JIBCX vs. JFIVX
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and John Hancock Variable Insurance Trust 500 Index Trust (JFIVX).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. JFIVX is managed by John Hancock. It was launched on Nov 4, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIBCX or JFIVX.
Correlation
The correlation between JIBCX and JFIVX is 0.90, 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. JFIVX - Performance Comparison
Key characteristics
JIBCX:
1.72
JFIVX:
1.94
JIBCX:
2.32
JFIVX:
2.60
JIBCX:
1.31
JFIVX:
1.35
JIBCX:
2.42
JFIVX:
2.93
JIBCX:
9.13
JFIVX:
12.06
JIBCX:
3.42%
JFIVX:
2.05%
JIBCX:
18.12%
JFIVX:
12.79%
JIBCX:
-54.53%
JFIVX:
-33.81%
JIBCX:
-0.16%
JFIVX:
-0.00%
Returns By Period
In the year-to-date period, JIBCX achieves a 4.96% return, which is significantly higher than JFIVX's 4.08% return. Over the past 10 years, JIBCX has outperformed JFIVX with an annualized return of 14.66%, while JFIVX has yielded a comparatively lower 12.95% annualized return.
JIBCX
4.96%
2.97%
13.17%
30.18%
13.53%
14.66%
JFIVX
4.08%
2.03%
9.55%
23.40%
14.04%
12.95%
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JIBCX vs. JFIVX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than JFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
JIBCX vs. JFIVX — Risk-Adjusted Performance Rank
JIBCX
JFIVX
JIBCX vs. JFIVX - 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 John Hancock Variable Insurance Trust 500 Index Trust (JFIVX). 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.
Dividends
JIBCX vs. JFIVX - Dividend Comparison
JIBCX's dividend yield for the trailing twelve months is around 6.64%, more than JFIVX's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 6.64% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.39% | 13.20% | 0.00% |
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 0.97% | 1.01% | 1.16% | 1.37% | 1.27% | 1.65% | 1.58% | 1.49% | 1.61% | 1.66% | 1.73% | 1.22% |
Drawdowns
JIBCX vs. JFIVX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.53%, which is greater than JFIVX's maximum drawdown of -33.81%. Use the drawdown chart below to compare losses from any high point for JIBCX and JFIVX. For additional features, visit the drawdowns tool.
Volatility
JIBCX vs. JFIVX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.28% compared to John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) at 3.21%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than JFIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.