.52% | -19.09% | 24.10% | 25.99% | 26.79% | -18.28% | 16.04% |
Returns By Period
In the year-to-date period, HPF achieves a -0.59% return, which is significantly higher than JCCIX's -2.42% return. Over the past 10 years, HPF has underperformed JCCIX with an annualized return of 5.46%, while JCCIX has yielded a comparatively higher 8.83% annualized return.
HPF
- 1D
- 3.17%
- 1M
- -2.59%
- YTD
- -0.59%
- 6M
- -3.05%
- 1Y
- 2.97%
- 3Y*
- 9.81%
- 5Y*
- 2.71%
- 10Y*
- 5.46%
JCCIX
- 1D
- -1.01%
- 1M
- -9.12%
- YTD
- -2.42%
- 6M
- -0.08%
- 1Y
- 6.25%
- 3Y*
- 5.11%
- 5Y*
- 0.91%
- 10Y*
- 8.83%
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HPF vs. JCCIX - Expense Ratio Comparison
HPF has a 0.01% expense ratio, which is lower than JCCIX's 0.98% expense ratio.
Return for Risk
HPF vs. JCCIX — Risk / Return Rank
HPF
JCCIX
HPF vs. JCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Preferred Income Fund II (HPF) and John Hancock Small Cap Core Fund (JCCIX). 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.
| HPF | JCCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.25 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.41 | 0.53 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.07 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.26 | 0.00 |
Martin ratioReturn relative to average drawdown | 0.76 | 0.93 | -0.16 |
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
| HPF | JCCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.25 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.04 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.41 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.35 | -0.09 |
Correlation
The correlation between HPF and JCCIX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HPF vs. JCCIX - Dividend Comparison
HPF's dividend yield for the trailing twelve months is around 9.49%, more than JCCIX's 4.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HPF John Hancock Preferred Income Fund II | 9.49% | 9.22% | 8.95% | 9.39% | 9.45% | 7.10% | 7.80% | 7.32% | 8.96% | 7.82% | 8.30% | 7.85% |
JCCIX John Hancock Small Cap Core Fund | 4.64% | 4.53% | 0.96% | 0.83% | 0.99% | 12.20% | 1.43% | 0.00% | 5.55% | 11.90% | 0.73% | 1.07% |
Drawdowns
HPF vs. JCCIX - Drawdown Comparison
The maximum HPF drawdown since its inception was -66.73%, which is greater than JCCIX's maximum drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for HPF and JCCIX.
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Drawdown Indicators
| HPF | JCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.73% | -38.69% | -28.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -15.22% | +5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -31.24% | -27.47% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -54.76% | -38.69% | -16.07% |
Current DrawdownCurrent decline from peak | -5.89% | -11.11% | +5.22% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -7.69% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.20% | -1.05% |
Volatility
HPF vs. JCCIX - Volatility Comparison
The current volatility for John Hancock Preferred Income Fund II (HPF) is 4.52%, while John Hancock Small Cap Core Fund (JCCIX) has a volatility of 6.10%. This indicates that HPF experiences smaller price fluctuations and is considered to be less risky than JCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HPF | JCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 6.10% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 5.85% | 13.44% | -7.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 23.76% | -11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 21.59% | -6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 21.42% | +0.68% |