PortfoliosLab logoPortfoliosLab logo
JHNBX vs. LCTRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JHNBX vs. LCTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Bond Fund (JHNBX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

JHNBX vs. LCTRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
LCTRX
Leader Capital High Quality Floating Rate Fund Investor Shares
0.07%4.72%6.03%8.26%2.22%1.99%12.07%1.15%6.01%4.28%

Returns By Period

In the year-to-date period, JHNBX achieves a -0.50% return, which is significantly lower than LCTRX's 0.07% return. Over the past 10 years, JHNBX has underperformed LCTRX with an annualized return of 2.28%, while LCTRX has yielded a comparatively higher 5.04% 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%

LCTRX

1D
0.09%
1M
-0.90%
YTD
0.07%
6M
0.81%
1Y
3.39%
3Y*
5.68%
5Y*
4.96%
10Y*
5.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


JHNBX vs. LCTRX - Expense Ratio Comparison

JHNBX has a 0.76% expense ratio, which is lower than LCTRX's 2.33% expense ratio.


Return for Risk

JHNBX vs. LCTRX — Risk / Return Rank

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

JHNBX
JHNBX Risk / Return Rank: 2828
Overall Rank
JHNBX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
JHNBX Sortino Ratio Rank: 2727
Sortino Ratio Rank
JHNBX Omega Ratio Rank: 2121
Omega Ratio Rank
JHNBX Calmar Ratio Rank: 3535
Calmar Ratio Rank
JHNBX Martin Ratio Rank: 2727
Martin Ratio Rank

LCTRX
LCTRX Risk / Return Rank: 9191
Overall Rank
LCTRX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
LCTRX Sortino Ratio Rank: 9696
Sortino Ratio Rank
LCTRX Omega Ratio Rank: 9797
Omega Ratio Rank
LCTRX Calmar Ratio Rank: 9191
Calmar Ratio Rank
LCTRX Martin Ratio Rank: 8181
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.

JHNBX vs. LCTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Bond Fund (JHNBX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX). 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.


JHNBXLCTRXDifference

Sharpe ratio

Return per unit of total volatility

0.85

1.84

-0.99

Sortino ratio

Return per unit of downside risk

1.20

3.54

-2.34

Omega ratio

Gain probability vs. loss probability

1.15

1.64

-0.49

Calmar ratio

Return relative to maximum drawdown

1.26

2.89

-1.63

Martin ratio

Return relative to average drawdown

3.83

9.33

-5.50

JHNBX vs. LCTRX - Sharpe Ratio Comparison

The current JHNBX Sharpe Ratio is 0.85, which is lower than the LCTRX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of JHNBX and LCTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


JHNBXLCTRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

1.84

-0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

2.02

-2.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.80

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.69

+0.07

Correlation

The correlation between JHNBX and LCTRX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

JHNBX vs. LCTRX - Dividend Comparison

JHNBX's dividend yield for the trailing twelve months is around 3.95%, less than LCTRX's 5.00% yield.


TTM20252024202320222021202020192018201720162015
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%
LCTRX
Leader Capital High Quality Floating Rate Fund Investor Shares
5.00%5.53%5.57%5.31%2.18%1.69%1.17%2.40%3.31%2.09%0.00%0.00%

Drawdowns

JHNBX vs. LCTRX - Drawdown Comparison

The maximum JHNBX drawdown since its inception was -24.74%, smaller than the maximum LCTRX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for JHNBX and LCTRX.


Loading graphics...

Drawdown Indicators


JHNBXLCTRXDifference

Max Drawdown

Largest peak-to-trough decline

-24.74%

-26.09%

+1.35%

Max Drawdown (1Y)

Largest decline over 1 year

-3.25%

-1.17%

-2.08%

Max Drawdown (5Y)

Largest decline over 5 years

-20.13%

-3.82%

-16.31%

Max Drawdown (10Y)

Largest decline over 10 years

-20.13%

-23.93%

+3.80%

Current Drawdown

Current decline from peak

-3.03%

-1.08%

-1.95%

Average Drawdown

Average peak-to-trough decline

-4.15%

-4.16%

+0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.06%

0.36%

+0.70%

Volatility

JHNBX vs. LCTRX - Volatility Comparison

John Hancock Bond Fund (JHNBX) has a higher volatility of 1.65% compared to Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) at 0.57%. This indicates that JHNBX's price experiences larger fluctuations and is considered to be riskier than LCTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


JHNBXLCTRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.65%

0.57%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

2.64%

1.27%

+1.37%

Volatility (1Y)

Calculated over the trailing 1-year period

4.45%

1.85%

+2.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.84%

2.47%

+3.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.89%

6.31%

-1.42%