JFIVX vs. JIBCX
JFIVX (John Hancock Variable Insurance Trust 500 Index Trust) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JFIVX is a Large Cap Blend Equities fund managed by John Hancock, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 5 years, JFIVX returned 12.37%/yr vs 6.01%/yr for JIBCX. Their correlation of 0.87 means they have usually moved in the same direction. JFIVX charges 0.30%/yr vs 0.81%/yr for JIBCX.
Performance
JFIVX vs. JIBCX - Performance Comparison
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Returns By Period
In the year-to-date period, JFIVX achieves a 9.15% return, which is significantly higher than JIBCX's -3.11% return.
JFIVX
- 1D
- 1.66%
- 1M
- -0.59%
- 6M
- 7.62%
- YTD
- 9.15%
- 1Y
- 20.30%
- 3Y*
- 18.67%
- 5Y*
- 12.37%
- 10Y*
- —
- ALL TIME*
- 14.57%
JIBCX
- 1D
- 2.32%
- 1M
- -2.61%
- 6M
- -1.17%
- YTD
- -3.11%
- 1Y
- -6.06%
- 3Y*
- 15.16%
- 5Y*
- 6.01%
- 10Y*
- 14.12%
- ALL TIME*
- 11.18%
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 |
JFIVX vs. JIBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 9.15% | 17.54% | 24.61% | 25.92% | -18.30% | 28.31% | 18.03% | 31.05% | -5.00% | 17.27% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | -3.11% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 29.97% |
Correlation
The correlation between JFIVX and JIBCX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.87 |
The correlation between JFIVX and JIBCX has been stable across timeframes, ranging from 0.78 to 0.87 - a consistent structural relationship.
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Return for Risk
JFIVX vs. JIBCX — Risk / Return Rank
JFIVX
JIBCX
JFIVX vs. JIBCX - 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 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.
| JFIVX | JIBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.70 | ||
| Sortino ratioReturn per unit of downside risk | +2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.97 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | -0.24 | +2.28 |
| Martin ratioReturn relative to average drawdown | 8.74 | -0.51 | +9.26 |
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Drawdowns
JFIVX vs. JIBCX - Drawdown Comparison
The maximum JFIVX drawdown since its inception was -33.81%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JFIVX and JIBCX.
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Drawdown Indicators
| JFIVX | JIBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.81% | -54.15% | +20.34% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -24.47% | +15.53% |
Max Drawdown (3Y)Largest decline over 3 years | -18.82% | -24.47% | +5.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -42.74% | +18.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.74% | — |
Current DrawdownCurrent decline from peak | -2.16% | -14.02% | +11.86% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -9.29% | +4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 10.72% | -8.64% |
Volatility
JFIVX vs. JIBCX - Volatility Comparison
The current volatility for John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) is 3.44%, while John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a volatility of 5.97%. This indicates that JFIVX 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
| JFIVX | JIBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 5.97% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 14.51% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 20.17% | -7.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 24.76% | -8.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 23.12% | -4.84% |
JFIVX vs. JIBCX - Expense Ratio Comparison
JFIVX has a 0.30% expense ratio, which is lower than JIBCX's 0.81% expense ratio.
Dividends
JFIVX vs. JIBCX - Dividend Comparison
JFIVX's dividend yield for the trailing twelve months is around 2.34%, while JIBCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 2.34% | 2.56% | 2.19% | 2.44% | 5.19% | 5.17% | 3.38% | 2.97% | 2.90% | 1.27% | 0.00% | 0.00% |
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
JFIVX and JIBCX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBCX has higher volatility (5.97%) compared to JFIVX (3.44%). In terms of maximum drawdown, JFIVX dropped -33.81% vs JIBCX's -54.15%.
JFIVX currently has the higher Sharpe Ratio (1.41 vs -0.29), 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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