JFIVX vs. JVMIX
Compare and contrast key facts about John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JFIVX is managed by John Hancock. It was launched on Nov 4, 2012. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JFIVX vs. JVMIX - Performance Comparison
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JFIVX vs. JVMIX - 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 12.64% |
Returns By Period
In the year-to-date period, JFIVX achieves a -4.42% return, which is significantly lower than JVMIX's 1.16% return.
JFIVX
- 1D
- 2.92%
- 1M
- -5.06%
- YTD
- -4.42%
- 6M
- -2.29%
- 1Y
- 17.02%
- 3Y*
- 17.95%
- 5Y*
- 11.48%
- 10Y*
- —
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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JFIVX vs. JVMIX - Expense Ratio Comparison
JFIVX has a 0.30% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JFIVX vs. JVMIX — Risk / Return Rank
JFIVX
JVMIX
JFIVX vs. JVMIX - 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 Disciplined Value Mid Cap Fund Class I (JVMIX). 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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.80 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.25 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.16 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.70 | 4.73 | +0.97 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.80 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.45 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.29 | +0.44 |
Correlation
The correlation between JFIVX and JVMIX is 0.82, 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.
Dividends
JFIVX vs. JVMIX - Dividend Comparison
JFIVX's dividend yield for the trailing twelve months is around 2.67%, less than JVMIX's 9.13% 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JFIVX vs. JVMIX - Drawdown Comparison
The maximum JFIVX drawdown since its inception was -33.81%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JFIVX and JVMIX.
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Drawdown Indicators
| JFIVX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.81% | -67.04% | +33.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -13.22% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -21.13% | -3.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.64% | — |
Current DrawdownCurrent decline from peak | -6.28% | -6.93% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -13.43% | +8.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.23% | -0.53% |
Volatility
JFIVX vs. JVMIX - Volatility Comparison
John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has a higher volatility of 5.34% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JFIVX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFIVX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.40% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 9.77% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 18.11% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 18.44% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 20.31% | -1.87% |