JCCIX vs. JIBCX
Compare and contrast key facts about John Hancock Small Cap Core Fund (JCCIX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX).
JCCIX is managed by John Hancock. It was launched on Dec 20, 2013. JIBCX is managed by John Hancock. It was launched on Oct 14, 2005.
Performance
JCCIX vs. JIBCX - Performance Comparison
Loading graphics...
JCCIX vs. JIBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | 0.37% | -1.90% | 10.62% | 16.52% | -19.09% | 24.10% | 25.99% | 26.79% | -18.28% | 16.04% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | -11.51% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
Returns By Period
In the year-to-date period, JCCIX achieves a 0.37% return, which is significantly higher than JIBCX's -11.51% return. Over the past 10 years, JCCIX has underperformed JIBCX with an annualized return of 9.14%, while JIBCX has yielded a comparatively higher 13.64% annualized return.
JCCIX
- 1D
- 2.86%
- 1M
- -7.06%
- YTD
- 0.37%
- 6M
- 2.40%
- 1Y
- 8.65%
- 3Y*
- 6.10%
- 5Y*
- 1.15%
- 10Y*
- 9.14%
JIBCX
- 1D
- 3.96%
- 1M
- -5.57%
- YTD
- -11.51%
- 6M
- -18.02%
- 1Y
- 4.57%
- 3Y*
- 18.67%
- 5Y*
- 6.56%
- 10Y*
- 13.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JCCIX vs. JIBCX - Expense Ratio Comparison
JCCIX has a 0.98% expense ratio, which is higher than JIBCX's 0.81% expense ratio.
Return for Risk
JCCIX vs. JIBCX — Risk / Return Rank
JCCIX
JIBCX
JCCIX vs. JIBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Small Cap Core Fund (JCCIX) 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.
| JCCIX | JIBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.24 | +0.15 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.54 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.07 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | -0.30 | +0.90 |
Martin ratioReturn relative to average drawdown | 2.13 | -0.71 | +2.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JCCIX | JIBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.24 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.28 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.60 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.49 | -0.12 |
Correlation
The correlation between JCCIX and JIBCX is 0.69, 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
JCCIX vs. JIBCX - Dividend Comparison
JCCIX's dividend yield for the trailing twelve months is around 4.51%, while JIBCX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | 4.51% | 4.53% | 0.96% | 0.83% | 0.99% | 12.20% | 1.43% | 0.00% | 5.55% | 11.90% | 0.73% | 1.07% |
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% |
Drawdowns
JCCIX vs. JIBCX - Drawdown Comparison
The maximum JCCIX drawdown since its inception was -38.69%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JCCIX and JIBCX.
Loading graphics...
Drawdown Indicators
| JCCIX | JIBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.69% | -54.15% | +15.46% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -24.47% | +9.25% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -42.74% | +15.27% |
Max Drawdown (10Y)Largest decline over 10 years | -38.69% | -42.74% | +4.05% |
Current DrawdownCurrent decline from peak | -8.57% | -21.48% | +12.91% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -9.26% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 10.51% | -6.28% |
Volatility
JCCIX vs. JIBCX - Volatility Comparison
John Hancock Small Cap Core Fund (JCCIX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX) have volatilities of 6.87% and 7.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JCCIX | JIBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 7.11% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 15.08% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.88% | 26.49% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 24.53% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 22.98% | -1.55% |