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JIBCX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between JIBCX and AGTHX is 0.92, 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.


Performance

JIBCX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds II Blue Chip Growth Fund (JIBCX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%December2025FebruaryMarchAprilMay
263.10%
613.98%
JIBCX
AGTHX

Key characteristics

Sharpe Ratio

JIBCX:

0.20

AGTHX:

0.52

Sortino Ratio

JIBCX:

0.46

AGTHX:

0.88

Omega Ratio

JIBCX:

1.07

AGTHX:

1.13

Calmar Ratio

JIBCX:

0.19

AGTHX:

0.55

Martin Ratio

JIBCX:

0.56

AGTHX:

1.97

Ulcer Index

JIBCX:

9.52%

AGTHX:

6.02%

Daily Std Dev

JIBCX:

25.91%

AGTHX:

22.57%

Max Drawdown

JIBCX:

-54.74%

AGTHX:

-65.31%

Current Drawdown

JIBCX:

-16.09%

AGTHX:

-8.63%

Returns By Period

In the year-to-date period, JIBCX achieves a -4.94% return, which is significantly lower than AGTHX's -2.54% return. Over the past 10 years, JIBCX has underperformed AGTHX with an annualized return of 5.00%, while AGTHX has yielded a comparatively higher 12.29% annualized return.


JIBCX

YTD

-4.94%

1M

4.66%

6M

-11.31%

1Y

5.06%

5Y*

5.23%

10Y*

5.00%

AGTHX

YTD

-2.54%

1M

5.42%

6M

-3.70%

1Y

11.67%

5Y*

13.67%

10Y*

12.29%

*Annualized

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JIBCX vs. AGTHX - Expense Ratio Comparison

JIBCX has a 0.81% expense ratio, which is higher than AGTHX's 0.61% expense ratio.


Risk-Adjusted Performance

JIBCX vs. AGTHX — Risk-Adjusted Performance Rank

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

JIBCX
The Risk-Adjusted Performance Rank of JIBCX is 3737
Overall Rank
The Sharpe Ratio Rank of JIBCX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of JIBCX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of JIBCX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of JIBCX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of JIBCX is 3434
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 6161
Overall Rank
The Sharpe Ratio Rank of AGTHX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JIBCX vs. AGTHX - Risk-Adjusted Performance 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.


The current JIBCX Sharpe Ratio is 0.20, which is lower than the AGTHX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of JIBCX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.20
0.52
JIBCX
AGTHX

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 9.22%.


TTM20242023202220212020201920182017201620152014
JIBCX
John Hancock Funds II Blue Chip Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.04%0.02%0.00%
AGTHX
American Funds The Growth Fund of America Class A
9.22%8.99%6.81%0.75%8.18%4.30%7.15%11.99%7.03%6.61%8.87%9.90%

Drawdowns

JIBCX vs. AGTHX - Drawdown Comparison

The maximum JIBCX drawdown since its inception was -54.74%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for JIBCX and AGTHX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-16.09%
-8.63%
JIBCX
AGTHX

Volatility

JIBCX vs. AGTHX - Volatility Comparison

John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 8.55% compared to American Funds The Growth Fund of America Class A (AGTHX) at 7.62%. 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.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
8.55%
7.62%
JIBCX
AGTHX