JHNBX vs. JVMIX
Compare and contrast key facts about John Hancock Bond Fund (JHNBX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JHNBX is managed by John Hancock. It was launched on Nov 9, 1973. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JHNBX vs. JVMIX - Performance Comparison
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JHNBX vs. JVMIX - 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.57% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
Returns By Period
In the year-to-date period, JHNBX achieves a -0.50% return, which is significantly lower than JVMIX's 1.57% return. Over the past 10 years, JHNBX has underperformed JVMIX with an annualized return of 2.28%, while JVMIX has yielded a comparatively higher 10.16% 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%
JVMIX
- 1D
- 0.40%
- 1M
- -5.23%
- YTD
- 1.57%
- 6M
- 0.83%
- 1Y
- 13.11%
- 3Y*
- 12.83%
- 5Y*
- 8.32%
- 10Y*
- 10.16%
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JHNBX vs. JVMIX - Expense Ratio Comparison
JHNBX has a 0.76% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JHNBX vs. JVMIX — Risk / Return Rank
JHNBX
JVMIX
JHNBX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Bond Fund (JHNBX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.80 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.25 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.13 | +0.13 |
Martin ratioReturn relative to average drawdown | 3.83 | 4.59 | -0.76 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.80 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.45 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.50 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.30 | +0.46 |
Correlation
The correlation between JHNBX and JVMIX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JHNBX vs. JVMIX - Dividend Comparison
JHNBX's dividend yield for the trailing twelve months is around 3.95%, less than JVMIX's 9.10% 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.10% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JHNBX vs. JVMIX - Drawdown Comparison
The maximum JHNBX drawdown since its inception was -24.74%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JHNBX and JVMIX.
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Drawdown Indicators
| JHNBX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.74% | -67.04% | +42.30% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -8.57% | +5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -21.13% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | -20.13% | -42.64% | +22.51% |
Current DrawdownCurrent decline from peak | -3.03% | -6.56% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -13.43% | +9.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 3.25% | -2.19% |
Volatility
JHNBX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Bond Fund (JHNBX) is 1.65%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.37%. This indicates that JHNBX experiences smaller price fluctuations and is considered to be less risky than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JHNBX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 4.37% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 9.77% | -7.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 18.10% | -13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.84% | 18.44% | -12.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 20.31% | -15.42% |