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JABVX vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JABVX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Global Environmental Opportunities Fund (JABVX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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JABVX vs. VOO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
JABVX
John Hancock Global Environmental Opportunities Fund
0.51%6.57%3.45%19.30%-23.71%10.90%
VOO
Vanguard S&P 500 ETF
-3.66%17.82%24.98%26.32%-18.17%10.03%

Returns By Period

In the year-to-date period, JABVX achieves a 0.51% return, which is significantly higher than VOO's -3.66% return.


JABVX

1D
2.85%
1M
-7.92%
YTD
0.51%
6M
-3.09%
1Y
11.56%
3Y*
6.73%
5Y*
10Y*

VOO

1D
0.79%
1M
-4.29%
YTD
-3.66%
6M
-1.41%
1Y
18.17%
3Y*
18.58%
5Y*
11.93%
10Y*
14.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JABVX vs. VOO - Expense Ratio Comparison

JABVX has a 0.96% expense ratio, which is higher than VOO's 0.03% expense ratio.


Return for Risk

JABVX vs. VOO — Risk / Return Rank

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

JABVX
JABVX Risk / Return Rank: 2222
Overall Rank
JABVX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
JABVX Sortino Ratio Rank: 2121
Sortino Ratio Rank
JABVX Omega Ratio Rank: 1717
Omega Ratio Rank
JABVX Calmar Ratio Rank: 2828
Calmar Ratio Rank
JABVX Martin Ratio Rank: 2323
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 6060
Overall Rank
VOO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 5757
Sortino Ratio Rank
VOO Omega Ratio Rank: 6161
Omega Ratio Rank
VOO Calmar Ratio Rank: 5959
Calmar Ratio Rank
VOO Martin Ratio Rank: 6969
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.

JABVX vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Global Environmental Opportunities Fund (JABVX) and Vanguard S&P 500 ETF (VOO). 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.


JABVXVOODifference

Sharpe ratio

Return per unit of total volatility

0.65

1.01

-0.36

Sortino ratio

Return per unit of downside risk

1.04

1.53

-0.50

Omega ratio

Gain probability vs. loss probability

1.13

1.23

-0.10

Calmar ratio

Return relative to maximum drawdown

1.05

1.55

-0.50

Martin ratio

Return relative to average drawdown

3.25

7.31

-4.06

JABVX vs. VOO - Sharpe Ratio Comparison

The current JABVX Sharpe Ratio is 0.65, which is lower than the VOO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of JABVX and VOO, 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


JABVXVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

1.01

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.83

-0.71

Correlation

The correlation between JABVX and VOO is 0.87, 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

JABVX vs. VOO - Dividend Comparison

JABVX's dividend yield for the trailing twelve months is around 7.22%, more than VOO's 1.18% yield.


TTM20252024202320222021202020192018201720162015
JABVX
John Hancock Global Environmental Opportunities Fund
7.22%7.26%6.63%0.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.18%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

JABVX vs. VOO - Drawdown Comparison

The maximum JABVX drawdown since its inception was -33.96%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for JABVX and VOO.


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Drawdown Indicators


JABVXVOODifference

Max Drawdown

Largest peak-to-trough decline

-33.96%

-33.99%

+0.03%

Max Drawdown (1Y)

Largest decline over 1 year

-11.47%

-11.98%

+0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-8.96%

-5.55%

-3.41%

Average Drawdown

Average peak-to-trough decline

-10.76%

-3.72%

-7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

2.55%

+1.16%

Volatility

JABVX vs. VOO - Volatility Comparison

John Hancock Global Environmental Opportunities Fund (JABVX) has a higher volatility of 7.10% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that JABVX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JABVXVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.10%

5.34%

+1.76%

Volatility (6M)

Calculated over the trailing 6-month period

12.49%

9.47%

+3.02%

Volatility (1Y)

Calculated over the trailing 1-year period

18.55%

18.11%

+0.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

16.82%

+2.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.19%

17.99%

+1.20%