JIBCX vs. AGTHX
JIBCX (John Hancock Funds II Blue Chip Growth Fund) and AGTHX (American Funds The Growth Fund of America Class A) are both Large Cap Growth Equities funds. Over the past 10 years, JIBCX returned 14.12%/yr vs 15.03%/yr for AGTHX. Their correlation of 0.93 means they have usually moved in the same direction. JIBCX charges 0.81%/yr vs 0.59%/yr for AGTHX.
Performance
JIBCX vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, JIBCX achieves a -3.11% return, which is significantly lower than AGTHX's 4.39% return. Over the past 10 years, JIBCX has underperformed AGTHX with an annualized return of 14.12%, while AGTHX has yielded a comparatively higher 15.03% annualized return.
JIBCX
- 1D
- 2.32%
- 1M
- -2.61%
- 6M
- -1.17%
- YTD
- -3.11%
- 1Y
- -6.06%
- 3Y*
- 15.16%
- 5Y*
- 6.01%
- 10Y*
- 14.12%
- ALL TIME*
- 11.18%
AGTHX
- 1D
- 1.92%
- 1M
- -3.25%
- 6M
- 3.77%
- YTD
- 4.39%
- 1Y
- 12.89%
- 3Y*
- 19.66%
- 5Y*
- 10.11%
- 10Y*
- 15.03%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JIBCX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -3.11% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
AGTHX American Funds The Growth Fund of America Class A | 4.39% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between JIBCX and AGTHX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2005 | 0.93 |
The correlation between JIBCX and AGTHX shifts across timeframes, from 0.82 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JIBCX vs. AGTHX — Risk / Return Rank
JIBCX
AGTHX
JIBCX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.12 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 0.80 | -1.03 |
| Martin ratioReturn relative to average drawdown | -0.51 | 2.89 | -3.40 |
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Drawdowns
JIBCX vs. AGTHX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for JIBCX and AGTHX.
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Drawdown Indicators
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -51.91% | -2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -13.76% | -10.71% |
Max Drawdown (3Y)Largest decline over 3 years | -24.47% | -21.57% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -36.38% | -6.36% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -36.38% | -6.36% |
Current DrawdownCurrent decline from peak | -14.02% | -5.49% | -8.53% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -9.17% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.72% | 3.80% | +6.92% |
Volatility
JIBCX vs. AGTHX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.97% compared to American Funds The Growth Fund of America Class A (AGTHX) at 4.82%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBCX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 4.82% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 13.65% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 16.90% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.76% | 20.52% | +4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.12% | 19.76% | +3.36% |
JIBCX vs. AGTHX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than AGTHX's 0.59% expense ratio.
Dividends
JIBCX vs. AGTHX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 10.24%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.24% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
Frequently Asked Questions
JIBCX and AGTHX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBCX has higher volatility (5.97%) compared to AGTHX (4.82%). In terms of maximum drawdown, JIBCX dropped -54.15% vs AGTHX's -51.91%.
AGTHX currently has the higher Sharpe Ratio (0.65 vs -0.29), 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.
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