JFIIX vs. JIBCX
JFIIX (John Hancock Funds Floating Rate Income Fund) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JFIIX is a Bank Loan fund managed by John Hancock, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 10 years, JFIIX returned 4.25%/yr vs 14.38%/yr for JIBCX. Their 0.19 correlation means their historical movements had little consistent relationship. JFIIX charges 0.78%/yr vs 0.81%/yr for JIBCX.
Performance
JFIIX vs. JIBCX - Performance Comparison
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Returns By Period
In the year-to-date period, JFIIX achieves a 0.73% return, which is significantly higher than JIBCX's -1.59% return. Over the past 10 years, JFIIX has underperformed JIBCX with an annualized return of 4.25%, while JIBCX has yielded a comparatively higher 14.38% annualized return.
JFIIX
- 1D
- 0.00%
- 1M
- -0.14%
- 6M
- 0.87%
- YTD
- 0.73%
- 1Y
- 2.29%
- 3Y*
- 4.90%
- 5Y*
- 4.18%
- 10Y*
- 4.25%
- ALL TIME*
- 4.19%
JIBCX
- 1D
- 1.58%
- 1M
- -1.07%
- 6M
- 0.14%
- YTD
- -1.59%
- 1Y
- -4.58%
- 3Y*
- 15.87%
- 5Y*
- 6.35%
- 10Y*
- 14.38%
- ALL TIME*
- 11.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JFIIX vs. JIBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFIIX John Hancock Funds Floating Rate Income Fund | 0.73% | 4.78% | 7.19% | 11.06% | -3.83% | 4.50% | 2.91% | 9.34% | -0.88% | 3.02% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | -1.59% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
Correlation
The correlation between JFIIX and JIBCX is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2007 | 0.19 |
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Return for Risk
JFIIX vs. JIBCX — Risk / Return Rank
JFIIX
JIBCX
JFIIX vs. JIBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Floating Rate Income Fund (JFIIX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JFIIX | JIBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.97 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | -0.20 | +1.62 |
| Martin ratioReturn relative to average drawdown | 3.92 | -0.44 | +4.36 |
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Drawdowns
JFIIX vs. JIBCX - Drawdown Comparison
The maximum JFIIX drawdown since its inception was -29.82%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JFIIX and JIBCX.
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Drawdown Indicators
| JFIIX | JIBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.82% | -54.15% | +24.33% |
Max Drawdown (1Y)Largest decline over 1 year | -1.53% | -24.47% | +22.94% |
Max Drawdown (3Y)Largest decline over 3 years | -2.68% | -24.47% | +21.79% |
Max Drawdown (5Y)Largest decline over 5 years | -7.64% | -42.74% | +35.10% |
Max Drawdown (10Y)Largest decline over 10 years | -20.88% | -42.74% | +21.86% |
Current DrawdownCurrent decline from peak | -0.27% | -12.67% | +12.40% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -9.29% | +7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 10.75% | -10.20% |
Volatility
JFIIX vs. JIBCX - Volatility Comparison
The current volatility for John Hancock Funds Floating Rate Income Fund (JFIIX) is 0.24%, while John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a volatility of 6.20%. This indicates that JFIIX experiences smaller price fluctuations and is considered to be less risky than JIBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFIIX | JIBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.24% | 6.20% | -5.96% |
Volatility (6M)Calculated over the trailing 6-month period | 1.63% | 14.59% | -12.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.29% | 20.24% | -17.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.85% | 24.76% | -21.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.84% | 23.12% | -19.28% |
JFIIX vs. JIBCX - Expense Ratio Comparison
JFIIX has a 0.78% expense ratio, which is lower than JIBCX's 0.81% expense ratio.
Dividends
JFIIX vs. JIBCX - Dividend Comparison
JFIIX's dividend yield for the trailing twelve months is around 5.97%, while JIBCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFIIX John Hancock Funds Floating Rate Income Fund | 5.97% | 6.96% | 6.92% | 6.51% | 7.33% | 3.44% | 4.36% | 5.72% | 4.65% | 4.52% | 5.42% | 5.33% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
Frequently Asked Questions
JFIIX and JIBCX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBCX has higher volatility (6.20%) compared to JFIIX (0.24%). In terms of maximum drawdown, JFIIX dropped -29.82% vs JIBCX's -54.15%.
JFIIX currently has the higher Sharpe Ratio (0.98 vs -0.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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