JAKRX vs. WTLS

Last updated Apr 2, 2026

Compare and contrast key facts about John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS).

JAKRX is an actively managed fund by John Hancock. It was launched on Dec 31, 2013. WTLS is an actively managed fund by WisdomTree. It was launched on Jan 20, 2026.

Performance

JAKRX vs. WTLS - 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 WisdomTree Efficient Long/Short US Equity Fund (WTLS). The values are adjusted to include any dividend payments, if applicable.

JAKRX vs. WTLS - Yearly Performance Comparison

	2026 (YTD)
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	2.35%
WTLS WisdomTree Efficient Long/Short US Equity Fund	-0.94%

Returns By Period

JAKRX

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

WTLS

• 1D: 1.45%
• 1M: -3.03%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JAKRX vs. WTLS - Expense Ratio Comparison

JAKRX has a 1.91% expense ratio, which is higher than WTLS's 0.88% expense ratio.

JAKRX

John Hancock Disciplined Value Global Long/Short Fund Class A

WTLS

WisdomTree Efficient Long/Short US Equity Fund

Return for Risk

JAKRX vs. WTLS - 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 WisdomTree Efficient Long/Short US Equity Fund (WTLS). 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	WTLS	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	3.63	-0.24	+3.87

Correlation

The correlation between JAKRX and WTLS is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

JAKRX vs. WTLS - Dividend Comparison

JAKRX's dividend yield for the trailing twelve months is around 7.66%, while WTLS has not paid dividends to shareholders.

	TTM	2025
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	7.66%	8.10%
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%

Drawdowns

JAKRX vs. WTLS - Drawdown Comparison

The maximum JAKRX drawdown since its inception was -5.16%, smaller than the maximum WTLS drawdown of -8.94%. Use the drawdown chart below to compare losses from any high point for JAKRX and WTLS.

Drawdown Indicators

	JAKRX	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	-5.16%	-8.94%	+3.78%
Current Drawdown Current decline from peak	-3.46%	-4.65%	+1.19%
Average Drawdown Average peak-to-trough decline	-0.81%	-2.87%	+2.06%

Volatility

Volatility by Period

	JAKRX	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	7.21%	19.96%	-12.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.21%	19.96%	-12.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.21%	19.96%	-12.75%