JAKVX vs. JAKRX

Last updated Apr 2, 2026

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

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

Performance

JAKVX vs. JAKRX - Performance Comparison

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

JAKVX vs. JAKRX - Yearly Performance Comparison

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

Returns By Period

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

JAKVX

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

JAKRX

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

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

JAKVX vs. JAKRX - Expense Ratio Comparison

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

JAKVX vs. JAKRX - Risk-Adjusted Trends Comparison

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

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

Correlation

The correlation between JAKVX and JAKRX 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

JAKVX vs. JAKRX - Dividend Comparison

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

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

Drawdowns

JAKVX vs. JAKRX - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

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