JHNBX vs. FBKWX
Compare and contrast key facts about John Hancock Bond Fund (JHNBX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX).
JHNBX is managed by John Hancock. It was launched on Nov 9, 1973. FBKWX is managed by Fidelity. It was launched on Oct 15, 2002.
Performance
JHNBX vs. FBKWX - Performance Comparison
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JHNBX vs. FBKWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JHNBX John Hancock Bond Fund | -0.50% | 7.36% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.94% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | -0.27% | 7.60% | 2.20% | 6.56% | -13.55% | -0.27% | 9.46% | 9.88% | -0.56% | 4.39% |
Returns By Period
In the year-to-date period, JHNBX achieves a -0.50% return, which is significantly lower than FBKWX's -0.27% return. Over the past 10 years, JHNBX has underperformed FBKWX with an annualized return of 2.28%, while FBKWX has yielded a comparatively higher 2.59% annualized return.
JHNBX
- 1D
- 0.15%
- 1M
- -1.74%
- YTD
- -0.50%
- 6M
- 0.09%
- 1Y
- 3.85%
- 3Y*
- 3.89%
- 5Y*
- 0.06%
- 10Y*
- 2.28%
FBKWX
- 1D
- 0.10%
- 1M
- -1.54%
- YTD
- -0.27%
- 6M
- 0.39%
- 1Y
- 4.27%
- 3Y*
- 4.20%
- 5Y*
- 0.69%
- 10Y*
- 2.59%
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JHNBX vs. FBKWX - Expense Ratio Comparison
JHNBX has a 0.76% expense ratio, which is higher than FBKWX's 0.36% expense ratio.
Return for Risk
JHNBX vs. FBKWX — Risk / Return Rank
JHNBX
FBKWX
JHNBX vs. FBKWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Bond Fund (JHNBX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX). 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.
| JHNBX | FBKWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.95 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.37 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.57 | -0.31 |
Martin ratioReturn relative to average drawdown | 3.83 | 4.70 | -0.87 |
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
| JHNBX | FBKWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.95 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.12 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.55 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.55 | +0.20 |
Correlation
The correlation between JHNBX and FBKWX is 0.96, 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
JHNBX vs. FBKWX - Dividend Comparison
JHNBX's dividend yield for the trailing twelve months is around 3.95%, less than FBKWX's 4.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHNBX John Hancock Bond Fund | 3.95% | 4.25% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.09% | 4.45% | 4.22% | 3.52% | 2.59% | 1.97% | 5.32% | 3.11% | 3.30% | 3.07% | 3.71% | 3.38% |
Drawdowns
JHNBX vs. FBKWX - Drawdown Comparison
The maximum JHNBX drawdown since its inception was -24.74%, which is greater than FBKWX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for JHNBX and FBKWX.
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Drawdown Indicators
| JHNBX | FBKWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.74% | -18.31% | -6.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -2.86% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -18.31% | -1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -20.13% | -18.31% | -1.82% |
Current DrawdownCurrent decline from peak | -3.03% | -2.15% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -3.69% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 0.96% | +0.10% |
Volatility
JHNBX vs. FBKWX - Volatility Comparison
John Hancock Bond Fund (JHNBX) has a higher volatility of 1.65% compared to Fidelity Advisor Total Bond Fund Class Z (FBKWX) at 1.51%. This indicates that JHNBX's price experiences larger fluctuations and is considered to be riskier than FBKWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JHNBX | FBKWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 1.51% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 2.62% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 4.39% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.84% | 5.67% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 4.74% | +0.15% |