JIBCX vs. JIREX
JIBCX (John Hancock Funds II Blue Chip Growth Fund) and JIREX (JHancock Real Estate Securities Fund) are both mutual funds - JIBCX is a Large Cap Growth Equities fund managed by John Hancock, while JIREX is a REIT fund managed by John Hancock. Over the past 10 years, JIBCX returned 14.12%/yr vs 5.02%/yr for JIREX. Their 0.56 correlation means they have sometimes moved together and sometimes differently. JIBCX charges 0.81%/yr vs 0.85%/yr for JIREX.
Performance
JIBCX vs. JIREX - 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 JIREX's 17.16% return. Over the past 10 years, JIBCX has outperformed JIREX with an annualized return of 14.12%, while JIREX has yielded a comparatively lower 5.02% 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%
JIREX
- 1D
- -0.97%
- 1M
- 0.28%
- 6M
- 14.43%
- YTD
- 17.16%
- 1Y
- 19.92%
- 3Y*
- 10.29%
- 5Y*
- 3.34%
- 10Y*
- 5.02%
- ALL TIME*
- 7.08%
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. JIREX - 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% |
JIREX JHancock Real Estate Securities Fund | 17.16% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
Correlation
The correlation between JIBCX and JIREX is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2005 | 0.56 |
The correlation between JIBCX and JIREX shifts across timeframes, from -0.03 (1 year) to 0.56 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JIBCX vs. JIREX — Risk / Return Rank
JIBCX
JIREX
JIBCX vs. JIREX - 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 JHancock Real Estate Securities Fund (JIREX). 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 | JIREX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.27 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 3.04 | -3.27 |
| Martin ratioReturn relative to average drawdown | -0.51 | 10.66 | -11.18 |
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Drawdowns
JIBCX vs. JIREX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, smaller than the maximum JIREX drawdown of -73.35%. Use the drawdown chart below to compare losses from any high point for JIBCX and JIREX.
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Drawdown Indicators
| JIBCX | JIREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -73.35% | +19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -7.36% | -17.11% |
Max Drawdown (3Y)Largest decline over 3 years | -24.47% | -20.46% | -4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -34.41% | -8.33% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -41.23% | -1.51% |
Current DrawdownCurrent decline from peak | -14.02% | -2.86% | -11.16% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -14.72% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.72% | 2.13% | +8.59% |
Volatility
JIBCX vs. JIREX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.97% compared to JHancock Real Estate Securities Fund (JIREX) at 4.57%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than JIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBCX | JIREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 4.57% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 10.78% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 14.41% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.76% | 19.22% | +5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.12% | 21.10% | +2.02% |
JIBCX vs. JIREX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is lower than JIREX's 0.85% expense ratio.
Dividends
JIBCX vs. JIREX - Dividend Comparison
Neither JIBCX nor JIREX has paid dividends to shareholders.
| Position | 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% |
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
Frequently Asked Questions
JIBCX and JIREX have a correlation of -0.03, 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 JIREX (4.57%). In terms of maximum drawdown, JIBCX dropped -54.15% vs JIREX's -73.35%.
JIREX currently has the higher Sharpe Ratio (1.56 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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