JIBCX vs. JHTFX
JIBCX (John Hancock Funds II Blue Chip Growth Fund) and JHTFX (John Hancock High Yield Municipal Bond Fund) are both mutual funds - JIBCX is a Large Cap Growth Equities fund managed by John Hancock, while JHTFX is a High Yield Muni fund managed by John Hancock. Over the past 10 years, JIBCX returned 14.12%/yr vs 2.14%/yr for JHTFX. Their -0.04 correlation means they have often moved in opposite directions in the past. JIBCX charges 0.81%/yr vs 0.85%/yr for JHTFX.
Performance
JIBCX vs. JHTFX - 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 JHTFX's 1.83% return. Over the past 10 years, JIBCX has outperformed JHTFX with an annualized return of 14.12%, while JHTFX has yielded a comparatively lower 2.14% 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%
JHTFX
- 1D
- -0.44%
- 1M
- -2.32%
- 6M
- 1.10%
- YTD
- 1.83%
- 1Y
- 6.55%
- 3Y*
- 4.57%
- 5Y*
- -0.14%
- 10Y*
- 2.14%
- ALL TIME*
- 3.94%
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. JHTFX - 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% |
JHTFX John Hancock High Yield Municipal Bond Fund | 1.83% | 3.07% | 6.57% | 6.84% | -16.77% | 5.69% | 4.65% | 9.50% | 0.61% | 6.83% |
Correlation
The correlation between JIBCX and JHTFX is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2005 | -0.05 |
The correlation between JIBCX and JHTFX shifts across timeframes, from -0.04 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
JIBCX vs. JHTFX — Risk / Return Rank
JIBCX
JHTFX
JIBCX vs. JHTFX - 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 High Yield Municipal Bond Fund (JHTFX). 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 | JHTFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.28 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.45 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 2.46 | -2.69 |
| Martin ratioReturn relative to average drawdown | -0.51 | 8.95 | -9.46 |
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Drawdowns
JIBCX vs. JHTFX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, which is greater than JHTFX's maximum drawdown of -22.40%. Use the drawdown chart below to compare losses from any high point for JIBCX and JHTFX.
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Drawdown Indicators
| JIBCX | JHTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -22.40% | -31.75% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -3.20% | -21.27% |
Max Drawdown (3Y)Largest decline over 3 years | -24.47% | -8.21% | -16.26% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -22.40% | -20.34% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -22.40% | -20.34% |
Current DrawdownCurrent decline from peak | -14.02% | -2.32% | -11.70% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -2.89% | -6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.72% | 0.88% | +9.84% |
Volatility
JIBCX vs. JHTFX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.97% compared to John Hancock High Yield Municipal Bond Fund (JHTFX) at 1.23%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than JHTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBCX | JHTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 1.23% | +4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 3.10% | +11.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 3.95% | +16.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.76% | 5.92% | +18.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.12% | 5.59% | +17.53% |
JIBCX vs. JHTFX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is lower than JHTFX's 0.85% expense ratio.
Dividends
JIBCX vs. JHTFX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while JHTFX's dividend yield for the trailing twelve months is around 4.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHTFX John Hancock High Yield Municipal Bond Fund | 4.72% | 6.24% | 4.03% | 3.29% | 3.48% | 3.44% | 3.76% | 6.05% | 4.45% | 4.55% | 4.43% | 4.67% |
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 JHTFX have a correlation of 0.17, 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 JHTFX (1.23%). In terms of maximum drawdown, JIBCX dropped -54.15% vs JHTFX's -22.40%.
JHTFX currently has the higher Sharpe Ratio (1.99 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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