JHFIX vs. MZLSX
Compare and contrast key facts about John Hancock Income Fund (JHFIX) and Muzinich Low Duration Fund (MZLSX).
JHFIX is managed by John Hancock. It was launched on Aug 17, 1986. MZLSX is managed by Muzinich. It was launched on Jun 29, 2016.
Performance
JHFIX vs. MZLSX - Performance Comparison
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JHFIX vs. MZLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JHFIX John Hancock Income Fund | -0.99% | 6.83% | 2.11% | 6.14% | -10.83% | -0.45% | 7.25% | 10.34% | -2.99% | 4.01% |
MZLSX Muzinich Low Duration Fund | -0.57% | 6.38% | 6.30% | 7.63% | -3.41% | 2.50% | 2.64% | 7.86% | 0.80% | 4.26% |
Returns By Period
In the year-to-date period, JHFIX achieves a -0.99% return, which is significantly lower than MZLSX's -0.57% return.
JHFIX
- 1D
- 0.17%
- 1M
- -2.98%
- YTD
- -0.99%
- 6M
- -0.27%
- 1Y
- 4.31%
- 3Y*
- 3.59%
- 5Y*
- 0.68%
- 10Y*
- 2.06%
MZLSX
- 1D
- 0.11%
- 1M
- -1.38%
- YTD
- -0.57%
- 6M
- 0.72%
- 1Y
- 4.41%
- 3Y*
- 6.11%
- 5Y*
- 3.46%
- 10Y*
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JHFIX vs. MZLSX - Expense Ratio Comparison
JHFIX has a 0.80% expense ratio, which is higher than MZLSX's 0.50% expense ratio.
Return for Risk
JHFIX vs. MZLSX — Risk / Return Rank
JHFIX
MZLSX
JHFIX vs. MZLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Income Fund (JHFIX) and Muzinich Low Duration Fund (MZLSX). 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.
| JHFIX | MZLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 2.80 | -1.27 |
Sortino ratioReturn per unit of downside risk | 2.20 | 4.00 | -1.80 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.71 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.99 | -1.37 |
Martin ratioReturn relative to average drawdown | 6.85 | 14.39 | -7.53 |
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
| JHFIX | MZLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 2.80 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 2.19 | -2.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 1.69 | -0.50 |
Correlation
The correlation between JHFIX and MZLSX is 0.49, 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
JHFIX vs. MZLSX - Dividend Comparison
JHFIX's dividend yield for the trailing twelve months is around 3.93%, less than MZLSX's 7.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHFIX John Hancock Income Fund | 3.93% | 4.19% | 3.29% | 2.46% | 2.86% | 3.03% | 2.37% | 2.76% | 3.29% | 3.00% | 2.89% | 3.46% |
MZLSX Muzinich Low Duration Fund | 7.01% | 7.03% | 4.77% | 4.88% | 3.85% | 6.36% | 2.08% | 2.24% | 8.62% | 1.86% | 0.79% | 0.00% |
Drawdowns
JHFIX vs. MZLSX - Drawdown Comparison
The maximum JHFIX drawdown since its inception was -29.41%, which is greater than MZLSX's maximum drawdown of -12.66%. Use the drawdown chart below to compare losses from any high point for JHFIX and MZLSX.
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Drawdown Indicators
| JHFIX | MZLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.41% | -12.66% | -16.75% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -1.50% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -15.46% | -6.09% | -9.37% |
Max Drawdown (10Y)Largest decline over 10 years | -15.46% | — | — |
Current DrawdownCurrent decline from peak | -2.98% | -1.40% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -0.86% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 0.31% | +0.43% |
Volatility
JHFIX vs. MZLSX - Volatility Comparison
John Hancock Income Fund (JHFIX) has a higher volatility of 1.20% compared to Muzinich Low Duration Fund (MZLSX) at 0.81%. This indicates that JHFIX's price experiences larger fluctuations and is considered to be riskier than MZLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JHFIX | MZLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 0.81% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 1.13% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 1.57% | +1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.34% | 1.58% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 2.13% | +1.90% |