JESVX vs. FCNTX

In the year-to-date period, JESVX achieves a -7.49% return, which is significantly lower than FCNTX's 4.71% return. Over the past 10 years, JESVX has underperformed FCNTX with an annualized return of -6.01%, while FCNTX has yielded a comparatively higher 15.30% annualized return.

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JESVX has a 1.04% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) and Fidelity Contrafund Fund (FCNTX). 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.

The current JESVX Sharpe Ratio is -0.30, which is lower than the FCNTX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of JESVX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JESVX's dividend yield for the trailing twelve months is around 7.06%, more than FCNTX's 4.77% yield.

The maximum JESVX drawdown since its inception was -63.90%, which is greater than FCNTX's maximum drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for JESVX and FCNTX.

John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) has a higher volatility of 6.86% compared to Fidelity Contrafund Fund (FCNTX) at 5.14%. This indicates that JESVX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.