JCCIX vs. JIGMX
Compare and contrast key facts about John Hancock Small Cap Core Fund (JCCIX) and John Hancock Investment Grade Bond Fund Class R4 (JIGMX).
JCCIX is managed by John Hancock. It was launched on Dec 20, 2013. JIGMX is managed by John Hancock. It was launched on Apr 27, 2015.
Performance
JCCIX vs. JIGMX - Performance Comparison
Loading graphics...
JCCIX vs. JIGMX - 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% |
JIGMX John Hancock Investment Grade Bond Fund Class R4 | -0.55% | 7.50% | 1.36% | 4.55% | -14.64% | -1.49% | 9.76% | 8.71% | -0.19% | 3.91% |
Returns By Period
In the year-to-date period, JCCIX achieves a 0.37% return, which is significantly higher than JIGMX's -0.55% return. Over the past 10 years, JCCIX has outperformed JIGMX with an annualized return of 9.14%, while JIGMX has yielded a comparatively lower 1.72% 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%
JIGMX
- 1D
- 0.22%
- 1M
- -1.94%
- YTD
- -0.55%
- 6M
- 0.25%
- 1Y
- 3.63%
- 3Y*
- 3.11%
- 5Y*
- -0.37%
- 10Y*
- 1.72%
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. JIGMX - Expense Ratio Comparison
JCCIX has a 0.98% expense ratio, which is higher than JIGMX's 0.64% expense ratio.
Return for Risk
JCCIX vs. JIGMX — Risk / Return Rank
JCCIX
JIGMX
JCCIX vs. JIGMX - 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 Investment Grade Bond Fund Class R4 (JIGMX). 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 | JIGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.88 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.25 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.46 | -0.87 |
Martin ratioReturn relative to average drawdown | 2.13 | 4.17 | -2.04 |
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 | JIGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.88 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.06 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.35 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.39 | -0.02 |
Correlation
The correlation between JCCIX and JIGMX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JCCIX vs. JIGMX - Dividend Comparison
JCCIX's dividend yield for the trailing twelve months is around 4.51%, more than JIGMX's 3.80% yield.
| 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% |
JIGMX John Hancock Investment Grade Bond Fund Class R4 | 3.80% | 4.10% | 3.82% | 2.43% | 2.57% | 2.34% | 4.61% | 2.92% | 2.92% | 2.77% | 2.83% | 0.00% |
Drawdowns
JCCIX vs. JIGMX - Drawdown Comparison
The maximum JCCIX drawdown since its inception was -38.69%, which is greater than JIGMX's maximum drawdown of -19.82%. Use the drawdown chart below to compare losses from any high point for JCCIX and JIGMX.
Loading graphics...
Drawdown Indicators
| JCCIX | JIGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.69% | -19.82% | -18.87% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -3.10% | -12.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -19.82% | -7.65% |
Max Drawdown (10Y)Largest decline over 10 years | -38.69% | -19.82% | -18.87% |
Current DrawdownCurrent decline from peak | -8.57% | -4.80% | -3.77% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -5.19% | -2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 1.09% | +3.14% |
Volatility
JCCIX vs. JIGMX - Volatility Comparison
John Hancock Small Cap Core Fund (JCCIX) has a higher volatility of 6.87% compared to John Hancock Investment Grade Bond Fund Class R4 (JIGMX) at 1.57%. This indicates that JCCIX's price experiences larger fluctuations and is considered to be riskier than JIGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JCCIX | JIGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 1.57% | +5.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 2.68% | +11.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.88% | 4.58% | +19.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 6.01% | +15.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 4.95% | +16.48% |