JAKRX vs. KCEIX

Last updated Apr 2, 2026

Compare and contrast key facts about John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) and Knights of Columbus Long/Short Equity Fund (KCEIX).

JAKRX is an actively managed fund by John Hancock. It was launched on Dec 31, 2013. KCEIX is managed by Catholic Investor. It was launched on Dec 1, 2019.

Performance

JAKRX vs. KCEIX - 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 Knights of Columbus Long/Short Equity Fund (KCEIX). The values are adjusted to include any dividend payments, if applicable.

JAKRX vs. KCEIX - Yearly Performance Comparison

	2026 (YTD)	2025
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	5.78%	17.04%
KCEIX Knights of Columbus Long/Short Equity Fund	2.96%	7.00%

Returns By Period

In the year-to-date period, JAKRX achieves a 5.78% return, which is significantly higher than KCEIX's 2.96% return.

JAKRX

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

KCEIX

• 1D: -0.08%
• 1M: 2.47%
• YTD: 2.96%
• 6M: 6.37%
• 1Y: 8.69%
• 3Y*: 9.62%
• 5Y*: 9.08%
• 10Y*: —

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

JAKRX vs. KCEIX - Expense Ratio Comparison

JAKRX has a 1.91% expense ratio, which is higher than KCEIX's 1.50% expense ratio.

JAKRX

John Hancock Disciplined Value Global Long/Short Fund Class A

KCEIX

Knights of Columbus Long/Short Equity Fund

Return for Risk

JAKRX vs. KCEIX — Risk / Return Rank

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

KCEIX

KCEIX Risk / Return Rank: 78
KCEIX Sharpe Ratio Rank: 74
KCEIX Sortino Ratio Rank: 77
KCEIX Omega Ratio Rank: 69
KCEIX Calmar Ratio Rank: 91
KCEIX Martin Ratio Rank: 79

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.

JAKRX vs. KCEIX - 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 Knights of Columbus Long/Short Equity Fund (KCEIX). 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	KCEIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.40	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.63	0.79	+2.84

Correlation

The correlation between JAKRX and KCEIX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

JAKRX vs. KCEIX - Dividend Comparison

JAKRX's dividend yield for the trailing twelve months is around 7.66%, more than KCEIX's 1.20% yield.

	TTM	2025	2024	2023	2022	2021	2020
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	7.66%	8.10%	0.00%	0.00%	0.00%	0.00%	0.00%
KCEIX Knights of Columbus Long/Short Equity Fund	1.20%	1.66%	2.35%	2.20%	7.60%	0.00%	0.14%

Drawdowns

JAKRX vs. KCEIX - Drawdown Comparison

The maximum JAKRX drawdown since its inception was -5.16%, smaller than the maximum KCEIX drawdown of -16.07%. Use the drawdown chart below to compare losses from any high point for JAKRX and KCEIX.

Drawdown Indicators

	JAKRX	KCEIX	Difference
Max Drawdown Largest peak-to-trough decline	-5.16%	-16.07%	+10.91%
Max Drawdown (1Y) Largest decline over 1 year	—	-3.50%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-7.12%	—
Current Drawdown Current decline from peak	-3.46%	-0.31%	-3.15%
Average Drawdown Average peak-to-trough decline	-0.81%	-3.55%	+2.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.15%	—

Volatility

Volatility by Period

	JAKRX	KCEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.36%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.77%	—
Volatility (1Y) Calculated over the trailing 1-year period	7.21%	6.51%	+0.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.21%	7.02%	+0.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.21%	8.07%	-0.86%