JELBX vs. AWSHX
Compare and contrast key facts about John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
JELBX is managed by Blackrock. It was launched on Jan 6, 1997. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JELBX or AWSHX.
Correlation
The correlation between JELBX and AWSHX is 0.86, 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.
Performance
JELBX vs. AWSHX - Performance Comparison
Key characteristics
JELBX:
1.48
AWSHX:
0.89
JELBX:
2.08
AWSHX:
1.18
JELBX:
1.27
AWSHX:
1.18
JELBX:
0.68
AWSHX:
1.42
JELBX:
7.03
AWSHX:
4.26
JELBX:
1.61%
AWSHX:
2.61%
JELBX:
7.65%
AWSHX:
12.58%
JELBX:
-45.44%
AWSHX:
-53.26%
JELBX:
-6.34%
AWSHX:
-1.50%
Returns By Period
In the year-to-date period, JELBX achieves a 3.01% return, which is significantly lower than AWSHX's 5.63% return. Over the past 10 years, JELBX has underperformed AWSHX with an annualized return of -0.23%, while AWSHX has yielded a comparatively higher 6.44% annualized return.
JELBX
3.01%
1.02%
3.03%
11.53%
-0.46%
-0.23%
AWSHX
5.63%
1.99%
4.59%
11.13%
7.68%
6.44%
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JELBX vs. AWSHX - Expense Ratio Comparison
JELBX has a 0.17% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Risk-Adjusted Performance
JELBX vs. AWSHX — Risk-Adjusted Performance Rank
JELBX
AWSHX
JELBX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). 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.
Dividends
JELBX vs. AWSHX - Dividend Comparison
JELBX's dividend yield for the trailing twelve months is around 2.50%, more than AWSHX's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JELBX John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio | 2.50% | 2.57% | 2.35% | 2.72% | 2.56% | 2.50% | 1.96% | 2.55% | 2.18% | 2.13% | 2.60% | 2.96% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.33% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% |
Drawdowns
JELBX vs. AWSHX - Drawdown Comparison
The maximum JELBX drawdown since its inception was -45.44%, smaller than the maximum AWSHX drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for JELBX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
JELBX vs. AWSHX - Volatility Comparison
The current volatility for John Hancock Variable Insurance Trust Managed Volatility Balanced Portfolio (JELBX) is 1.71%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 2.49%. This indicates that JELBX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.