JESVX vs. HWSIX
Compare and contrast key facts about John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
JESVX is managed by John Hancock. It was launched on Apr 28, 2005. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
JESVX vs. HWSIX - Performance Comparison
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JESVX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JESVX John Hancock Variable Insurance Trust Small Cap Value Trust | -2.36% | 0.13% | 5.97% | 14.02% | -9.84% | 26.18% | -6.96% | 26.52% | -12.98% | -3.88% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.26% |
Returns By Period
In the year-to-date period, JESVX achieves a -2.36% return, which is significantly lower than HWSIX's 7.19% return.
JESVX
- 1D
- -2.91%
- 1M
- -10.17%
- YTD
- -2.36%
- 6M
- -0.12%
- 1Y
- 4.54%
- 3Y*
- 4.94%
- 5Y*
- 3.18%
- 10Y*
- —
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
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JESVX vs. HWSIX - Expense Ratio Comparison
JESVX has a 1.04% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
JESVX vs. HWSIX — Risk / Return Rank
JESVX
HWSIX
JESVX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX). 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.
| JESVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.73 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.41 | 1.16 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.92 | -1.07 |
Martin ratioReturn relative to average drawdown | -0.43 | 3.44 | -3.87 |
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
| JESVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.73 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.43 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.44 | -0.31 |
Correlation
The correlation between JESVX and HWSIX is 0.88, 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
JESVX vs. HWSIX - Dividend Comparison
JESVX's dividend yield for the trailing twelve months is around 12.00%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JESVX John Hancock Variable Insurance Trust Small Cap Value Trust | 12.00% | 11.72% | 6.53% | 9.41% | 21.62% | 1.33% | 12.54% | 7.49% | 16.31% | 0.76% | 0.00% | 0.00% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
Drawdowns
JESVX vs. HWSIX - Drawdown Comparison
The maximum JESVX drawdown since its inception was -46.09%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for JESVX and HWSIX.
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Drawdown Indicators
| JESVX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.09% | -72.00% | +25.91% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -16.44% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -26.92% | +0.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.67% | — |
Current DrawdownCurrent decline from peak | -10.55% | -2.75% | -7.80% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -12.12% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 4.42% | +3.41% |
Volatility
JESVX vs. HWSIX - Volatility Comparison
John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) has a higher volatility of 5.22% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that JESVX's price experiences larger fluctuations and is considered to be riskier than HWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JESVX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 4.15% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 12.90% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.45% | 23.97% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 21.70% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.38% | 24.67% | -1.29% |