JAKVX vs. PDT

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 Premium Dividend Fund (PDT).

JAKVX is an actively managed fund by John Hancock. It was launched on Apr 11, 2014. PDT is managed by John Hancock. It was launched on Dec 14, 1989.

Performance

JAKVX vs. PDT - 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 Premium Dividend Fund (PDT). The values are adjusted to include any dividend payments, if applicable.

JAKVX vs. PDT - Yearly Performance Comparison

	2026 (YTD)	2025
JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6	5.90%	17.29%
PDT John Hancock Premium Dividend Fund	6.16%	6.17%

Returns By Period

The year-to-date returns for both investments are quite close, with JAKVX having a 5.90% return and PDT slightly higher at 6.16%.

JAKVX

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

PDT

• 1D: 0.99%
• 1M: -1.97%
• YTD: 6.16%
• 6M: 1.94%
• 1Y: 9.65%
• 3Y*: 11.11%
• 5Y*: 5.77%
• 10Y*: 7.21%

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

JAKVX vs. PDT - Expense Ratio Comparison

JAKVX has a 1.54% expense ratio, which is lower than PDT's 5.06% expense ratio.

PDT

John Hancock Premium Dividend Fund

JAKVX

John Hancock Disciplined Value Global Long/Short Fund Class R6

Return for Risk

JAKVX vs. PDT — Risk / Return Rank

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

PDT

PDT Risk / Return Rank: 28
PDT Sharpe Ratio Rank: 28
PDT Sortino Ratio Rank: 24
PDT Omega Ratio Rank: 29
PDT Calmar Ratio Rank: 28
PDT Martin Ratio Rank: 30

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.

JAKVX vs. PDT - 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 Premium Dividend Fund (PDT). 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	PDT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.73	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.34	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.68	0.32	+3.36

Correlation

The correlation between JAKVX and PDT is 0.32, 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

JAKVX vs. PDT - Dividend Comparison

JAKVX's dividend yield for the trailing twelve months is around 8.00%, more than PDT's 7.48% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6	8.00%	8.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PDT John Hancock Premium Dividend Fund	7.48%	7.80%	7.77%	10.14%	9.04%	6.42%	8.43%	6.70%	8.69%	9.94%	9.15%	7.88%

Drawdowns

JAKVX vs. PDT - Drawdown Comparison

The maximum JAKVX drawdown since its inception was -5.16%, smaller than the maximum PDT drawdown of -62.39%. Use the drawdown chart below to compare losses from any high point for JAKVX and PDT.

Drawdown Indicators

	JAKVX	PDT	Difference
Max Drawdown Largest peak-to-trough decline	-5.16%	-62.39%	+57.23%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.34%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-40.44%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-62.39%	—
Current Drawdown Current decline from peak	-3.40%	-1.97%	-1.43%
Average Drawdown Average peak-to-trough decline	-0.81%	-10.05%	+9.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.63%	—

Volatility

Volatility by Period

	JAKVX	PDT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	7.24%	13.22%	-5.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.24%	17.06%	-9.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.24%	25.18%	-17.94%