JGEFX vs. JCCIX
Compare and contrast key facts about John Hancock Funds Global Equity Fund (JGEFX) and John Hancock Small Cap Core Fund (JCCIX).
JGEFX is managed by John Hancock. It was launched on May 15, 2013. JCCIX is managed by John Hancock. It was launched on Dec 20, 2013.
Performance
JGEFX vs. JCCIX - Performance Comparison
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JGEFX vs. JCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGEFX John Hancock Funds Global Equity Fund | -0.08% | 18.17% | 10.48% | 19.65% | -14.81% | 20.99% | 7.91% | 30.24% | -10.17% | 14.81% |
JCCIX John Hancock Small Cap Core Fund | 0.37% | -1.90% | 10.62% | 16.52% | -19.09% | 24.10% | 25.99% | 26.79% | -18.28% | 16.04% |
Returns By Period
In the year-to-date period, JGEFX achieves a -0.08% return, which is significantly lower than JCCIX's 0.37% return. Both investments have delivered pretty close results over the past 10 years, with JGEFX having a 9.45% annualized return and JCCIX not far behind at 9.14%.
JGEFX
- 1D
- 2.50%
- 1M
- -7.09%
- YTD
- -0.08%
- 6M
- 3.63%
- 1Y
- 15.41%
- 3Y*
- 14.08%
- 5Y*
- 8.45%
- 10Y*
- 9.45%
JCCIX
- 1D
- 2.86%
- 1M
- -7.06%
- YTD
- 0.37%
- 6M
- 2.40%
- 1Y
- 8.65%
- 3Y*
- 6.10%
- 5Y*
- 1.15%
- 10Y*
- 9.14%
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JGEFX vs. JCCIX - Expense Ratio Comparison
Both JGEFX and JCCIX have an expense ratio of 0.98%.
Return for Risk
JGEFX vs. JCCIX — Risk / Return Rank
JGEFX
JCCIX
JGEFX vs. JCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Global Equity Fund (JGEFX) and John Hancock Small Cap Core Fund (JCCIX). 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 | JCCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.39 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.72 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.10 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.59 | +0.75 |
Martin ratioReturn relative to average drawdown | 5.31 | 2.13 | +3.18 |
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 | JCCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.39 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.05 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.43 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.37 | +0.17 |
Correlation
The correlation between JGEFX and JCCIX is 0.78, 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
JGEFX vs. JCCIX - Dividend Comparison
JGEFX's dividend yield for the trailing twelve months is around 8.46%, more than JCCIX's 4.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGEFX John Hancock Funds Global Equity Fund | 8.46% | 8.45% | 13.64% | 2.91% | 7.20% | 21.44% | 2.21% | 2.33% | 7.64% | 7.03% | 1.83% | 2.00% |
JCCIX John Hancock Small Cap Core Fund | 4.51% | 4.53% | 0.96% | 0.83% | 0.99% | 12.20% | 1.43% | 0.00% | 5.55% | 11.90% | 0.73% | 1.07% |
Drawdowns
JGEFX vs. JCCIX - Drawdown Comparison
The maximum JGEFX drawdown since its inception was -32.96%, smaller than the maximum JCCIX drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for JGEFX and JCCIX.
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Drawdown Indicators
| JGEFX | JCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.96% | -38.69% | +5.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -15.22% | +3.49% |
Max Drawdown (5Y)Largest decline over 5 years | -24.85% | -27.47% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -32.96% | -38.69% | +5.73% |
Current DrawdownCurrent decline from peak | -7.96% | -8.57% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -7.69% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 4.23% | -1.27% |
Volatility
JGEFX vs. JCCIX - Volatility Comparison
The current volatility for John Hancock Funds Global Equity Fund (JGEFX) is 5.69%, while John Hancock Small Cap Core Fund (JCCIX) has a volatility of 6.87%. This indicates that JGEFX experiences smaller price fluctuations and is considered to be less risky than JCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGEFX | JCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 6.87% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 13.74% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.40% | 23.88% | -8.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 21.63% | -5.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 21.43% | -5.66% |