Correlation
The correlation between JFGIX and ARES is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
JFGIX vs. ARES
Compare and contrast key facts about John Hancock Funds Fundamental Global Franchise Fund (JFGIX) and Ares Management Corporation (ARES).
JFGIX is managed by John Hancock. It was launched on Jun 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFGIX or ARES.
Performance
JFGIX vs. ARES - Performance Comparison
Loading data...
Key characteristics
Returns By Period
JFGIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
ARES
-5.78%
8.69%
-5.14%
21.20%
36.63%
38.71%
29.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
JFGIX vs. ARES — Risk-Adjusted Performance Rank
JFGIX
ARES
JFGIX vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Fundamental Global Franchise Fund (JFGIX) and Ares Management Corporation (ARES). 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.
Loading data...
Dividends
JFGIX vs. ARES - Dividend Comparison
JFGIX has not paid dividends to shareholders, while ARES's dividend yield for the trailing twelve months is around 2.36%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFGIX John Hancock Funds Fundamental Global Franchise Fund | 100.90% | 0.94% | 6.97% | 8.71% | 9.24% | 8.02% | 0.74% | 14.81% | 16.74% | 11.39% | 10.93% | 6.14% |
ARES Ares Management Corporation | 2.36% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
Drawdowns
JFGIX vs. ARES - Drawdown Comparison
Loading data...
Volatility
JFGIX vs. ARES - Volatility Comparison
Loading data...