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JAAAX vs. QSPRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JAAAX vs. QSPRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds Alternative Asset Allocation Fund (JAAAX) and AQR Style Premia Alternative R6 (QSPRX). The values are adjusted to include any dividend payments, if applicable.

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JAAAX vs. QSPRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JAAAX
John Hancock Funds Alternative Asset Allocation Fund
2.52%6.18%6.59%5.85%-3.12%4.77%4.36%8.95%-4.09%6.10%
QSPRX
AQR Style Premia Alternative R6
9.99%14.94%21.60%12.50%30.90%25.14%-21.91%-8.10%-12.32%12.18%

Returns By Period

In the year-to-date period, JAAAX achieves a 2.52% return, which is significantly lower than QSPRX's 9.99% return. Over the past 10 years, JAAAX has underperformed QSPRX with an annualized return of 4.05%, while QSPRX has yielded a comparatively higher 7.15% annualized return.


JAAAX

1D
0.41%
1M
-1.56%
YTD
2.52%
6M
3.59%
1Y
8.05%
3Y*
6.41%
5Y*
4.12%
10Y*
4.05%

QSPRX

1D
-0.10%
1M
3.23%
YTD
9.99%
6M
13.31%
1Y
13.18%
3Y*
20.09%
5Y*
18.79%
10Y*
7.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JAAAX vs. QSPRX - Expense Ratio Comparison

JAAAX has a 0.72% expense ratio, which is lower than QSPRX's 5.79% expense ratio.


Return for Risk

JAAAX vs. QSPRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JAAAX
JAAAX Risk / Return Rank: 8585
Overall Rank
JAAAX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
JAAAX Sortino Ratio Rank: 8686
Sortino Ratio Rank
JAAAX Omega Ratio Rank: 8888
Omega Ratio Rank
JAAAX Calmar Ratio Rank: 7676
Calmar Ratio Rank
JAAAX Martin Ratio Rank: 8787
Martin Ratio Rank

QSPRX
QSPRX Risk / Return Rank: 7070
Overall Rank
QSPRX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
QSPRX Sortino Ratio Rank: 7676
Sortino Ratio Rank
QSPRX Omega Ratio Rank: 6868
Omega Ratio Rank
QSPRX Calmar Ratio Rank: 7575
Calmar Ratio Rank
QSPRX Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JAAAX vs. QSPRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Alternative Asset Allocation Fund (JAAAX) and AQR Style Premia Alternative R6 (QSPRX). 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.


JAAAXQSPRXDifference

Sharpe ratio

Return per unit of total volatility

1.75

1.43

+0.32

Sortino ratio

Return per unit of downside risk

2.35

1.94

+0.41

Omega ratio

Gain probability vs. loss probability

1.39

1.26

+0.13

Calmar ratio

Return relative to maximum drawdown

1.88

1.77

+0.10

Martin ratio

Return relative to average drawdown

9.41

5.37

+4.04

JAAAX vs. QSPRX - Sharpe Ratio Comparison

The current JAAAX Sharpe Ratio is 1.75, which is comparable to the QSPRX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of JAAAX and QSPRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JAAAXQSPRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

1.43

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

1.18

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

0.56

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

0.57

+0.27

Correlation

The correlation between JAAAX and QSPRX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

JAAAX vs. QSPRX - Dividend Comparison

JAAAX's dividend yield for the trailing twelve months is around 1.49%, less than QSPRX's 2.39% yield.


TTM20252024202320222021202020192018201720162015
JAAAX
John Hancock Funds Alternative Asset Allocation Fund
1.49%1.53%1.17%1.71%3.02%1.72%0.74%3.38%1.99%1.23%0.77%2.78%
QSPRX
AQR Style Premia Alternative R6
2.39%2.63%6.99%23.75%22.67%12.85%0.00%1.62%1.09%7.15%1.74%5.87%

Drawdowns

JAAAX vs. QSPRX - Drawdown Comparison

The maximum JAAAX drawdown since its inception was -15.72%, smaller than the maximum QSPRX drawdown of -41.22%. Use the drawdown chart below to compare losses from any high point for JAAAX and QSPRX.


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Drawdown Indicators


JAAAXQSPRXDifference

Max Drawdown

Largest peak-to-trough decline

-15.72%

-41.22%

+25.50%

Max Drawdown (1Y)

Largest decline over 1 year

-4.43%

-8.17%

+3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-6.28%

-17.17%

+10.89%

Max Drawdown (10Y)

Largest decline over 10 years

-12.64%

-41.22%

+28.58%

Current Drawdown

Current decline from peak

-1.61%

-0.10%

-1.51%

Average Drawdown

Average peak-to-trough decline

-2.06%

-10.21%

+8.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.88%

2.70%

-1.82%

Volatility

JAAAX vs. QSPRX - Volatility Comparison

The current volatility for John Hancock Funds Alternative Asset Allocation Fund (JAAAX) is 1.16%, while AQR Style Premia Alternative R6 (QSPRX) has a volatility of 2.52%. This indicates that JAAAX experiences smaller price fluctuations and is considered to be less risky than QSPRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JAAAXQSPRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

2.52%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

2.74%

6.54%

-3.80%

Volatility (1Y)

Calculated over the trailing 1-year period

4.73%

10.13%

-5.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.22%

16.03%

-11.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.38%

12.80%

-8.42%