JFIVX vs. JHNBX
Compare and contrast key facts about John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and John Hancock Bond Fund (JHNBX).
JFIVX is managed by John Hancock. It was launched on Nov 4, 2012. JHNBX is managed by John Hancock. It was launched on Nov 9, 1973.
Performance
JFIVX vs. JHNBX - Performance Comparison
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JFIVX vs. JHNBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | -4.42% | 17.54% | 24.61% | 25.92% | -18.30% | 28.31% | 18.03% | 31.05% | -5.00% | 17.27% |
JHNBX John Hancock Bond Fund | -0.65% | 7.36% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.47% |
Returns By Period
In the year-to-date period, JFIVX achieves a -4.42% return, which is significantly lower than JHNBX's -0.65% return.
JFIVX
- 1D
- 2.92%
- 1M
- -5.06%
- YTD
- -4.42%
- 6M
- -2.29%
- 1Y
- 17.02%
- 3Y*
- 17.95%
- 5Y*
- 11.48%
- 10Y*
- —
JHNBX
- 1D
- 0.22%
- 1M
- -2.03%
- YTD
- -0.65%
- 6M
- 0.09%
- 1Y
- 3.62%
- 3Y*
- 3.84%
- 5Y*
- 0.03%
- 10Y*
- 2.26%
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JFIVX vs. JHNBX - Expense Ratio Comparison
JFIVX has a 0.30% expense ratio, which is lower than JHNBX's 0.76% expense ratio.
Return for Risk
JFIVX vs. JHNBX — Risk / Return Rank
JFIVX
JHNBX
JFIVX vs. JHNBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and John Hancock Bond Fund (JHNBX). 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.
| JFIVX | JHNBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.89 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.25 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.39 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.70 | 4.28 | +1.42 |
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
| JFIVX | JHNBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.89 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.00 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.75 | -0.02 |
Correlation
The correlation between JFIVX and JHNBX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JFIVX vs. JHNBX - Dividend Comparison
JFIVX's dividend yield for the trailing twelve months is around 2.67%, less than JHNBX's 3.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 2.67% | 2.56% | 2.19% | 2.44% | 5.19% | 5.17% | 3.38% | 2.97% | 2.90% | 1.27% | 0.00% | 0.00% |
JHNBX John Hancock Bond Fund | 3.96% | 4.25% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
Drawdowns
JFIVX vs. JHNBX - Drawdown Comparison
The maximum JFIVX drawdown since its inception was -33.81%, which is greater than JHNBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for JFIVX and JHNBX.
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Drawdown Indicators
| JFIVX | JHNBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.81% | -24.74% | -9.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -3.25% | -8.88% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -20.13% | -4.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.13% | — |
Current DrawdownCurrent decline from peak | -6.28% | -3.17% | -3.11% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -4.15% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.05% | +1.65% |
Volatility
JFIVX vs. JHNBX - Volatility Comparison
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has a higher volatility of 5.34% compared to John Hancock Bond Fund (JHNBX) at 1.64%. This indicates that JFIVX's price experiences larger fluctuations and is considered to be riskier than JHNBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFIVX | JHNBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 1.64% | +3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 2.65% | +6.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 4.48% | +11.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 5.84% | +10.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 4.89% | +13.55% |