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JHBSX vs. TNUIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JHBSX vs. TNUIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Bond Fund Class R6 (JHBSX) and 1290 Diversified Bond Fund (TNUIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JHBSX achieves a 0.57% return, which is significantly lower than TNUIX's 3.04% return. Over the past 10 years, JHBSX has underperformed TNUIX with an annualized return of 2.42%, while TNUIX has yielded a comparatively higher 2.93% annualized return.


JHBSX

1D
0.22%
1M
0.98%
YTD
0.57%
6M
1.11%
1Y
5.57%
3Y*
4.33%
5Y*
-0.09%
10Y*
2.42%

TNUIX

1D
-0.12%
1M
2.31%
YTD
3.04%
6M
3.16%
1Y
7.00%
3Y*
3.75%
5Y*
-1.02%
10Y*
2.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JHBSX vs. TNUIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JHBSX
John Hancock Bond Fund Class R6
0.57%7.79%2.10%5.10%-14.95%-0.31%10.74%10.52%-0.73%5.38%
TNUIX
1290 Diversified Bond Fund
3.04%10.61%-3.72%3.21%-12.54%-2.46%17.14%10.28%2.30%3.47%

Correlation

The correlation between JHBSX and TNUIX is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.77

Correlation (5Y)
Calculated over the trailing 5-year period

0.77

Correlation (10Y)
Calculated over the trailing 10-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2015

0.59

The correlation between JHBSX and TNUIX shifts across timeframes, from 0.52 (1 year) to 0.77 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

JHBSX vs. TNUIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JHBSX
JHBSX Risk / Return Rank: 2525
Overall Rank
JHBSX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
JHBSX Sortino Ratio Rank: 2828
Sortino Ratio Rank
JHBSX Omega Ratio Rank: 2525
Omega Ratio Rank
JHBSX Calmar Ratio Rank: 2525
Calmar Ratio Rank
JHBSX Martin Ratio Rank: 2222
Martin Ratio Rank

TNUIX
TNUIX Risk / Return Rank: 2828
Overall Rank
TNUIX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
TNUIX Sortino Ratio Rank: 2121
Sortino Ratio Rank
TNUIX Omega Ratio Rank: 2121
Omega Ratio Rank
TNUIX Calmar Ratio Rank: 4949
Calmar Ratio Rank
TNUIX Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JHBSX vs. TNUIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Bond Fund Class R6 (JHBSX) and 1290 Diversified Bond Fund (TNUIX). 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.


JHBSXTNUIXDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.26

Omega ratioGain probability vs. loss probability

1.25

1.22

+0.02

Calmar ratioReturn relative to maximum drawdown

1.73

2.55

-0.82

Martin ratioReturn relative to average drawdown

5.03

6.55

-1.53

JHBSX vs. TNUIX - Sharpe Ratio Comparison

The current JHBSX Sharpe Ratio is 1.38, which is comparable to the TNUIX Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of JHBSX and TNUIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JHBSX vs. TNUIX - Drawdown Comparison

The maximum JHBSX drawdown since its inception was -19.78%, smaller than the maximum TNUIX drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for JHBSX and TNUIX.


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Drawdown Indicators


JHBSXTNUIXDifference

Max Drawdown

Largest peak-to-trough decline

-19.78%

-26.30%

+6.52%

Max Drawdown (1Y)

Largest decline over 1 year

-3.24%

-2.71%

-0.53%

Max Drawdown (3Y)

Largest decline over 3 years

-7.35%

-14.40%

+7.05%

Max Drawdown (5Y)

Largest decline over 5 years

-19.78%

-26.17%

+6.39%

Max Drawdown (10Y)

Largest decline over 10 years

-19.78%

-26.30%

+6.52%

Current Drawdown

Current decline from peak

-2.07%

-5.76%

+3.69%

Average Drawdown

Average peak-to-trough decline

-3.67%

-6.29%

+2.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.11%

1.05%

+0.06%

Volatility

JHBSX vs. TNUIX - Volatility Comparison

The current volatility for John Hancock Bond Fund Class R6 (JHBSX) is 1.27%, while 1290 Diversified Bond Fund (TNUIX) has a volatility of 1.35%. This indicates that JHBSX experiences smaller price fluctuations and is considered to be less risky than TNUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JHBSXTNUIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.27%

1.35%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

3.07%

4.11%

-1.04%

Volatility (1Y)

Calculated over the trailing 1-year period

4.05%

5.84%

-1.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.93%

9.49%

-3.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.97%

7.73%

-2.76%

JHBSX vs. TNUIX - Expense Ratio Comparison

JHBSX has a 0.35% expense ratio, which is lower than TNUIX's 0.50% expense ratio.


Dividends

JHBSX vs. TNUIX - Dividend Comparison

JHBSX's dividend yield for the trailing twelve months is around 4.72%, more than TNUIX's 3.27% yield.


PositionTTM20252024202320222021202020192018201720162015
JHBSX
John Hancock Bond Fund Class R6
4.72%4.65%4.20%2.78%3.31%3.67%5.89%4.15%3.93%3.65%3.62%3.92%
TNUIX
1290 Diversified Bond Fund
3.27%7.28%6.39%3.71%3.51%4.61%2.68%8.07%3.67%2.94%0.12%0.00%

Frequently Asked Questions


JHBSX and TNUIX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TNUIX has higher volatility (1.35%) compared to JHBSX (1.27%). In terms of maximum drawdown, JHBSX dropped -19.78% vs TNUIX's -26.30%.

JHBSX currently has the higher Sharpe Ratio (1.38 vs 1.18), 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.

Portfolio Optimizer

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