JGEFX vs. CSUAX
Compare and contrast key facts about John Hancock Funds Global Equity Fund (JGEFX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
JGEFX is managed by John Hancock. It was launched on May 15, 2013. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
JGEFX vs. CSUAX - Performance Comparison
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JGEFX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGEFX John Hancock Funds Global Equity Fund | -2.51% | 18.17% | 10.48% | 19.65% | -14.81% | 20.99% | 7.91% | 30.24% | -10.17% | 14.81% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, JGEFX achieves a -2.51% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, JGEFX has outperformed CSUAX with an annualized return of 9.18%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
JGEFX
- 1D
- 0.08%
- 1M
- -10.14%
- YTD
- -2.51%
- 6M
- 0.72%
- 1Y
- 12.60%
- 3Y*
- 13.15%
- 5Y*
- 8.15%
- 10Y*
- 9.18%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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JGEFX vs. CSUAX - Expense Ratio Comparison
JGEFX has a 0.98% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
JGEFX vs. CSUAX — Risk / Return Rank
JGEFX
CSUAX
JGEFX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Global Equity Fund (JGEFX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| JGEFX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.63 | -0.78 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.17 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.36 | -1.42 |
Martin ratioReturn relative to average drawdown | 3.78 | 10.32 | -6.53 |
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
| JGEFX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.63 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.61 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.50 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.55 | -0.03 |
Correlation
The correlation between JGEFX and CSUAX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JGEFX vs. CSUAX - Dividend Comparison
JGEFX's dividend yield for the trailing twelve months is around 8.67%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGEFX John Hancock Funds Global Equity Fund | 8.67% | 8.45% | 13.64% | 2.91% | 7.20% | 21.44% | 2.21% | 2.33% | 7.64% | 7.03% | 1.83% | 2.00% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
JGEFX vs. CSUAX - Drawdown Comparison
The maximum JGEFX drawdown since its inception was -32.96%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for JGEFX and CSUAX.
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Drawdown Indicators
| JGEFX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.96% | -52.20% | +19.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -7.98% | -3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.85% | -20.45% | -4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -32.96% | -35.05% | +2.09% |
Current DrawdownCurrent decline from peak | -10.20% | -4.38% | -5.82% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -8.49% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.83% | +1.08% |
Volatility
JGEFX vs. CSUAX - Volatility Comparison
John Hancock Funds Global Equity Fund (JGEFX) has a higher volatility of 4.88% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that JGEFX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGEFX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 3.26% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 6.89% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 11.48% | +3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 12.89% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 14.89% | +0.86% |