JAKRX vs. JIBCX

Last updated Aug 5, 2026

JAKRX (John Hancock Disciplined Value Global Long/Short Fund Class A) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JAKRX is a Long-Short fund actively managed by John Hancock, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past year, JAKRX returned 22.09% vs -1.86% for JIBCX. Their 0.30 correlation means their historical movements had little consistent relationship. JAKRX charges 1.91%/yr vs 0.81%/yr for JIBCX.

Performance

JAKRX vs. JIBCX - 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 Funds II Blue Chip Growth Fund (JIBCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JAKRX achieves a 12.87% return, which is significantly higher than JIBCX's 0.72% return.

JAKRX

• 1D: 0.22%
• 1M: 2.02%
• 6M: 6.95%
• YTD: 12.87%
• 1Y: 22.09%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 24.62%

JIBCX

• 1D: 2.34%
• 1M: 1.24%
• 6M: 4.53%
• YTD: 0.72%
• 1Y: -1.86%
• 3Y*: 17.71%
• 5Y*: 6.72%
• 10Y*: 14.51%
• ALL TIME*: 11.38%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	$0.00	$0.00	$0.00
JIBCX John Hancock Funds II Blue Chip Growth Fund	$0.00	$0.00	$0.00

JAKRX vs. JIBCX - Yearly Performance Comparison

	2026 (YTD)	2025
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	12.87%	17.04%
JIBCX John Hancock Funds II Blue Chip Growth Fund	0.72%	16.08%

Correlation

The correlation between JAKRX and JIBCX is 0.35, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.35
Correlation (All Time) Calculated using the full available price history since Apr 28, 2025	0.30

Return for Risk

JAKRX vs. JIBCX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JAKRX

JAKRX Risk / Return Rank: 95
JAKRX Sharpe Ratio Rank: 97
JAKRX Sortino Ratio Rank: 96
JAKRX Omega Ratio Rank: 96
JAKRX Calmar Ratio Rank: 95
JAKRX Martin Ratio Rank: 91

JIBCX

JIBCX Risk / Return Rank: 3
JIBCX Sharpe Ratio Rank: 3
JIBCX Sortino Ratio Rank: 3
JIBCX Omega Ratio Rank: 3
JIBCX Calmar Ratio Rank: 3
JIBCX Martin Ratio Rank: 3

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JAKRX vs. JIBCX - 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 Funds II Blue Chip Growth Fund (JIBCX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JAKRX	JIBCX	Difference
Sharpe ratio: Return per unit of total volatility	2.97	-0.13	+3.10
Sortino ratio: Return per unit of downside risk	4.19	-0.03	+4.23
Omega ratio: Gain probability vs. loss probability	1.59	1.00	+0.59
Calmar ratio: Return relative to maximum drawdown	4.49	-0.10	+4.60
Martin ratio: Return relative to average drawdown	13.52	-0.23	+13.74

JAKRX vs. JIBCX - Sharpe Ratio Comparison

The current JAKRX Sharpe Ratio is 2.97, which is higher than the JIBCX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of JAKRX and JIBCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JAKRX vs. JIBCX - Drawdown Comparison

The maximum JAKRX drawdown since its inception was -5.16%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JAKRX and JIBCX.

Drawdown Indicators

	JAKRX	JIBCX	Difference
Max Drawdown Largest peak-to-trough decline	-5.16%	-54.15%	+48.99%
Max Drawdown (1Y) Largest decline over 1 year	-5.16%	-24.47%	+19.31%
Max Drawdown (3Y) Largest decline over 3 years	—	-24.47%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-42.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.74%	—
Current Drawdown Current decline from peak	-0.87%	-10.62%	+9.75%
Average Drawdown Average peak-to-trough decline	-1.00%	-9.29%	+8.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.71%	10.77%	-9.06%

Volatility

JAKRX vs. JIBCX - Volatility Comparison

The current volatility for John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) is 1.33%, while John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a volatility of 6.57%. This indicates that JAKRX experiences smaller price fluctuations and is considered to be less risky than JIBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JAKRX	JIBCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.33%	6.57%	-5.24%
Volatility (6M) Calculated over the trailing 6-month period	6.29%	14.75%	-8.46%
Volatility (1Y) Calculated over the trailing 1-year period	7.82%	20.37%	-12.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.41%	24.80%	-17.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.41%	23.14%	-15.73%

JAKRX vs. JIBCX - Expense Ratio Comparison

JAKRX has a 1.91% expense ratio, which is higher than JIBCX's 0.81% expense ratio.

Dividends

JAKRX vs. JIBCX - Dividend Comparison

JAKRX's dividend yield for the trailing twelve months is around 7.18%, while JIBCX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	7.18%	8.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JIBCX John Hancock Funds II Blue Chip Growth Fund	0.00%	0.00%	6.97%	3.23%	5.57%	16.46%	4.72%	1.46%	7.73%	16.16%	6.35%	13.20%

Frequently Asked Questions

Can I hold both JAKRX and JIBCX in my portfolio?

JAKRX and JIBCX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JAKRX or JIBCX?

JIBCX has higher volatility (6.57%) compared to JAKRX (1.33%). In terms of maximum drawdown, JAKRX dropped -5.16% vs JIBCX's -54.15%.

Which has better risk-adjusted returns?

JAKRX currently has the higher Sharpe Ratio (2.97 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.