JESTX vs. PGOYX
Compare and contrast key facts about John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) and Putnam Large Cap Growth Y (PGOYX).
JESTX is managed by John Hancock. It was launched on Dec 31, 1996. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
JESTX vs. PGOYX - Performance Comparison
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JESTX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JESTX John Hancock Variable Insurance Trust Science & Technology Trust | -7.66% | 24.07% | 37.90% | 54.68% | -68.16% | 8.37% | 57.16% | 37.93% | -0.61% | 24.51% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 24.84% |
Returns By Period
In the year-to-date period, JESTX achieves a -7.66% return, which is significantly higher than PGOYX's -9.67% return.
JESTX
- 1D
- 4.63%
- 1M
- -10.64%
- YTD
- -7.66%
- 6M
- -5.57%
- 1Y
- 34.99%
- 3Y*
- 24.31%
- 5Y*
- -4.21%
- 10Y*
- —
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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JESTX vs. PGOYX - Expense Ratio Comparison
JESTX has a 1.04% expense ratio, which is higher than PGOYX's 0.65% expense ratio.
Return for Risk
JESTX vs. PGOYX — Risk / Return Rank
JESTX
PGOYX
JESTX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) and Putnam Large Cap Growth Y (PGOYX). 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.
| JESTX | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.71 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.18 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.98 | -0.53 |
Martin ratioReturn relative to average drawdown | 1.32 | 3.34 | -2.02 |
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
| JESTX | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.71 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.51 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.32 | -0.01 |
Correlation
The correlation between JESTX and PGOYX is 0.90, 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
JESTX vs. PGOYX - Dividend Comparison
JESTX's dividend yield for the trailing twelve months is around 23.78%, more than PGOYX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JESTX John Hancock Variable Insurance Trust Science & Technology Trust | 23.78% | 21.96% | 0.00% | 0.00% | 0.00% | 24.96% | 9.28% | 19.35% | 18.35% | 0.00% | 0.00% | 0.00% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
JESTX vs. PGOYX - Drawdown Comparison
The maximum JESTX drawdown since its inception was -73.89%, roughly equal to the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for JESTX and PGOYX.
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Drawdown Indicators
| JESTX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.89% | -76.03% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -18.63% | -16.34% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -73.89% | -34.01% | -39.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.01% | — |
Current DrawdownCurrent decline from peak | -28.72% | -13.24% | -15.48% |
Average DrawdownAverage peak-to-trough decline | -22.30% | -31.72% | +9.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 4.78% | +5.03% |
Volatility
JESTX vs. PGOYX - Volatility Comparison
John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) has a higher volatility of 10.49% compared to Putnam Large Cap Growth Y (PGOYX) at 6.88%. This indicates that JESTX's price experiences larger fluctuations and is considered to be riskier than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JESTX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.49% | 6.88% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 19.39% | 12.72% | +6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.03% | 22.41% | +7.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.84% | 21.68% | +14.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 21.15% | +9.84% |