JEEIX vs. JHNBX
JEEIX (JHancock Infrastructure Fund) and JHNBX (John Hancock Bond Fund) are both mutual funds - JEEIX is a Energy Equities fund managed by John Hancock, while JHNBX is a Intermediate Core-Plus Bond fund managed by John Hancock. Over the past 10 years, JEEIX returned 9.12%/yr vs 2.02%/yr for JHNBX. At a 0.19 correlation, their price movements are largely independent. JEEIX charges 0.95%/yr vs 0.76%/yr for JHNBX.
Performance
JEEIX vs. JHNBX - Performance Comparison
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Returns By Period
In the year-to-date period, JEEIX achieves a 12.48% return, which is significantly higher than JHNBX's 0.08% return. Over the past 10 years, JEEIX has outperformed JHNBX with an annualized return of 9.12%, while JHNBX has yielded a comparatively lower 2.02% annualized return.
JEEIX
- 1D
- 0.31%
- 1M
- 1.01%
- 6M
- 11.48%
- YTD
- 12.48%
- 1Y
- 21.24%
- 3Y*
- 18.33%
- 5Y*
- 9.49%
- 10Y*
- 9.12%
JHNBX
- 1D
- -0.15%
- 1M
- -0.24%
- 6M
- -0.22%
- YTD
- 0.08%
- 1Y
- 4.39%
- 3Y*
- 4.68%
- 5Y*
- -0.28%
- 10Y*
- 2.02%
JEEIX vs. JHNBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JEEIX JHancock Infrastructure Fund | 12.48% | 25.51% | 13.24% | 4.74% | -8.48% | 13.97% | 2.53% | 23.46% | -1.43% | 17.09% |
JHNBX John Hancock Bond Fund | 0.08% | 7.53% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.94% |
Correlation
The correlation between JEEIX and JHNBX is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Dec 24, 2013 | 0.19 |
The correlation between JEEIX and JHNBX shifts across timeframes, from 0.19 (all time) to 0.39 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
JEEIX vs. JHNBX — Risk / Return Rank
JEEIX
JHNBX
JEEIX vs. JHNBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JHancock Infrastructure Fund (JEEIX) and John Hancock Bond Fund (JHNBX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JEEIX | JHNBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.18 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 1.24 | +1.99 |
| Martin ratioReturn relative to average drawdown | 8.59 | 3.49 | +5.10 |
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Drawdowns
JEEIX vs. JHNBX - Drawdown Comparison
The maximum JEEIX drawdown since its inception was -30.39%, which is greater than JHNBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for JEEIX and JHNBX.
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Drawdown Indicators
| JEEIX | JHNBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.39% | -24.74% | -5.65% |
Max Drawdown (1Y)Largest decline over 1 year | -6.56% | -3.25% | -3.31% |
Max Drawdown (3Y)Largest decline over 3 years | -11.10% | -6.69% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -20.13% | -1.89% |
Max Drawdown (10Y)Largest decline over 10 years | -30.39% | -20.13% | -10.26% |
Current DrawdownCurrent decline from peak | -3.30% | -2.31% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -4.14% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 1.15% | +1.31% |
Volatility
JEEIX vs. JHNBX - Volatility Comparison
JHancock Infrastructure Fund (JEEIX) has a higher volatility of 3.20% compared to John Hancock Bond Fund (JHNBX) at 1.12%. This indicates that JEEIX's price experiences larger fluctuations and is considered to be riskier than JHNBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEEIX | JHNBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 1.12% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 3.07% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.04% | 3.90% | +6.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.85% | 5.88% | +6.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.08% | 4.92% | +9.16% |
JEEIX vs. JHNBX - Expense Ratio Comparison
JEEIX has a 0.95% expense ratio, which is higher than JHNBX's 0.76% expense ratio.
Dividends
JEEIX vs. JHNBX - Dividend Comparison
JEEIX's dividend yield for the trailing twelve months is around 1.84%, less than JHNBX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEEIX JHancock Infrastructure Fund | 1.84% | 2.37% | 2.48% | 2.25% | 1.93% | 6.70% | 2.24% | 4.69% | 4.25% | 2.29% | 2.27% | 1.42% |
JHNBX John Hancock Bond Fund | 4.51% | 4.41% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
Frequently Asked Questions
JEEIX and JHNBX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JEEIX has higher volatility (3.20%) compared to JHNBX (1.12%). In terms of maximum drawdown, JEEIX dropped -30.39% vs JHNBX's -24.74%.
JEEIX currently has the higher Sharpe Ratio (2.11 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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