JAKRX vs. JAKVX

Last updated Apr 2, 2026

Compare and contrast key facts about John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) and John Hancock Disciplined Value Global Long/Short Fund Class R6 (JAKVX).

JAKRX is an actively managed fund by John Hancock. It was launched on Dec 31, 2013. JAKVX is an actively managed fund by John Hancock. It was launched on Apr 11, 2014.

Performance

JAKRX vs. JAKVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) and John Hancock Disciplined Value Global Long/Short Fund Class R6 (JAKVX). The values are adjusted to include any dividend payments, if applicable.

JAKRX vs. JAKVX - Yearly Performance Comparison

	2026 (YTD)	2025
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	5.78%	17.04%
JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6	5.90%	17.29%

Returns By Period

The year-to-date returns for both investments are quite close, with JAKRX having a 5.78% return and JAKVX slightly higher at 5.90%.

JAKRX

• 1D: 1.37%
• 1M: -3.19%
• YTD: 5.78%
• 6M: 7.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JAKVX

• 1D: 1.43%
• 1M: -3.13%
• YTD: 5.90%
• 6M: 7.86%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JAKRX vs. JAKVX - Expense Ratio Comparison

JAKRX has a 1.91% expense ratio, which is higher than JAKVX's 1.54% expense ratio.

JAKRX

John Hancock Disciplined Value Global Long/Short Fund Class A

JAKVX

John Hancock Disciplined Value Global Long/Short Fund Class R6

Return for Risk

JAKRX vs. JAKVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) and John Hancock Disciplined Value Global Long/Short Fund Class R6 (JAKVX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JAKRX	JAKVX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	3.63	3.68	-0.05

Correlation

The correlation between JAKRX and JAKVX is 1.00, 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

JAKRX vs. JAKVX - Dividend Comparison

JAKRX's dividend yield for the trailing twelve months is around 7.66%, less than JAKVX's 8.00% yield.

	TTM	2025
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	7.66%	8.10%
JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6	8.00%	8.47%

Drawdowns

JAKRX vs. JAKVX - Drawdown Comparison

The maximum JAKRX drawdown since its inception was -5.16%, roughly equal to the maximum JAKVX drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for JAKRX and JAKVX.

Drawdown Indicators

	JAKRX	JAKVX	Difference
Max Drawdown Largest peak-to-trough decline	-5.16%	-5.16%	0.00%
Current Drawdown Current decline from peak	-3.46%	-3.40%	-0.06%
Average Drawdown Average peak-to-trough decline	-0.81%	-0.81%	0.00%

Volatility

Volatility by Period

	JAKRX	JAKVX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	7.21%	7.24%	-0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.21%	7.24%	-0.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.21%	7.24%	-0.03%