JDIUX vs. FIGSX
Compare and contrast key facts about John Hancock Disciplined Value International Fund (JDIUX) and Fidelity Series International Growth Fund (FIGSX).
JDIUX is managed by John Hancock. It was launched on Dec 29, 2011. FIGSX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
JDIUX vs. FIGSX - Performance Comparison
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JDIUX vs. FIGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JDIUX John Hancock Disciplined Value International Fund | 2.58% | 40.46% | -0.24% | 19.42% | -4.89% | 12.99% | 4.84% | 15.58% | -18.60% | 23.99% |
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
Returns By Period
In the year-to-date period, JDIUX achieves a 2.58% return, which is significantly higher than FIGSX's -1.99% return. Over the past 10 years, JDIUX has underperformed FIGSX with an annualized return of 8.88%, while FIGSX has yielded a comparatively higher 9.60% annualized return.
JDIUX
- 1D
- 3.20%
- 1M
- -7.57%
- YTD
- 2.58%
- 6M
- 7.05%
- 1Y
- 29.04%
- 3Y*
- 16.28%
- 5Y*
- 10.91%
- 10Y*
- 8.88%
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
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JDIUX vs. FIGSX - Expense Ratio Comparison
JDIUX has a 0.84% expense ratio, which is higher than FIGSX's 0.01% expense ratio.
Return for Risk
JDIUX vs. FIGSX — Risk / Return Rank
JDIUX
FIGSX
JDIUX vs. FIGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value International Fund (JDIUX) and Fidelity Series International Growth Fund (FIGSX). 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.
| JDIUX | FIGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 0.74 | +1.01 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.16 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.16 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 0.98 | +1.32 |
Martin ratioReturn relative to average drawdown | 8.86 | 3.83 | +5.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JDIUX | FIGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.74 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.33 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.55 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.06 |
Correlation
The correlation between JDIUX and FIGSX is 0.87, 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
JDIUX vs. FIGSX - Dividend Comparison
JDIUX's dividend yield for the trailing twelve months is around 8.73%, less than FIGSX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDIUX John Hancock Disciplined Value International Fund | 8.73% | 8.95% | 11.97% | 7.25% | 2.56% | 3.45% | 1.52% | 2.51% | 4.68% | 1.65% | 1.60% | 1.35% |
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
Drawdowns
JDIUX vs. FIGSX - Drawdown Comparison
The maximum JDIUX drawdown since its inception was -43.98%, which is greater than FIGSX's maximum drawdown of -34.47%. Use the drawdown chart below to compare losses from any high point for JDIUX and FIGSX.
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Drawdown Indicators
| JDIUX | FIGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.98% | -34.47% | -9.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -13.89% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -26.16% | -34.47% | +8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -43.98% | -34.47% | -9.51% |
Current DrawdownCurrent decline from peak | -8.99% | -10.60% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -6.49% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.55% | -0.40% |
Volatility
JDIUX vs. FIGSX - Volatility Comparison
The current volatility for John Hancock Disciplined Value International Fund (JDIUX) is 7.53%, while Fidelity Series International Growth Fund (FIGSX) has a volatility of 9.09%. This indicates that JDIUX experiences smaller price fluctuations and is considered to be less risky than FIGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JDIUX | FIGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 9.09% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 13.23% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.56% | 19.24% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 17.61% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 17.54% | -0.18% |