JIBCX vs. JAKRX

Last updated Apr 2, 2026

Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX).

JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. JAKRX is an actively managed fund by John Hancock. It was launched on Dec 31, 2013.

Performance

JIBCX vs. JAKRX - 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 John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX). The values are adjusted to include any dividend payments, if applicable.

JIBCX vs. JAKRX - Yearly Performance Comparison

	2026 (YTD)	2025
JIBCX John Hancock Funds II Blue Chip Growth Fund	-11.51%	17.98%
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	5.78%	17.04%

Returns By Period

In the year-to-date period, JIBCX achieves a -11.51% return, which is significantly lower than JAKRX's 5.78% return.

JIBCX

• 1D: 3.96%
• 1M: -5.57%
• YTD: -11.51%
• 6M: -18.02%
• 1Y: 4.57%
• 3Y*: 18.67%
• 5Y*: 6.56%
• 10Y*: 13.64%

JAKRX

• 1D: 1.37%
• 1M: -3.19%
• YTD: 5.78%
• 6M: 7.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JIBCX vs. JAKRX - Expense Ratio Comparison

JIBCX has a 0.81% expense ratio, which is lower than JAKRX's 1.91% expense ratio.

JAKRX

John Hancock Disciplined Value Global Long/Short Fund Class A

JIBCX

John Hancock Funds II Blue Chip Growth Fund

Return for Risk

JIBCX vs. JAKRX — Risk / Return Rank

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

JIBCX

JIBCX Risk / Return Rank: 7
JIBCX Sharpe Ratio Rank: 8
JIBCX Sortino Ratio Rank: 10
JIBCX Omega Ratio Rank: 10
JIBCX Calmar Ratio Rank: 3
JIBCX Martin Ratio Rank: 3

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.

JIBCX vs. JAKRX - 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 John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX). 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.

	JIBCX	JAKRX	Difference
Sharpe ratio Return per unit of total volatility	0.24	—	—
Sortino ratio Return per unit of downside risk	0.54	—	—
Omega ratio Gain probability vs. loss probability	1.07	—	—
Calmar ratio Return relative to maximum drawdown	-0.30	—	—
Martin ratio Return relative to average drawdown	-0.71	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JIBCX	JAKRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.24	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.60	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	3.63	-3.14

Correlation

The correlation between JIBCX and JAKRX is 0.28, 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

JIBCX vs. JAKRX - Dividend Comparison

JIBCX has not paid dividends to shareholders, while JAKRX's dividend yield for the trailing twelve months is around 7.66%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	7.66%	8.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

JIBCX vs. JAKRX - Drawdown Comparison

The maximum JIBCX drawdown since its inception was -54.15%, which is greater than JAKRX's maximum drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for JIBCX and JAKRX.

Drawdown Indicators

	JIBCX	JAKRX	Difference
Max Drawdown Largest peak-to-trough decline	-54.15%	-5.16%	-48.99%
Max Drawdown (1Y) Largest decline over 1 year	-24.47%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-42.74%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.74%	—	—
Current Drawdown Current decline from peak	-21.48%	-3.46%	-18.02%
Average Drawdown Average peak-to-trough decline	-9.26%	-0.81%	-8.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.51%	—	—

Volatility

Volatility by Period

	JIBCX	JAKRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.11%	—	—
Volatility (6M) Calculated over the trailing 6-month period	15.08%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	26.49%	7.21%	+19.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.53%	7.21%	+17.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.98%	7.21%	+15.77%