JFIVX vs. JILCX
Compare and contrast key facts about John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and John Hancock Funds II Multimanager Lifestyle Conservative Portfolio (JILCX).
JFIVX is managed by John Hancock. It was launched on Nov 4, 2012. JILCX is managed by John Hancock. It was launched on Oct 13, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFIVX or JILCX.
Correlation
The correlation between JFIVX and JILCX is 0.73, 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.
Performance
JFIVX vs. JILCX - Performance Comparison
Key characteristics
JFIVX:
0.51
JILCX:
1.27
JFIVX:
0.87
JILCX:
1.85
JFIVX:
1.13
JILCX:
1.25
JFIVX:
0.55
JILCX:
0.73
JFIVX:
2.12
JILCX:
5.64
JFIVX:
4.86%
JILCX:
1.08%
JFIVX:
19.36%
JILCX:
4.70%
JFIVX:
-33.81%
JILCX:
-23.44%
JFIVX:
-7.64%
JILCX:
-2.61%
Returns By Period
In the year-to-date period, JFIVX achieves a -3.41% return, which is significantly lower than JILCX's 1.50% return. Over the past 10 years, JFIVX has outperformed JILCX with an annualized return of 12.11%, while JILCX has yielded a comparatively lower 2.23% annualized return.
JFIVX
-3.41%
3.86%
-5.09%
9.71%
15.53%
12.11%
JILCX
1.50%
2.08%
0.46%
5.92%
2.69%
2.23%
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JFIVX vs. JILCX - Expense Ratio Comparison
JFIVX has a 0.30% expense ratio, which is higher than JILCX's 0.24% expense ratio.
Risk-Adjusted Performance
JFIVX vs. JILCX — Risk-Adjusted Performance Rank
JFIVX
JILCX
JFIVX vs. JILCX - Risk-Adjusted Performance 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 Multimanager Lifestyle Conservative Portfolio (JILCX). 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.
Dividends
JFIVX vs. JILCX - Dividend Comparison
JFIVX's dividend yield for the trailing twelve months is around 1.05%, less than JILCX's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 1.05% | 1.01% | 1.16% | 1.37% | 1.27% | 1.65% | 1.58% | 1.49% | 1.61% | 1.66% | 1.73% | 1.22% |
JILCX John Hancock Funds II Multimanager Lifestyle Conservative Portfolio | 4.23% | 4.17% | 3.90% | 4.05% | 3.33% | 3.70% | 4.01% | 3.16% | 2.69% | 2.78% | 3.35% | 3.46% |
Drawdowns
JFIVX vs. JILCX - Drawdown Comparison
The maximum JFIVX drawdown since its inception was -33.81%, which is greater than JILCX's maximum drawdown of -23.44%. Use the drawdown chart below to compare losses from any high point for JFIVX and JILCX. For additional features, visit the drawdowns tool.
Volatility
JFIVX vs. JILCX - Volatility Comparison
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has a higher volatility of 6.81% compared to John Hancock Funds II Multimanager Lifestyle Conservative Portfolio (JILCX) at 1.58%. This indicates that JFIVX's price experiences larger fluctuations and is considered to be riskier than JILCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.